13FBOX
VANGUARD VAL INDX SH · 13F Institutional Holdings
Options Calculator Rankings
V

VANGUARD VAL INDX SH

VVIAX
Institutions
9
Combined AUM (Q2 2026)
$16.3M
Combined Shares (Q2 2026)
240,882
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+7,472
4 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-294,474
2 · 1 Exit · ≈
⚖️ Net
-287,002
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$16.3M
Institutions
9
New Buys
3
Adds
1
Reduces
1
Exits
1
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FIRST MERCHANTS CORP
0.41%0.4%#2$10.6M138,096$10.6M138,09600.00%Unchanged
Grey Fox Wealth Advisors, LLC
0.58%0.64%#1$3.8M78,873$3.3M77,331+1,542+1.99%Add
FULTON BANK, N.A.
0.04%0.5%#5$718,2398,445$23.2M302,650-294,205-97.21%Reduce
Financial Concepts Unlimited, Inc.
0.3%0.31%#3$382,0464,492$343,8644,49200.00%Unchanged
Jackson Wealth Management, LLC
0.04%0.04%#6$360,0004,705$360,0004,70500.00%Unchanged
Park Place Capital Corp
0.04%#4$264,9753,116$00+3,116New Buy
NORTH STAR ASSET MANAGEMENT INC
0.01%#7$216,3502,544$00+2,544New Buy
Coston, McIsaac & Partners
0.01%0.01%#8$29,002341$26,00034100.00%Unchanged
Financial Gravity Companies, Inc.
<0.01%#9$22,964270$00+270New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow