VSIAX
Vanguard Small-Cap Value Index Fund Admiral Shares
1W: -2.5%
1M: -7.9%
3M: -1.0%
YTD: -1.0%
1Y: +15.4%
3Y: +47.5%
5Y: +46.2%
$93.89
+0.16 (+0.17%)
Weekly Expected Move ±2.4%
$87
$89
$92
$94
$96
Institutional Ownership — VSIAX
9
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
1
New Positions
2
Increased
5
Reduced
0
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. | 29,359 | $3M | -1,708 | -5.5% | 28Q | SEC ↗ |
| 2 | Redwood Wealth Management Group, LLC | 18,434 | $2M | -394 | -2.1% | 6Q | SEC ↗ |
| 3 | FIRST MERCHANTS CORP | 18,098 | $2M | -334 | -1.8% | 7Q | SEC ↗ |
| 4 | Grey Fox Wealth Advisors, LLC | 6,078 | $571K | -391 | -6.0% | 11Q | SEC ↗ |
| 5 | Arvest Bank Trust Division | 4,586 | $431K | — | +0.0% | 6Q | SEC ↗ |
| 6 | TOWER BRIDGE ADVISORS | 2,763 | $259K | +1 | +0.0% | 9Q | SEC ↗ |
| 7 | Coston, McIsaac & Partners | 1,779 | $167K | +9 | +0.5% | 5Q | SEC ↗ |
| 8 | Kohmann Bosshard Financial Services, L NEW | 211 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Financial Gravity Asset Management, In | 145 | $14K | -49 | -25.3% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 211 | $20K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +9 | +0.5% | 1,779 |
| TOWER BRIDGE ADVISORS | +1 | +0.0% | 2,763 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FULTON BANK, N.A. | -1,708 | -5.5% | 29,359 |
| Redwood Wealth Management Group, LL | -394 | -2.1% | 18,434 |
| Grey Fox Wealth Advisors, LLC | -391 | -6.0% | 6,078 |
| FIRST MERCHANTS CORP | -334 | -1.8% | 18,098 |
| Financial Gravity Asset Management, | -49 | -25.3% | 145 |