VANGUARD INDEX FUNDS - VSMAX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 No change 268,221 38,929 1.19% 1.19% 1 0 0.0% Q2 2026 Jul 09, 2026
FIRST MERCHANTS CORP History No change 183,136 26,580 0.94% 0.94% 2 0 0.0% Q2 2026 Jul 15, 2026
NEVILLE RODIE & SHAW INC History Reduced 12,452 1,697 0.12% 0.12% 3 -543 -4.18% Q3 2026 Oct 05, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 9,542 1,384 0.05% 0.05% 4 0 0.0% Q2 2026 Aug 18, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 3,952 573 0.01% 0.01% 5 0 0.0% Q2 2026 Jul 16, 2026
Arvest Bank Trust Division History No change 3,788 549 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 13, 2026
Dempze Nancy E History No change 3,590 521 0.25% 0.25% 7 0 0.0% Q2 2026 Aug 12, 2026
Williams Jones Wealth Management, LLC. History No change 3,363 488 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 2,033 295 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 11, 2026
PUZO MICHAEL J History No change 1,700 246 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 10, 2026
Vermillion Wealth Management, Inc. History No change 1,287 186 0.04% 0.04% 11 0 0.0% Q2 2026 Jul 15, 2026
Coston, McIsaac & Partners History No change 389 56 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 12, 2026
Financial Gravity Companies, Inc. History No change 122 17 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 05, 2026
Oakworth Capital, Inc. History No change 66 9 0.0% 0.0% 14 0 0.0% Q2 2026 Jul 22, 2026