Vanguard 500 Index-Adm (VFIAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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First Merchants Corp

DECREASED

Shares204,340 from 207,295

Change-2,955 (-1%)

Value$144.3M (+$823.5K)

Filed 2026-10-15

Fulton Bank, N.A.

INCREASED

Shares121,882 from 120,911

Change+971 (+1%)

Value$86.1M (+$2.4M)

Filed 2026-10-14

Williams Jones Wealth Management, Llc.

INCREASED

Shares8,848 from 8,496

Change+352 (+4%)

Value$6.2M (+$367.5K)

Filed 2026-11-05

Braun Stacey Associates Inc

INCREASED

Shares7,216 from 4,080

Change+3,136 (+77%)

Value$5.1M (+$2.3M)

Filed 2026-10-19

Neville Rodie & Shaw Inc

DECREASED

Shares5,842 from 6,090

Change-248 (-4%)

Value$4.1K (-$90)

Filed 2026-10-05

Moody Lynn Lieberson & Walker, LLC

DECREASED

Shares4,642 from 4,657

Change-15 (0%)

Value$3.3M (+$54.8K)

Filed 2026-10-14

Carret Asset Management, LLC

INCREASED

Shares3,320 from 3,314

Change+6 (+0%)

Value$2.3M (+$50.6K)

Filed 2026-11-04

Violich Capital Management, Inc.

INCREASED

Shares2,523 from 2,288

Change+235 (+10%)

Value$1.8M (+$198.1K)

Filed 2026-10-05

Grey Fox Wealth Advisors, LLC

INCREASED

Shares1,665 from 1,653

Change+12 (+1%)

Value$1.2M (+$31.4K)

Filed 2026-11-03

O'Brien Greene & Co. Inc

UNCHANGED

Shares588 from 588

Change0 (0%)

Value$415.0K (+$8.4K)

Filed 2026-11-05

Sippican Capital Advisors

INCREASED

Shares559 from 557

Change+2 (+0%)

Value$394.4K (+$8.8K)

Filed 2026-10-23

Oakworth Capital, Inc.

INCREASED

Shares507 from 408

Change+99 (+24%)

Value$357.7K (+$75.8K)

Filed 2026-10-26

Transce3nd, LLC

NEW

Shares404

Change+404

Value$289.0K

Filed 2026-10-26

Vermillion Wealth Management, Inc.

DECREASED

Shares111 from 7,285

Change-7,174 (-98%)

Value$78.6K (-$5.0M)

Filed 2026-10-26

Riverbridge Partners LLC

CLOSED

Shares0 from 7,181

Change-7,181 (-100%)

Value$0 (-$5.0M)

Filed 2026-11-05

North Point Portfolio Managers Corp

CLOSED

Shares0 from 1,312

Change-1,312 (-100%)

Value$0 (-$908.2K)

Filed 2026-10-07

Kelleher Financial Advisors

CLOSED

Shares0 from 513

Change-513 (-100%)

Value$0 (-$354.7K)

Filed 2026-10-30

Arvest Bank Trust Division

N/A

Shares— from 25,777

Change-25,777 (-100%)

Value—

North Star Asset Management Inc

N/A

Shares— from 21,400

Change-21,400 (-100%)

Value—

Hemenway Trust Co LLC

N/A

Shares— from 21,310

Change-21,310 (-100%)

Value—

Great Lakes Advisors, LLC

N/A

Shares— from 9,713

Change-9,713 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 9,137

Change-9,137 (-100%)

Value—

Coston, McIsaac & Partners

N/A

Shares— from 5,451

Change-5,451 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 1,796

Change-1,796 (-100%)

Value—

Dempze Nancy E

N/A

Shares— from 785

Change-785 (-100%)

Value—

Kidder Stephen W

N/A

Shares— from 375

Change-375 (-100%)

Value—

McLaughlin Asset Management, Inc.

