VANGUARD INDEX FUNDS - VFIAX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | History | Added to | 213,704 | 135,019 | 5.0% | 4.93% | 1 | +1,757 | 0.83% | Q4 2025 | Jan 12, 2026 |
| FULTON BANK, N.A. | History | Reduced | 130,776 | 82,629 | 2.86% | 2.83% | 2 | -494 | -0.38% | Q4 2025 | Jan 08, 2026 |
| Arvest Bank Trust Division | History | Reduced | 29,302 | 18,515 | 1.0% | 1.02% | 3 | -395 | -1.33% | Q4 2025 | Feb 09, 2026 |
| Hemenway Trust Co LLC | History | Reduced | 21,310 | 13,464 | 1.03% | 1.01% | 4 | -22 | -0.1% | Q4 2025 | Feb 03, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 15,587 | 9,848 | 0.4% | 0.34% | 5 | +2,193 | 16.37% | Q4 2025 | Feb 09, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 11,924 | 7,533 | 0.12% | 0.1% | 6 | +2,418 | 25.44% | Q4 2025 | Jan 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 8,951 | 5,655 | 0.05% | 0.05% | 7 | +3 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 8,531 | 5,390 | 0.06% | 0.06% | 8 | -157 | -1.81% | Q4 2025 | Feb 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 7,185 | 4,540 | 0.09% | 0.07% | 9 | -3 | -0.04% | Q4 2025 | Jan 13, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 6,160 | 3,892 | 0.27% | 0.28% | 10 | -195 | -3.07% | Q4 2025 | Jan 06, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | No change | 4,579 | 2,893 | 0.15% | 0.15% | 11 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 4,456 | 2,815 | 0.6% | 0.59% | 12 | +7 | 0.16% | Q4 2025 | Jan 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 4,043 | 2,552 | 0.23% | — | 13 | +4,043 | New | Q4 2025 | Jan 30, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 3,899 | 2,463 | 0.23% | 0.24% | 14 | -20 | -0.51% | Q4 2025 | Feb 17, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Added to | 2,752 | 1,738 | 0.06% | 0.05% | 15 | +357 | 14.91% | Q4 2025 | Jan 20, 2026 |
| RFP Financial Group LLC | History | New | 2,566 | 1,621 | 0.78% | — | 16 | +2,566 | New | Q4 2025 | Feb 13, 2026 |
| L & S Advisors Inc | History | New | 2,456 | 1,551 | 0.14% | — | 17 | +2,456 | New | Q4 2025 | Feb 05, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 2,144 | 1,354 | 0.31% | 0.32% | 18 | -1 | -0.05% | Q4 2025 | Feb 03, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 1,881 | 1,188 | 0.09% | 0.1% | 19 | -221 | -10.51% | Q4 2025 | Jan 20, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 1,837 | 1,160 | 0.24% | 0.23% | 20 | -27 | -1.45% | Q4 2025 | Feb 12, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | No change | 1,312 | 829 | 0.14% | 0.13% | 21 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sequent Asset Management, LLC | History | No change | 1,104 | 697 | 0.31% | 0.32% | 22 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dempze Nancy E | History | Reduced | 815 | 514 | 0.27% | 0.3% | 23 | -85 | -9.44% | Q4 2025 | Feb 17, 2026 |
| Redwood Wealth Management Group, LLC | History | Reduced | 788 | 498 | 0.21% | 0.21% | 24 | -24 | -2.96% | Q4 2025 | Feb 03, 2026 |
| BECK MACK & OLIVER LLC | History | Added to | 787 | 497 | 0.01% | 0.01% | 25 | +2 | 0.25% | Q4 2025 | Feb 12, 2026 |
| O'Brien Greene & Co. Inc | History | Added to | 587 | 370 | 0.11% | 0.1% | 26 | +72 | 13.98% | Q4 2025 | Feb 05, 2026 |
| Sippican Capital Advisors | History | Added to | 554 | 349 | 0.22% | 0.23% | 27 | +1 | 0.18% | Q4 2025 | Jan 23, 2026 |
| Oakworth Capital, Inc. | History | Added to | 466 | 294 | 0.02% | 0.02% | 28 | +2 | 0.43% | Q4 2025 | Jan 30, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 390 | 247 | 0.02% | 0.02% | 29 | +1 | 0.26% | Q4 2025 | Jan 20, 2026 |
| Kidder Stephen W | History | No change | 375 | 236 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 281 | 177 | 0.1% | — | 31 | +281 | New | Q4 2025 | Feb 18, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 278 | 175 | 0.04% | 0.04% | 32 | +24 | 9.45% | Q4 2025 | Jan 20, 2026 |
| Estabrook Capital Management | History | No change | 272 | 171 | 0.03% | 0.02% | 33 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Added to | 245 | 154 | 0.03% | 0.03% | 34 | +1 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 178 | 112 | 0.02% | 0.11% | 35 | -684 | -79.35% | Q4 2025 | Feb 13, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 13 | 8 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Motiv8 Investments LLC | History | New | 9 | 6 | 0.0% | — | 37 | +9 | New | Q4 2025 | Feb 13, 2026 |
| Front Street Capital Management, Inc. | History | Closed out | 0 | 0 | — | 1.08% | — | -11,419 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 1.22% | — | -7,330 | -100.0% | Q3 2025 | Oct 23, 2025 |
| CARDEROCK CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.65% | — | -4,352 | -100.0% | Q3 2025 | Oct 17, 2025 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -485 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PSI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -380 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ZEVIN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -348 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -71 | -100.0% | Q3 2025 | Nov 12, 2025 |