VANGUARD SML CAP INDX-ADM (VSMAX) Institutional Ownership Changes & 13F Activity
VANGUARD SML CAP INDX-ADM (VSMAX). 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 First Merchants Corp, Kohmann Bosshard Financial Services, Llc, Yousif Capital Management, Llc, Wealthspire Advisors, Llc, and Puzo Michael J.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| North Star Asset Management Inc | Sell | -273 | -2.8% | 9,542 | $1.38M | Q2 2026 | Aug 18, 2026 |
| Wealthspire Advisors, Llc | Buy | +2,033 | — | 2,033 | $295.10K | Q2 2026 | Aug 11, 2026 |
| Puzo Michael J | Sell | -1,700 | -50.0% | 1,700 | $246.74K | Q2 2026 | Aug 11, 2026 |
| Williams Jones Wealth Management, Llc. | Sell | -100 | -2.9% | 3,363 | $488.10K | Q2 2026 | Aug 05, 2026 |
| Yousif Capital Management, Llc | Buy | +3,952 | — | 3,952 | $573.57K | Q2 2026 | Jul 16, 2026 |
| Vermillion Wealth Management, Inc. | Buy | +1,287 | — | 1,287 | $186.80K | Q2 2026 | Jul 16, 2026 |
| First Merchants Corp | Sell | -7,115 | -3.7% | 183,136 | $26.58M | Q2 2026 | Jul 15, 2026 |
| Fulton Bank, N.A. | Sell | -798 | -0.3% | 268,221 | $38.93M | Q2 2026 | Jul 09, 2026 |
| Neville Rodie & Shaw Inc | Sell | -14 | -0.1% | 12,995 | $1.89M | Q2 2026 | Jul 06, 2026 |
| Mcilrath & Eck, Llc | Sell | -1,300 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Financial Gravity Asset Management, Inc. | Sell | -121 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, Llc | Sell | -5,943 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 23, 2026 |
Frequently asked questions about VSMAX activity
Which institutional owners are buying VSMAX?
Institutional owners buying VSMAX 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 VSMAX activity?
"Buy" means an investor increased their reported position in VSMAX compared to the prior reporting period. This reflects growing exposure to VANGUARD SML CAP INDX-ADM (VSMAX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VSMAX increasing?
Institutional interest in VSMAX 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.