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Vanguard SML Cap Indx-Adm (VSMAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fulton Bank, N.A.
DECREASED
Shares258,629 from 268,221
Change-9,592 (-4%)
Value$35.3M (-$3.7M)
Filed 2026-10-14
First Merchants Corp
DECREASED
Shares174,390 from 183,136
Change-8,746 (-5%)
Value$23.8M (-$2.8M)
Filed 2026-10-15
Neville Rodie & Shaw Inc
DECREASED
Shares12,452 from 12,995
Change-543 (-4%)
Value$1.7K (-$189)
Filed 2026-10-05
Yousif Capital Management, LLC
INCREASED
Shares3,968 from 3,952
Change+16 (+0%)
Value$540.9K (-$32.6K)
Filed 2026-10-22
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,313 from 3,363
Change-50 (-1%)
Value$451.7K (-$36.4K)
Filed 2026-11-05
Coston, McIsaac & Partners
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$53.1K (-$2.9K)
Filed 2026-11-06
Vermillion Wealth Management, Inc.
DECREASED
Shares302 from 1,287
Change-985 (-77%)
Value$41.2K (-$145.6K)
Filed 2026-10-26
Oakworth Capital, Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$9.0K (-$505)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares11
Change+11
Value$1.5K
Filed 2026-10-26
North Star Asset Management Inc
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
Status
Fulton Bank, N.A.
DECREASED258,629268,221-9,592-4%$38.9M$35.3M-$3.7M2026-10-14
First Merchants Corp
DECREASED174,390183,136-8,746-5%$26.6M$23.8M-$2.8M2026-10-15
Neville Rodie & Shaw Inc
DECREASED12,45212,995-543-4%$1.9K$1.7K-$1892026-10-05
Yousif Capital Management, LLC
INCREASED3,9683,952+16+0%$573.6K$540.9K-$32.6K2026-10-22
Williams Jones Wealth Management, Llc.
DECREASED3,3133,363-50-1%$488.1K$451.7K-$36.4K2026-11-05
Coston, McIsaac & Partners
UNCHANGED38938900%$56.0K$53.1K-$2.9K2026-11-06
Vermillion Wealth Management, Inc.
DECREASED3021,287-985-77%$186.8K$41.2K-$145.6K2026-10-26
Oakworth Capital, Inc.
UNCHANGED666600%$9.5K$9.0K-$5052026-10-26
Transce3nd, LLC
NEW11—+11——$1.5K—2026-10-26
North Star Asset Management Inc
N/A—9,542-9,542-100%$1.4M———
Arvest Bank Trust Division
N/A—3,788-3,788-100%$549.9K———
Dempze Nancy E
N/A—3,590-3,590-100%$521.1K———
Wealthspire Advisors, LLC
N/A—2,033-2,033-100%$295.1K———
Puzo Michael J
N/A—1,700-1,700-100%$246.7K———
Financial Gravity Companies, Inc.
N/A—122-122-100%$17.7K———
Showing 15 of 15 institutions