VSGAX
Vanguard Small-Cap Growth Index Fund Admiral Shares
1W: -0.2%
1M: -1.6%
3M: -5.7%
YTD: +10.8%
1Y: +14.0%
3Y: +62.1%
5Y: +19.5%
$120.88
+1.21 (+1.01%)
Weekly Expected Move ±1.7%
$115
$118
$120
$122
$124
Institutional Ownership — VSGAX
9
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
2
New Positions
1
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 9,615 | 1M | -363 | -3.6% | 25Q | SEC ↗ |
| 2 | FIRST MERCHANTS CORP | 4,097 | 495K | -3,046 | -42.6% | 9Q | SEC ↗ |
| 3 | Williams Jones Wealth Management, LLC. | 2,005 | 242K | — | +0.0% | 4Q | SEC ↗ |
| 4 | Coston, McIsaac & Partners | 1,921 | 232K | — | +0.0% | 2Q | SEC ↗ |
| 5 | Grey Fox Wealth Advisors, LLC NEW | 1,793 | 217K | — | +0.0% | 1Q | SEC ↗ |
| 6 | OAKWORTH CAPITAL, INC. | 928 | 112K | +1 | +0.1% | 4Q | SEC ↗ |
| 7 | Vermillion Wealth Management, Inc. NEW | 180 | 22K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Kohmann Bosshard Financial Services, L | 0 | 0K | -36 | -100.0% | 2Q | SEC ↗ |
| 9 | Phillip James Consulting Co. | 0 | 0K | -205 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Grey Fox Wealth Advisors, LLC | 1,793 | 217K |
| Vermillion Wealth Management, Inc. | 180 | 22K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Phillip James Consulting Co. | 205 | 25K |
| Kohmann Bosshard Financial Services | 36 | 4K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OAKWORTH CAPITAL, INC. | +1 | +0.1% | 928 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIRST MERCHANTS CORP | -3,046 | -42.6% | 4,097 |
| Fulton Bank, N.A. | -363 | -3.6% | 9,615 |