SEC 13F Intelligence

VSMAXVANGUARD INDEX FDS

CUSIP 922908686 · Yahoo Finance ↗ · Google Finance ↗

Vanguard Index Fds (VSMAX) has 12 institutional holders in Filings Flow’s 13F database, together reporting 234.2K shares worth $29M as of Q1 2026. The largest reported holders are First Merchants Corp, Neville Rodie & Shaw Inc, and North Star Asset Management Inc.

Institutional Holders
12
Q1 2026
Reported Value
$29M
Ticker
VSMAX
Quarters Tracked
24

Ownership Trend

Institutional holders
Q4 ’18: 13Q4 ’18Q1 ’19: 11Q2 ’19: 11Q3 ’19: 16Q3 ’19Q2 ’21: 14Q3 ’21: 14Q4 ’21: 16Q4 ’21Q1 ’22: 16Q2 ’22: 14Q3 ’22: 12Q3 ’22Q4 ’22: 12Q1 ’23: 13Q2 ’23: 14Q2 ’23Q3 ’23: 13Q4 ’23: 15Q1 ’24: 12Q1 ’24Q2 ’24: 16Q3 ’24: 14Q4 ’24: 15Q4 ’24Q1 ’25: 14Q2 ’25: 11Q3 ’25: 11Q3 ’25Q4 ’25: 13Q1 ’26: 12filingsflow.com
Total reported value
Q4 ’18: $98MQ4 ’18Q1 ’19: $84MQ2 ’19: $85MQ3 ’19: $116MQ3 ’19Q2 ’21: $30MQ3 ’21: $28MQ4 ’21: $26MQ4 ’21Q1 ’22: $18MQ2 ’22: $14MQ3 ’22: $8MQ3 ’22Q4 ’22: $13MQ1 ’23: $14MQ2 ’23: $15MQ2 ’23Q3 ’23: $98MQ4 ’23: $15MQ1 ’24: $14MQ1 ’24Q2 ’24: $77MQ3 ’24: $77MQ4 ’24: $81MQ4 ’24Q1 ’25: $62MQ2 ’25: $64MQ3 ’25: $31MQ3 ’25Q4 ’25: $32MQ1 ’26: $29Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
FIRST MERCHANTS CORP$2.6B AUM0.91%$24M190.3KQ1 2026
Dempze Nancy E$182M AUM0.25%$450,4223.6KQ1 2026
RFP Financial Group LLC$184M AUM0.17%$353,4732.9KQ4 2025OLDER
PUZO MICHAEL J$343M AUM0.12%$426,5643.4KQ1 2026
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.07%$734,3475.9KQ4 2025OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.05%$1M9.8KQ1 2026
Vermillion Wealth Management, Inc.$255M AUM0.04%$155,1801.3KQ3 2025OLDER
Arvest Bank Trust Division$1.8B AUM0.03%$475,3493.8KQ1 2026
FULTON BANK, N.A.$3.3B AUM0.02%$629,6655.0KQ1 2026
McIlrath & Eck, LLC$1.3B AUM0.01%$163,0771.3KQ1 2026
Fifth Third Wealth Advisors LLC$3.0B AUM0.01%$280,9372.3KQ4 2025OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.01%$434,4243.5KQ1 2026
Estabrook Capital Management$685M AUM0.00%$22,720200Q2 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$15,220121Q1 2026
Financial Gravity Companies, Inc.$509M AUM0.00%$13,638120Q2 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$200,7071.8KQ2 2025OLDER
Oakworth Capital, Inc.$1.9B AUM0.00%$8,22766Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.