VSMAX
Vanguard Small-Cap Index Fund Admiral Shares
1W: -0.8%
1M: -3.7%
3M: -5.0%
YTD: +9.6%
1Y: +12.4%
3Y: +57.2%
5Y: +35.8%
$138.45
+1.13 (+0.82%)
Weekly Expected Move ±1.4%
$133
$135
$137
$139
$141
Institutional Ownership — VSMAX
15
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
72M
Total Invested
4
New Positions
0
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 268,221 | $37M | -798 | -0.3% | 25Q | SEC ↗ |
| 2 | FIRST MERCHANTS CORP | 183,136 | $25M | -7,115 | -3.7% | 9Q | SEC ↗ |
| 3 | NEVILLE RODIE & SHAW INC | 12,995 | $2M | -14 | -0.1% | 41Q | SEC ↗ |
| 4 | NORTH STAR ASSET MANAGEMENT INC | 9,542 | $1M | -273 | -2.8% | 25Q | SEC ↗ |
| 5 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 3,952 | $547K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Arvest Bank Trust Division | 3,788 | $524K | — | +0.0% | 8Q | SEC ↗ |
| 7 | Dempze Nancy E | 3,590 | $497K | — | +0.0% | 25Q | SEC ↗ |
| 8 | Williams Jones Wealth Management, LLC. | 3,363 | $466K | -100 | -2.9% | 28Q | SEC ↗ |
| 9 | Wealthspire Advisors, LLC NEW | 2,033 | $281K | — | +0.0% | 1Q | SEC ↗ |
| 10 | PUZO MICHAEL J | 1,700 | $235K | -1,700 | -50.0% | 4Q | SEC ↗ |
| 11 | McIlrath & Eck, LLC NEW | 1,300 | $180K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Vermillion Wealth Management, Inc. NEW | 1,287 | $178K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Coston, McIsaac & Partners | 389 | $54K | — | +0.0% | 2Q | SEC ↗ |
| 14 | Financial Gravity Companies, Inc. NEW | 122 | $17K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Financial Gravity Asset Management, In | 121 | $17K | — | +0.0% | 3Q | SEC ↗ |
| 16 | OAKWORTH CAPITAL, INC. | 66 | $9K | — | +0.0% | 4Q | SEC ↗ |
| 17 | Fifth Third Wealth Advisors LLC | 0 | $0K | -2,273 | -100.0% | 1Q | SEC ↗ |
| 18 | Kohmann Bosshard Financial Services, L | 0 | $0K | -5,943 | -100.0% | 2Q | SEC ↗ |
| 19 | RFP Financial Group LLC | 0 | $0K | -2,860 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| YOUSIF CAPITAL MANAGEMENT, LLC | 3,952 | $547K |
| Wealthspire Advisors, LLC | 2,033 | $281K |
| McIlrath & Eck, LLC | 1,300 | $180K |
| Vermillion Wealth Management, Inc. | 1,287 | $178K |
| Financial Gravity Companies, Inc. | 122 | $17K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 5,943 | $823K |
| RFP Financial Group LLC | 2,860 | $396K |
| Fifth Third Wealth Advisors LLC | 2,273 | $315K |
Biggest Increases (0)
None.
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIRST MERCHANTS CORP | -7,115 | -3.7% | 183,136 |
| PUZO MICHAEL J | -1,700 | -50.0% | 1,700 |
| Fulton Bank, N.A. | -798 | -0.3% | 268,221 |
| NORTH STAR ASSET MANAGEMENT INC | -273 | -2.8% | 9,542 |
| Williams Jones Wealth Management, L | -100 | -2.9% | 3,363 |
| NEVILLE RODIE & SHAW INC | -14 | -0.1% | 12,995 |