VANGUARD INDEX FUNDS - VTSAX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Disciplina Capital Management LLC | History | Reduced | 62,205 | 20,855 | 2.39% | 2.66% | 1 | -4,290 | -6.45% | Q4 2025 | Feb 11, 2026 |
| FULTON BANK, N.A. | History | Added to | 50,304 | 8,209 | 0.28% | 0.28% | 2 | +438 | 0.88% | Q4 2025 | Jan 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 28,696 | 4,683 | 0.05% | 0.05% | 3 | -100 | -0.35% | Q4 2025 | Feb 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 21,376 | 3,488 | 0.14% | 0.14% | 4 | -6 | -0.03% | Q4 2025 | Feb 09, 2026 |
| Hemenway Trust Co LLC | History | No change | 11,863 | 1,936 | 0.15% | 0.15% | 5 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arvest Bank Trust Division | History | No change | 10,886 | 1,776 | 0.1% | 0.1% | 6 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 10,554 | 1,722 | 0.03% | 0.03% | 7 | -628 | -5.62% | Q4 2025 | Jan 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 8,207 | 1,339 | 0.05% | 0.27% | 8 | -37,004 | -81.85% | Q4 2025 | Jan 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 7,794 | 1,271 | 0.24% | 0.25% | 9 | +22 | 0.28% | Q4 2025 | Feb 13, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Added to | 4,537 | 740 | 0.14% | 0.14% | 10 | +174 | 3.99% | Q4 2025 | Feb 12, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 4,201 | 685 | 0.03% | 0.02% | 11 | +149 | 3.68% | Q4 2025 | Jan 12, 2026 |
| Dempze Nancy E | History | Reduced | 2,887 | 471 | 0.25% | 0.26% | 12 | -122 | -4.05% | Q4 2025 | Feb 17, 2026 |
| U S WEALTH GROUP, LLC. | History | New | 2,773 | 452 | 0.3% | — | 13 | +2,773 | New | Q4 2025 | Mar 17, 2026 |
| Ethos Financial Group, LLC | History | Added to | 2,520 | 411 | 0.03% | 0.03% | 14 | +1 | 0.04% | Q4 2025 | Jan 20, 2026 |
| CENTRAL BANK & TRUST CO | History | No change | 2,263 | 369 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | No change | 1,573 | 256 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NEVILLE RODIE & SHAW INC | History | New | 1,547 | 253 | 0.02% | — | 17 | +1,547 | New | Q4 2025 | Jan 06, 2026 |
| WOODSTOCK CORP | History | No change | 1,502 | 245 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,392 | 226 | 0.02% | — | 19 | +1,392 | New | Q4 2025 | Jan 30, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,193 | 194 | 0.05% | 0.05% | 20 | +2 | 0.17% | Q4 2025 | Feb 03, 2026 |
| McMillan Office, Inc. | History | New | 979 | 159 | 0.02% | — | 21 | +979 | New | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 178 | 29 | 0.02% | — | 22 | +178 | New | Q4 2025 | Feb 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 157 | 25 | 0.01% | — | 23 | +157 | New | Q4 2025 | Jan 20, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -6,085 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Trivant Custom Portfolio Group, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -3,219 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -804 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -568 | -100.0% | Q3 2025 | Oct 23, 2025 |