VANGUARD INDEX FUNDS - VTSAX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Disciplina Capital Management LLC | History | No change | 62,205 | 19,955 | 2.11% | 2.39% | 1 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 74,893 | 11,700 | 0.1% | — | 2 | +74,893 | New | Q1 2026 | May 11, 2026 |
| FULTON BANK, N.A. | History | Added to | 50,392 | 7,872 | 0.28% | 0.28% | 3 | +88 | 0.17% | Q1 2026 | Apr 24, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 32,016 | 5,001 | 0.06% | 0.05% | 4 | +3,320 | 11.57% | Q1 2026 | May 05, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 21,972 | 3,432 | 0.15% | 0.14% | 5 | +596 | 2.79% | Q1 2026 | May 06, 2026 |
| McIlrath & Eck, LLC | History | New | 13,870 | 2,166 | 0.16% | — | 6 | +13,870 | New | Q1 2026 | May 19, 2026 |
| Hemenway Trust Co LLC | History | No change | 11,863 | 1,853 | 0.15% | 0.15% | 7 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arvest Bank Trust Division | History | No change | 10,886 | 1,700 | 0.09% | 0.1% | 8 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 7,818 | 1,221 | 0.22% | 0.24% | 9 | +24 | 0.31% | Q1 2026 | May 08, 2026 |
| Ethos Financial Group, LLC | History | Added to | 6,877 | 1,074 | 0.08% | 0.03% | 10 | +4,357 | 172.9% | Q1 2026 | May 05, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 4,043 | 631 | 0.02% | 0.03% | 11 | -158 | -3.76% | Q1 2026 | Apr 16, 2026 |
| Lester Murray Antman dba SimplyRich | History | New | 3,854 | 602 | 0.15% | — | 13 | +3,854 | New | Q1 2026 | May 01, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Reduced | 3,856 | 602 | 0.12% | 0.14% | 12 | -681 | -15.01% | Q1 2026 | Apr 01, 2026 |
| Trivant Custom Portfolio Group, LLC | History | New | 3,219 | 502 | 0.28% | — | 14 | +3,219 | New | Q1 2026 | May 14, 2026 |
| U S WEALTH GROUP, LLC. | History | No change | 2,773 | 452 | 0.3% | 0.3% | 15 | 0 | 0.0% | Q4 2025 | Mar 17, 2026 |
| Dempze Nancy E | History | No change | 2,887 | 451 | 0.25% | 0.25% | 16 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTRAL BANK & TRUST CO | History | No change | 2,263 | 353 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | New | 2,091 | 326 | 0.13% | — | 18 | +2,091 | New | Q1 2026 | May 12, 2026 |
| Violich Capital Management, Inc. | History | New | 2,000 | 312 | 0.04% | — | 19 | +2,000 | New | Q1 2026 | Apr 08, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | Added to | 1,920 | 300 | 0.05% | 0.04% | 20 | +347 | 22.06% | Q1 2026 | Apr 24, 2026 |
| NEVILLE RODIE & SHAW INC | History | Added to | 1,551 | 242 | 0.02% | 0.02% | 21 | +4 | 0.26% | Q1 2026 | Apr 01, 2026 |
| WOODSTOCK CORP | History | No change | 1,502 | 234 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,195 | 186 | 0.04% | 0.05% | 23 | +2 | 0.17% | Q1 2026 | Apr 22, 2026 |
| McMillan Office, Inc. | History | No change | 979 | 152 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Motiv8 Investments LLC | History | No change | 178 | 29 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,554 | -100.0% | Q1 2026 | May 01, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,207 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,392 | -100.0% | Q1 2026 | May 01, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.01% | — | -157 | -100.0% | Q1 2026 | May 08, 2026 |