N/A

Shares— from 314

Change-314 (-100%)

Value—

Rowlandmiller & Partners.adv

N/A

Shares— from 288

Change-288 (-100%)

Value—

Estabrook Capital Management

N/A

Shares— from 273

Change-273 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 186

Change-186 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 141

Change-141 (-100%)

Value—

Game Plan Financial Advisors, LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

	Status
First Merchants Corp	DECREASED	204,340	207,295	-2,955	-1%	$143.4M	$144.3M	+$823.5K	2026-10-15
Fulton Bank, N.A.	INCREASED	121,882	120,911	+971	+1%	$83.7M	$86.1M	+$2.4M	2026-10-14
Williams Jones Wealth Management, Llc.	INCREASED	8,848	8,496	+352	+4%	$5.9M	$6.2M	+$367.5K	2026-11-05
Braun Stacey Associates Inc	INCREASED	7,216	4,080	+3,136	+77%	$2.8M	$5.1M	+$2.3M	2026-10-19
Neville Rodie & Shaw Inc	DECREASED	5,842	6,090	-248	-4%	$4.2K	$4.1K	-$90	2026-10-05
Moody Lynn Lieberson & Walker, LLC	DECREASED	4,642	4,657	-15	0%	$3.2M	$3.3M	+$54.8K	2026-10-14
Carret Asset Management, LLC	INCREASED	3,320	3,314	+6	+0%	$2.3M	$2.3M	+$50.6K	2026-11-04
Violich Capital Management, Inc.	INCREASED	2,523	2,288	+235	+10%	$1.6M	$1.8M	+$198.1K	2026-10-05
Grey Fox Wealth Advisors, LLC	INCREASED	1,665	1,653	+12	+1%	$1.1M	$1.2M	+$31.4K	2026-11-03
O'Brien Greene & Co. Inc	UNCHANGED	588	588	0	0%	$406.6K	$415.0K	+$8.4K	2026-11-05
Sippican Capital Advisors	INCREASED	559	557	+2	+0%	$385.6K	$394.4K	+$8.8K	2026-10-23
Oakworth Capital, Inc.	INCREASED	507	408	+99	+24%	$281.9K	$357.7K	+$75.8K	2026-10-26
Transce3nd, LLC	NEW	404	—	+404	—	—	$289.0K	—	2026-10-26
Vermillion Wealth Management, Inc.	DECREASED	111	7,285	-7,174	-98%	$5.0M	$78.6K	-$5.0M	2026-10-26
Riverbridge Partners LLC	CLOSED	0	7,181	-7,181	-100%	$5.0M	$0	-$5.0M	2026-11-05
North Point Portfolio Managers Corp	CLOSED	0	1,312	-1,312	-100%	$908.2K	$0	-$908.2K	2026-10-07
Kelleher Financial Advisors	CLOSED	0	513	-513	-100%	$354.7K	$0	-$354.7K	2026-10-30
Arvest Bank Trust Division	N/A	—	25,777	-25,777	-100%	$17.8M	—	—	—
North Star Asset Management Inc	N/A	—	21,400	-21,400	-100%	$14.8M	—	—	—
Hemenway Trust Co LLC	N/A	—	21,310	-21,310	-100%	$14.7M	—	—	—
Great Lakes Advisors, LLC	N/A	—	9,713	-9,713	-100%	$6.7M	—	—	—
Wealthspire Advisors, LLC	N/A	—	9,137	-9,137	-100%	$6.3M	—	—	—
Coston, McIsaac & Partners	N/A	—	5,451	-5,451	-100%	$3.8M	—	—	—
Ethos Financial Group, LLC	N/A	—	1,796	-1,796	-100%	$1.2M	—	—	—
Dempze Nancy E	N/A	—	785	-785	-100%	$543.2K	—	—	—
Kidder Stephen W	N/A	—	375	-375	-100%	$259.5K	—	—	—
McLaughlin Asset Management, Inc.	N/A	—	314	-314	-100%	$217.2K	—	—	—
Rowlandmiller & Partners.adv	N/A	—	288	-288	-100%	$199.4K	—	—	—
Estabrook Capital Management	N/A	—	273	-273	-100%	$188.9K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	186	-186	-100%	$128.9K	—	—	—
Park Place Capital Corp	N/A	—	141	-141	-100%	$97.2K	—	—	—
Game Plan Financial Advisors, LLC	N/A	—	13	-13	-100%	$9.0K	—	—	—

Showing 32 of 32 institutions