13FBOX
VANGUARD 500 INDEX ADMIR · 13F Institutional Holdings
Options Calculator Rankings
V

VANGUARD 500 INDEX ADMIR

VFIAX
Institutions
33
Combined AUM (Q2 2026)
$315.5M
Combined Shares (Q2 2026)
483,311
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+18,781
13 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-31,258
19 · 6 Exit · ≈
⚖️ Net
-12,477
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$315.5M
Institutions
33
New Buys
5
Adds
8
Reduces
13
Exits
6
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FIRST MERCHANTS CORP
4.93%4.87%#1$126.2M209,529$128.0M212,425-2,896-1.36%Reduce
FULTON BANK, N.A.
4.81%1.66%#2$87.7M126,779$76.4M126,77900.00%Unchanged
Arvest Bank Trust Division
0.87%0.96%#5$17.8M25,777$17.6M29,221-3,444-11.79%Reduce
NORTH STAR ASSET MANAGEMENT INC
0.58%0.71%#7$14.8M21,400$12.7M21,045+355+1.69%Add
Hemenway Trust Co LLC
1.03%1.03%#4$14.7M21,310$12.8M21,31000.00%Unchanged
GREAT LAKES ADVISORS, LLC
0.05%0.05%#23$6.7M9,713$5.9M9,860-147-1.49%Reduce
Wealthspire Advisors, LLC
0.03%#27$6.3M9,137$00+9,137New Buy
Williams Jones Wealth Management, LLC.
0.07%0.06%#22$5.9M8,496$5.2M8,560-64-0.75%Reduce
Vermillion Wealth Management, Inc.
1.18%#3$5.0M7,285$00+7,285New Buy
RIVERBRIDGE PARTNERS LLC
0.14%0.11%#17$5.0M7,181$4.3M7,184-3-0.04%Reduce
NEVILLE RODIE & SHAW INC
0.27%0.27%#9$4.2M6,090$3.7M6,140-50-0.81%Reduce
Coston, McIsaac & Partners
0.78%0.77%#6$3.8M5,451$3.3M5,496-45-0.82%Reduce
MOODY LYNN LIEBERSON & WALKER, LLC
0.17%0.16%#16$3.2M4,657$2.9M4,737-80-1.69%Reduce
BRAUN STACEY ASSOCIATES INC
0.08%0.07%#21$2.8M4,080$2.1M3,418+662+19.37%Add
CARRET ASSET MANAGEMENT, LLC
0.2%0.25%#13$2.3M3,314$2.4M3,908-594-15.20%Reduce
Violich Capital Management, Inc.
0.17%0.16%#15$1.6M2,288$1.4M2,333-45-1.93%Reduce
Ethos Financial Group, LLC
0.08%0.08%#20$1.2M1,796$1.1M1,863-67-3.60%Reduce
Grey Fox Wealth Advisors, LLC
0.18%0.22%#14$1.1M1,653$1.1M1,868-215-11.51%Reduce
NORTH POINT PORTFOLIO MANAGERS CORP/OH
0.11%0.09%#18$908,2081,312$790,7171,31200.00%Unchanged
Dempze Nancy E
0.26%0.27%#10$543,212785$491,013815-30-3.68%Reduce
DB Fitzpatrick & Co, Inc
0.4%#8$521,154753$00+753New Buy
Redwood Wealth Management Group, LLC
0.2%0.21%#12$476,508791$476,50879100.00%Unchanged
O'Brien Greene & Co. Inc
0.11%0.1%#19$406,572588$353,849587+1+0.17%Add
Sippican Capital Advisors
0.24%0.47%#11$385,578557$334,730556+1+0.18%Add
KELLEHER FINANCIAL ADVISORS
0.05%0.04%#24$354,666513$153,947256+257+100.39%Add
Oakworth Capital, Inc.
0.01%0.01%#32$281,894408$245,240407+1+0.25%Add
Jackson Wealth Management, LLC
0.02%0.02%#29$236,000392$236,00039200.00%Unchanged
Kidder Stephen W
0.05%0.07%#25$225,896375$225,89637500.00%Unchanged
ROWLANDMILLER & PARTNERS.ADV
0.04%0.04%#26$199,425288$173,126287+1+0.35%Add
Estabrook Capital Management
0.03%0.02%#28$188,913273$163,872272+1+0.37%Add
Financial Gravity Companies, Inc.
0.02%#30$128,930186$00+186New Buy
Park Place Capital Corp
0.01%#31$97,229141$00+141New Buy
Game Plan Financial Advisors, LLC
<0.01%<0.01%#33$8,99013$7,8051300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow