Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SMCP VAL IDX ADM
-
Total 13F shares
-
94,002
-
Share change
-
-7,403
-
Total reported value
-
$7,875,781
-
Price per share
-
$83.79
-
Number of holders
-
10
-
Value change
-
-$620,411
-
Number of buys
-
3
-
Number of sells
-
6
Institutional Holders of VANGUARD BD INDEX FDS - SMCP VAL IDX ADM as of Q2 2025
As of 30 Jun 2025,
VANGUARD BD INDEX FDS - SMCP VAL IDX ADM was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
94,002 shares.
The largest 10 holders included
Fulton Bank, N.A., FIRST MERCHANTS CORP, Redwood Wealth Management Group, LLC, Grey Fox Wealth Advisors, LLC, Arvest Bank Trust Division, GREAT LAKES ADVISORS, LLC, TOWER BRIDGE ADVISORS, Coston, McIsaac & Partners, Brooklyn Investment Group, and Financial Gravity Companies, Inc..
This page lists
10
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.