VFIAX
Vanguard 500 Index Fund Admiral Shares
1W: -1.0%
1M: -0.2%
3M: +1.7%
YTD: +11.7%
1Y: +14.2%
3Y: +84.2%
5Y: +82.3%
$712.69
+5.26 (+0.74%)
Weekly Expected Move ±1.4%
$687
$697
$707
$718
$728
Institutional Ownership — VFIAX
39
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
328M
Total Invested
6
New Positions
8
Increased
21
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (46 total)
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 9,137 | 7M |
| McIlrath & Eck, LLC | 7,410 | 5M |
| Vermillion Wealth Management, Inc. | 7,285 | 5M |
| DB Fitzpatrick & Co, Inc | 753 | 537K |
| McLaughlin Asset Management, Inc. | 314 | 224K |
| Financial Gravity Companies, Inc. | 186 | 133K |
| Park Place Capital Corp | 141 | 100K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 11,924 | 8M |
| Front Street Capital Management, In | 10,347 | 7M |
| NORTHSTAR ASSET MANAGEMENT Co | 4,465 | 3M |
| Kohmann Bosshard Financial Services | 3,978 | 3M |
| RFP Financial Group LLC | 2,566 | 2M |
| L & S Advisors Inc | 2,456 | 2M |
| Sequent Asset Management, LLC | 1,104 | 787K |
| BECK MACK & OLIVER LLC | 799 | 569K |
| Jackson Wealth Management, LLC | 392 | 279K |
| PSI Advisors, LLC | 380 | 271K |
| Garton & Associates Financial Advis | 281 | 200K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BRAUN STACEY ASSOCIATES INC | +662 | +19.4% | 4,080 |
| NORTH STAR ASSET MANAGEMENT INC | +355 | +1.7% | 21,400 |
| KELLEHER FINANCIAL ADVISORS | +257 | +100.4% | 513 |
| Redwood Wealth Management Group, LL | +3 | +0.4% | 791 |
| Sippican Capital Advisors | +1 | +0.2% | 557 |
| Estabrook Capital Management | +1 | +0.4% | 273 |
| ROWLANDMILLER & PARTNERS.ADV | +1 | +0.3% | 288 |
| OAKWORTH CAPITAL, INC. | +1 | +0.2% | 408 |
| O'Brien Greene & Co. Inc | +1 | +0.2% | 588 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | -5,868 | -4.6% | 120,911 |
| FIRST MERCHANTS CORP | -5,130 | -2.4% | 207,295 |
| Arvest Bank Trust Division | -3,444 | -11.8% | 25,777 |
| CARRET ASSET MANAGEMENT, LLC | -594 | -15.2% | 3,314 |
| Grey Fox Wealth Advisors, LLC | -215 | -11.5% | 1,653 |
| GREAT LAKES ADVISORS, LLC | -147 | -1.5% | 9,713 |
| MOODY LYNN LIEBERSON & WALKER, LLC | -80 | -1.7% | 4,657 |
| Ethos Financial Group, LLC | -67 | -3.6% | 1,796 |
| Williams Jones Wealth Management, L | -64 | -0.7% | 8,496 |
| NEVILLE RODIE & SHAW INC | -50 | -0.8% | 6,090 |
| Violich Capital Management, Inc. | -45 | -1.9% | 2,288 |
| Coston, McIsaac & Partners | -45 | -0.8% | 5,451 |
| Dempze Nancy E | -30 | -3.7% | 785 |
| RIVERBRIDGE PARTNERS LLC | -3 | -0.0% | 7,181 |
| Financial Gravity Asset Management, | -1 | -0.6% | 177 |