DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

VFIAX

VANGUARD 500 INDEX (ADM)

38 institutions still hold VANGUARD 500 INDEX (ADM) as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922908710·38 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 2.7%

vs prior quarter

13F value held

$281M

66.0% inst. owned

of float

Holders

38

+1 QoQ

filers reporting

Activity

+61 / −50

+951 added · −754 reduced

this quarter

Concentration

45.61%

FIRST MERCHANTS CORP #1

top holder share

AI Holders Summary · Q1 2026

38 institutions reported VFIAX in Q1 2026. FIRST MERCHANTS CORP leads at 45.6% of the visible book. +1 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

FIRST MERCHANTS CORP

$128M212K4.87%Q1 2026 02

FULTON BANK, N.A.

$76M127K2.69%Q1 2026 03

Arvest Bank Trust Division

$18M29K0.96%Q1 2026 04

Hemenway Trust Co LLC

$13M21K1.03%Q1 2026 05

NORTH STAR ASSET MANAGEMENT INC

$10M16K0.40%Q4 2025 06

GREAT LAKES ADVISORS, LLC

$6M10K0.05%Q1 2026 07

Williams Jones Wealth Management, LLC.

$5M9K0.06%Q1 2026 08

McIlrath & Eck, LLC

$4M7K0.33%Q1 2026 09

RIVERBRIDGE PARTNERS LLC

$4M7K0.11%Q1 2026 10

MOODY LYNN & LIEBERSON, LLC

$3M5K0.16%Q1 2026 11

NORTHSTAR ASSET MANAGEMENT Co

$3M4K0.60%Q1 2026 12

CARRET ASSET MANAGEMENT, LLC

$2M4K0.23%Q1 2026 13

BRAUN STACEY ASSOCIATES INC

$2M3K0.07%Q1 2026 14

Violich Capital Management, Inc.

$1M2K0.16%Q1 2026 15

Grey Fox Wealth Advisors, LLC

$1M2K0.22%Q1 2026 16

Ethos Financial Group, LLC

$1M2K0.08%Q1 2026 17

NORTH POINT PORTFOLIO MANAGERS CORP/OH

$790,7171K0.14%Q1 2026 18

Sequent Asset Management, LLC

$697,0001K0.31%Q4 2025 19

$491,0138150.27%Q1 2026 20

BECK MACK & OLIVER LLC

$481,2307990.01%Q1 2026

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