VANGUARD INDEX FUNDS - VFIAX
Detailed investor-level table based on 13F positions.
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 | Reduced | 212,425 | 127,970 | 4.87% | 5.0% | 1 | -1,279 | -0.6% | Q1 2026 | Apr 16, 2026 |
| FULTON BANK, N.A. | History | Reduced | 126,779 | 76,380 | 2.69% | 2.86% | 2 | -3,997 | -3.06% | Q1 2026 | Apr 24, 2026 |
| Arvest Bank Trust Division | History | Reduced | 29,221 | 17,605 | 0.96% | 1.0% | 3 | -81 | -0.28% | Q1 2026 | May 13, 2026 |
| Hemenway Trust Co LLC | History | No change | 21,310 | 12,838 | 1.03% | 1.03% | 4 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 21,045 | 12,678 | 0.55% | 0.4% | 5 | +5,458 | 35.02% | Q1 2026 | May 06, 2026 |
| Front Street Capital Management, Inc. | History | New | 10,347 | 6,234 | 0.83% | — | 6 | +10,347 | New | Q1 2026 | May 21, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 9,860 | 5,940 | 0.05% | 0.05% | 7 | +909 | 10.16% | Q1 2026 | May 11, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 8,560 | 5,157 | 0.06% | 0.06% | 8 | +29 | 0.34% | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | New | 7,410 | 4,464 | 0.33% | — | 9 | +7,410 | New | Q1 2026 | May 19, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 7,184 | 4,327 | 0.11% | 0.09% | 10 | -1 | -0.01% | Q1 2026 | Apr 17, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 6,140 | 3,699 | 0.27% | 0.27% | 11 | -20 | -0.32% | Q1 2026 | Apr 01, 2026 |
| Coston, McIsaac & Partners | History | Added to | 5,496 | 3,311 | 0.75% | 0.31% | 12 | +3,352 | 156.34% | Q1 2026 | Apr 22, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Added to | 4,737 | 2,854 | 0.16% | 0.15% | 13 | +158 | 3.45% | Q1 2026 | Apr 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 4,465 | 2,689 | 0.6% | 0.6% | 14 | +9 | 0.2% | Q1 2026 | Apr 23, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 3,908 | 2,354 | 0.23% | 0.23% | 15 | +9 | 0.23% | Q1 2026 | May 15, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Added to | 3,418 | 2,059 | 0.07% | 0.06% | 16 | +666 | 24.2% | Q1 2026 | Apr 22, 2026 |
| Violich Capital Management, Inc. | History | New | 2,333 | 1,405 | 0.16% | — | 17 | +2,333 | New | Q1 2026 | Apr 08, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 1,868 | 1,125 | 0.22% | 0.24% | 18 | +31 | 1.69% | Q1 2026 | Apr 21, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 1,863 | 1,122 | 0.08% | 0.09% | 19 | -18 | -0.96% | Q1 2026 | May 05, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | No change | 1,312 | 790 | 0.14% | 0.14% | 20 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sequent Asset Management, LLC | History | No change | 1,104 | 697 | 0.31% | 0.31% | 21 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Dempze Nancy E | History | No change | 815 | 491 | 0.27% | 0.27% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BECK MACK & OLIVER LLC | History | Added to | 799 | 481 | 0.01% | 0.01% | 23 | +12 | 1.52% | Q1 2026 | May 12, 2026 |
| Redwood Wealth Management Group, LLC | History | Added to | 791 | 476 | 0.21% | 0.21% | 24 | +3 | 0.38% | Q1 2026 | Apr 24, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 587 | 353 | 0.1% | 0.11% | 25 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sippican Capital Advisors | History | Added to | 556 | 334 | 0.23% | 0.22% | 26 | +2 | 0.36% | Q1 2026 | Apr 23, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 407 | 245 | 0.01% | 0.02% | 27 | -59 | -12.66% | Q1 2026 | Apr 24, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 392 | 236 | 0.02% | 0.02% | 28 | +2 | 0.51% | Q1 2026 | May 11, 2026 |
| PSI Advisors, LLC | History | New | 380 | 229 | 0.05% | — | 29 | +380 | New | Q1 2026 | May 14, 2026 |
| Kidder Stephen W | History | No change | 375 | 225 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Added to | 287 | 173 | 0.04% | 0.03% | 31 | +42 | 17.14% | Q1 2026 | Apr 01, 2026 |
| Estabrook Capital Management | History | No change | 272 | 163 | 0.02% | 0.03% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 256 | 153 | 0.04% | 0.04% | 33 | -22 | -7.91% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 177 | 106 | 0.02% | 0.02% | 34 | -1 | -0.56% | Q1 2026 | May 08, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 13 | 7 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Motiv8 Investments LLC | History | No change | 9 | 6 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,924 | -100.0% | Q1 2026 | May 01, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -4,043 | -100.0% | Q1 2026 | May 01, 2026 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -2,566 | -100.0% | Q1 2026 | May 13, 2026 |
| L & S Advisors Inc | History | Closed out | 0 | 0 | — | 0.14% | — | -2,456 | -100.0% | Q1 2026 | May 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -281 | -100.0% | Q1 2026 | May 11, 2026 |