VANGUARD INDEX FUNDS - VIMAX
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 | Added to | 181,144 | 65,093 | 2.41% | 2.43% | 1 | +4,122 | 2.33% | Q4 2025 | Jan 12, 2026 |
| FULTON BANK, N.A. | History | Added to | 113,924 | 40,940 | 1.41% | 1.43% | 2 | +1,475 | 1.31% | Q4 2025 | Jan 08, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 4,217 | 1,515 | 0.31% | 0.39% | 3 | -4,731 | -52.87% | Q4 2025 | Feb 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 2,902 | 1,042 | 0.04% | 0.04% | 4 | -26 | -0.89% | Q4 2025 | Feb 09, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 1,671 | 600 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,229 | 441 | 0.04% | — | 6 | +1,229 | New | Q4 2025 | Jan 30, 2026 |
| Arvest Bank Trust Division | History | Reduced | 1,127 | 405 | 0.02% | 0.03% | 7 | -159 | -12.36% | Q4 2025 | Feb 09, 2026 |
| RFP Financial Group LLC | History | New | 841 | 302 | 0.14% | — | 8 | +841 | New | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 354 | 127 | 0.01% | 0.0% | 9 | +224 | 172.31% | Q4 2025 | Jan 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -3,004 | -100.0% | Q3 2025 | Oct 23, 2025 |