VANGUARD 500 INDEX-ADM (VFIAX) Institutional Ownership Changes & 13F Activity
VANGUARD 500 INDEX-ADM (VFIAX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wealthspire Advisors, Llc, Mcilrath & Eck, Llc, Vermillion Wealth Management, Inc., Fulton Bank, N.A., and First Merchants Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| North Star Asset Management Inc | Buy | +355 | +1.7% | 21,400 | $14.81M | Q2 2026 | Aug 18, 2026 |
| Park Place Capital Corp | Buy | +141 | — | 141 | $97.23K | Q2 2026 | Aug 14, 2026 |
| Arvest Bank Trust Division | Sell | -3,444 | -11.8% | 25,777 | $17.84M | Q2 2026 | Aug 13, 2026 |
| Dempze Nancy E | Sell | -30 | -3.7% | 785 | $543.21K | Q2 2026 | Aug 13, 2026 |
| Estabrook Capital Management | Buy | +1 | +0.4% | 273 | $188.91K | Q2 2026 | Aug 13, 2026 |
| Coston, Mcisaac & Partners | Sell | -45 | -0.8% | 5,451 | $3.77M | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, Llc | Buy | +9,137 | — | 9,137 | $6.32M | Q2 2026 | Aug 11, 2026 |
| Great Lakes Advisors, Llc | Sell | -147 | -1.5% | 9,713 | $6.72M | Q2 2026 | Aug 10, 2026 |
| Ethos Financial Group, Llc | Sell | -67 | -3.6% | 1,796 | $1.21M | Q2 2026 | Aug 07, 2026 |
| Kelleher Financial Advisors | Buy | +257 | +100.4% | 513 | $354.67K | Q2 2026 | Aug 06, 2026 |
| O'Brien Greene & Co. Inc | Buy | +1 | +0.2% | 588 | $406.57K | Q2 2026 | Aug 06, 2026 |
| Braun Stacey Associates Inc | Buy | +662 | +19.4% | 4,080 | $2.82M | Q2 2026 | Aug 05, 2026 |
| Williams Jones Wealth Management, Llc. | Sell | -64 | -0.7% | 8,496 | $5.88M | Q2 2026 | Aug 05, 2026 |
| Carret Asset Management, Llc | Sell | -594 | -15.2% | 3,314 | $2.29M | Q2 2026 | Aug 04, 2026 |
| Rowlandmiller & Partners.Adv | Buy | +1 | +0.3% | 288 | $199.43K | Q2 2026 | Jul 23, 2026 |
| Oakworth Capital, Inc. | Buy | +1 | +0.2% | 408 | $281.89K | Q2 2026 | Jul 22, 2026 |
| Sippican Capital Advisors | Buy | +1 | +0.2% | 557 | $385.58K | Q2 2026 | Jul 22, 2026 |
| Moody Lynn Lieberson & Walker, Llc | Sell | -80 | -1.7% | 4,657 | $3.22M | Q2 2026 | Jul 20, 2026 |
| Grey Fox Wealth Advisors, Llc | Sell | -215 | -11.5% | 1,653 | $1.14M | Q2 2026 | Jul 17, 2026 |
| Vermillion Wealth Management, Inc. | Buy | +7,285 | — | 7,285 | $5.04M | Q2 2026 | Jul 16, 2026 |
| Violich Capital Management, Inc. | Sell | -45 | -1.9% | 2,288 | $1.58M | Q2 2026 | Jul 16, 2026 |
| First Merchants Corp | Sell | -5,130 | -2.4% | 207,295 | $143.43M | Q2 2026 | Jul 15, 2026 |
| Riverbridge Partners Llc | Sell | -3 | -0.0% | 7,181 | $4.97M | Q2 2026 | Jul 13, 2026 |
| Fulton Bank, N.A. | Sell | -5,868 | -4.6% | 120,911 | $83.67M | Q2 2026 | Jul 09, 2026 |
| Neville Rodie & Shaw Inc | Sell | -50 | -0.8% | 6,090 | $4.21M | Q2 2026 | Jul 06, 2026 |
| Mcilrath & Eck, Llc | Sell | -7,410 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Psi Advisors, Llc | Sell | -380 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Beck Mack & Oliver Llc | Sell | -799 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Jackson Wealth Management, Llc | Sell | -392 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | Sell | -177 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
Frequently asked questions about VFIAX activity
Which institutional owners are buying VFIAX?
Institutional owners buying VFIAX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VFIAX activity?
"Buy" means an investor increased their reported position in VFIAX compared to the prior reporting period. This reflects growing exposure to VANGUARD 500 INDEX-ADM (VFIAX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VFIAX increasing?
Institutional interest in VFIAX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.