VSIAX
Vanguard Small-Cap Value Index Fund Admiral Shares
1W: -1.3%
1M: -5.2%
3M: -4.5%
YTD: +8.5%
1Y: +11.0%
3Y: +53.3%
5Y: +47.9%
$100.57
+0.67 (+0.67%)
Weekly Expected Move ±1.3%
$97
$99
$100
$101
$103
Institutional Ownership — VSIAX
8
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
7M
Total Invested
2
New Positions
2
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 26,896 | 3M | -1,526 | -5.4% | 25Q | SEC ↗ |
| 2 | Redwood Wealth Management Group, LLC | 18,288 | 2M | -146 | -0.8% | 7Q | SEC ↗ |
| 3 | FIRST MERCHANTS CORP | 18,271 | 2M | -341 | -1.8% | 9Q | SEC ↗ |
| 4 | Grey Fox Wealth Advisors, LLC | 17,906 | 2M | +2,192 | +13.9% | 13Q | SEC ↗ |
| 5 | Arvest Bank Trust Division | 3,976 | 400K | -1,048 | -20.9% | 8Q | SEC ↗ |
| 6 | Park Place Capital Corp NEW | 2,453 | 247K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Coston, McIsaac & Partners | 2,040 | 205K | +8 | +0.4% | 7Q | SEC ↗ |
| 8 | McIlrath & Eck, LLC NEW | 1,315 | 132K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Financial Gravity Companies, Inc. NEW | 146 | 15K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Financial Gravity Asset Management, In | 145 | 15K | — | +0.0% | 3Q | SEC ↗ |
| 11 | TOWER BRIDGE ADVISORS | 0 | 0K | -2,763 | -100.0% | 9Q | SEC ↗ |
| 12 | Kohmann Bosshard Financial Services, L | 0 | 0K | -211 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Park Place Capital Corp | 2,453 | 247K |
| McIlrath & Eck, LLC | 1,315 | 132K |
| Financial Gravity Companies, Inc. | 146 | 15K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TOWER BRIDGE ADVISORS | 2,763 | 278K |
| Kohmann Bosshard Financial Services | 211 | 21K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Grey Fox Wealth Advisors, LLC | +2,192 | +13.9% | 17,906 |
| Coston, McIsaac & Partners | +8 | +0.4% | 2,040 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | -1,526 | -5.4% | 26,896 |
| Arvest Bank Trust Division | -1,048 | -20.9% | 3,976 |
| FIRST MERCHANTS CORP | -341 | -1.8% | 18,271 |
| Redwood Wealth Management Group, LL | -146 | -0.8% | 18,288 |