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Vanguard 500 Index-Adm (VFIAX)

CUSIP: 922908710 | US | 180 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

First Merchants Corp204,340
4.7% of portfolio›$144.3M
Fulton Bank, N.A.121,882
2.6% of portfolio›$86.1M
Williams Jones Wealth Management, Llc.8,848
0.1% of portfolio›$6.2M
Braun Stacey Associates Inc7,216
0.1% of portfolio›$5.1M
Neville Rodie & Shaw Inc5,842
0.3% of portfolio›$4.1K
Moody Lynn Lieberson & Walker, LLC4,642
0.2% of portfolio›$3.3M
Carret Asset Management, LLC3,320
0.2% of portfolio›$2.3M
Violich Capital Management, Inc.2,523
0.2% of portfolio›$1.8M
Grey Fox Wealth Advisors, LLC1,665
0.2% of portfolio›$1.2M
Sippican Capital Advisors559
0.3% of portfolio›$394.4K
Oakworth Capital, Inc.507
0.0% of portfolio›$357.7K
Transce3nd, LLC404
0.3% of portfolio›$289.0K
Vermillion Wealth Management, Inc.111
0.1% of portfolio›$78.6K
StyleTurnoverLocationFiled
First Merchants Corp
204,340$144.3M4.7%GrowthLowMuncie, IN2026-10-15
Fulton Bank, N.A.
121,882$86.1M2.6%CoreLowLancaster, PA2026-10-14
Williams Jones Wealth Management, Llc.
8,848$6.2M0.1%GrowthLowNew York, NY2026-11-05
Braun Stacey Associates Inc
7,216$5.1M0.1%MomentumMediumNew York, NY2026-10-19
Neville Rodie & Shaw Inc
5,842$4.1K0.3%GrowthLowNew York, NY2026-10-05
Moody Lynn Lieberson & Walker, LLC
4,642$3.3M0.2%MomentumLowBoston, MA2026-10-14
Carret Asset Management, LLC
3,320$2.3M0.2%CoreVery LowNew York, NY2026-11-04
Violich Capital Management, Inc.
2,523$1.8M0.2%GrowthVery LowMill Valley, CA2026-10-05
Grey Fox Wealth Advisors, LLC
1,665$1.2M0.2%ETFLowRockland, DE2026-11-03
Sippican Capital Advisors
559$394.4K0.3%ValueLowBoston, MA2026-10-23
Oakworth Capital, Inc.
507$357.7K0.0%ETFLowBirmingham, AL2026-10-26
Transce3nd, LLC
404$289.0K0.3%GrowthLowBuda, TX2026-10-26
Vermillion Wealth Management, Inc.
111$78.6K0.1%ValueLowRosemount, MN2026-10-26