VSMAX Institutional Ownership & Shareholders
VANGUARD SML CAP INDX-ADM (VSMAX) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $63.30M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Fulton Bank, N.A. is currently the largest disclosed institutional shareholder of VSMAX tracked by InsiderSet, reporting ownership valued at approximately $35.26M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed VSMAX value among the investors covered in this analysis. Major shareholders include Fulton Bank, N.A., First Merchants Corp, North Star Asset Management Inc, and several other long-term asset managers with concentrated positions in VANGUARD SML CAP INDX-ADM (VSMAX).
This page ranks the largest institutional VSMAX 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
16
Total Reported Value
$63.30M
Largest Holder
Fulton Bank, N.A.
Largest Position
$35.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fulton Bank, N.A. | 1.07% | 258,629 | $35,256,399 | — | — | — | |
| First Merchants Corp | 0.78% | 174,390 | $23,772,565 | — | — | — | |
| North Star Asset Management Inc | 0.05% | 9,542 | $1,384,970 | — | — | — | |
| Arvest Bank Trust Division | 0.03% | 3,788 | $549,914 | — | — | — | |
| Yousif Capital Management, Llc | 0.01% | 3,968 | $540,949 | — | — | — | |
| Dempze Nancy E | 0.25% | 3,590 | $521,076 | — | — | — | |
| Williams Jones Wealth Management, Llc. | 0.01% | 3,363 | $488,097 | — | — | — | |
| Wealthspire Advisors, Llc | 0.00% | 2,033 | $295,102 | — | — | — | |
| Puzo Michael J | 0.06% | 1,700 | $246,738 | — | — | — | |
| Mcilrath & Eck, Llc | 0.01% | 1,300 | $163,077 | — | — | — | |
| Coston, Mcisaac & Partners | 0.01% | 389 | $56,000 | — | — | — | |
| Vermillion Wealth Management, Inc. | 0.05% | 302 | $41,181 | — | — | — | |
| Financial Gravity Asset Management, Inc. | 0.00% | 121 | $15,220 | — | — | — | |
| Oakworth Capital, Inc. | 0.00% | 66 | $8,991 | — | — | — | |
| Neville Rodie & Shaw Inc | 0.12% | 12,452 | $1,697 | — | — | — | |
| Transce3Nd, Llc | 0.00% | 11 | $1,510 | — | — | — |
Frequently asked questions about VSMAX
Who are the largest institutional holders of VSMAX?
The largest institutional holders of VSMAX reported in the latest SEC Form 13F filings include Fulton Bank, N.A., First Merchants Corp, North Star Asset Management Inc, Arvest Bank Trust Division, and Yousif Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported VSMAX position.
What is VSMAX institutional ownership?
This page tracks VSMAX positions reported by institutional investment managers through SEC Form 13F. VANGUARD SML CAP INDX-ADM (VSMAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VSMAX?
InsiderSet currently tracks 16 institutional managers reporting VSMAX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VSMAX shareholders.
How much VSMAX stock do institutions own?
Institutional investment managers disclosed approximately $63.30M in VSMAX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VSMAX institutional ownership last updated?
The latest VSMAX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VSMAX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VSMAX position after the reporting date.
Are institutions buying or selling VSMAX?
Institutional buying and selling can be analyzed by comparing VSMAX positions across consecutive 13F reporting periods. InsiderSet's VSMAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VSMAX ownership changes.
How has VSMAX institutional ownership changed over time?
InsiderSet tracks VSMAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.