VNGD MRGSTR VALUE IDX FD-ADM (VVIAX) Institutional Ownership Changes & 13F Activity
VNGD MRGSTR VALUE IDX FD-ADM (VVIAX). 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, Park Place Capital Corp, North Star Asset Management Inc, Fulton Bank, N.A., and Grey Fox Wealth Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| North Star Asset Management Inc | Buy | +2,544 | — | 2,544 | $216.35K | Q2 2026 | Aug 18, 2026 |
| Park Place Capital Corp | Buy | +3,116 | — | 3,116 | $264.98K | Q2 2026 | Aug 14, 2026 |
| Grey Fox Wealth Advisors, Llc | Buy | +1,542 | +2.0% | 78,873 | $3.76M | Q2 2026 | Jul 17, 2026 |
| First Merchants Corp | Sell | -9,715 | -7.0% | 128,381 | $10.92M | Q2 2026 | Jul 15, 2026 |
| Fulton Bank, N.A. | Sell | -2,364 | -0.8% | 300,286 | $25.54M | Q2 2026 | Jul 09, 2026 |
| Financial Gravity Asset Management, Inc. | Sell | -269 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
Frequently asked questions about VVIAX activity
Which institutional owners are buying VVIAX?
Institutional owners buying VVIAX 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 VVIAX activity?
"Buy" means an investor increased their reported position in VVIAX compared to the prior reporting period. This reflects growing exposure to VNGD MRGSTR VALUE IDX FD-ADM (VVIAX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VVIAX increasing?
Institutional interest in VVIAX 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.