VANGUARD 500 INDEX-ADM (VFIAX) Institutional Shareholders

VANGUARD 500 INDEX-ADM (VFIAX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $312.51M in VFIAX holdings during the latest filing period.

First Merchants Corp is currently the largest disclosed institutional shareholder of VFIAX tracked by InsiderSet, reporting ownership valued at approximately $143.43M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed VFIAX value among the investors covered in this analysis. Major shareholders include First Merchants Corp, Fulton Bank, N.A., Arvest Bank Trust Division, and several other long-term asset managers with concentrated positions in VANGUARD 500 INDEX-ADM (VFIAX).

This page ranks the largest institutional VFIAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

34

Total Reported Value

$312.51M

Largest Holder

First Merchants Corp

Largest Position

$143.43M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

40

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
First Merchants Corp5.05%207,295$143,431,497———
Fulton Bank, N.A.2.56%120,911$83,669,610———
Arvest Bank Trust Division0.96%29,221$17,605,584———
Hemenway Trust Co Llc1.03%21,310$12,838,561———
North Star Asset Management Inc0.55%21,045$12,678,890———
Great Lakes Advisors, Llc0.05%9,860$5,940,505———
Williams Jones Wealth Management, Llc.0.06%8,560$5,157,132———
Vermillion Wealth Management, Inc.1.18%7,285$5,041,685———
Riverbridge Partners Llc0.14%7,181$4,969,250———
Mcilrath & Eck, Llc0.33%7,410$4,464,252———
Moody Lynn Lieberson & Walker, Llc0.17%4,657$3,222,796———
Carret Asset Management, Llc0.23%3,908$2,354,394———
Braun Stacey Associates Inc0.07%3,418$2,059,248———
Violich Capital Management, Inc.0.17%2,288$1,583,459———
Grey Fox Wealth Advisors, Llc0.18%1,653$1,144,183———
Ethos Financial Group, Llc0.08%1,863$1,122,281———
North Point Portfolio Managers Corp/Oh0.15%1,312$908,208———
Db Fitzpatrick & Co, Inc0.40%753$521,154———
Dempze Nancy E0.27%815$491,013———
Beck Mack & Oliver Llc0.01%799$481,230———
Redwood Wealth Management Group, Llc0.21%791$476,508———
Sippican Capital Advisors0.24%557$385,578———
O'Brien Greene & Co. Inc0.10%587$353,849———
Oakworth Capital, Inc.0.01%408$281,894———
Jackson Wealth Management, Llc0.02%392$236,000———
Psi Advisors, Llc0.06%380$229,108———
Kidder Stephen W0.07%375$225,896———
Rowlandmiller & Partners.Adv0.04%288$199,425———
Estabrook Capital Management0.02%272$163,872———
Kelleher Financial Advisors0.04%256$153,947———
Financial Gravity Asset Management, Inc.0.02%177$106,477———
Game Plan Financial Advisors, Llc0.00%13$7,805———
Neville Rodie & Shaw Inc0.27%6,090$4,215———
Coston, Mcisaac & Partners0.75%5,496$3,311———

Frequently asked questions about VFIAX

  • Who owns the most VFIAX stock?

    The largest holders of VFIAX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD 500 INDEX-ADM (VFIAX).

  • Is VFIAX widely held by superinvestors?

    Many widely followed stocks like VFIAX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VFIAX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.

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