VANGUARD INDEX FUNDS - VSMAX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | Added to | 276,501 | 34,170 | 1.18% | 1.14% | 1 | +7,825 | 2.91% | Q4 2025 | Jan 08, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 200,162 | 24,735 | 0.92% | 0.96% | 2 | -9,129 | -4.36% | Q4 2025 | Jan 12, 2026 |
| NEVILLE RODIE & SHAW INC | History | Added to | 13,701 | 1,693 | 0.12% | 0.12% | 3 | +17 | 0.12% | Q4 2025 | Jan 06, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 9,515 | 1,175 | 0.05% | 0.05% | 4 | +148 | 1.58% | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 5,943 | 734 | 0.07% | — | 5 | +5,943 | New | Q4 2025 | Jan 30, 2026 |
| Arvest Bank Trust Division | History | No change | 3,788 | 468 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Dempze Nancy E | History | Reduced | 3,590 | 443 | 0.23% | 0.26% | 7 | -328 | -8.37% | Q4 2025 | Feb 17, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 3,562 | 440 | 0.0% | 0.01% | 8 | -121 | -3.29% | Q4 2025 | Feb 13, 2026 |
| RFP Financial Group LLC | History | New | 2,860 | 353 | 0.17% | — | 9 | +2,860 | New | Q4 2025 | Feb 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 2,273 | 280 | 0.01% | — | 10 | +2,273 | New | Q4 2025 | Jan 15, 2026 |
| PUZO MICHAEL J | History | No change | 1,700 | 210 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 121 | 14 | 0.0% | 0.0% | 12 | +1 | 0.83% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 65 | 8 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,274 | -100.0% | Q3 2025 | Oct 23, 2025 |