VANGUARD INDEX FUNDS - VSGAX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | Reduced | 10,694 | 1,134 | 0.04% | 0.04% | 1 | -348 | -3.15% | Q4 2025 | Jan 08, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 7,554 | 801 | 0.03% | 0.02% | 2 | +2,768 | 57.84% | Q4 2025 | Jan 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 2,005 | 212 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 926 | 98 | 0.01% | 0.01% | 4 | +1 | 0.11% | Q4 2025 | Jan 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 36 | 3 | 0.0% | — | 5 | +36 | New | Q4 2025 | Jan 30, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,067 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Oct 23, 2025 |