VANGUARD SML CAP INDX-ADM (VSMAX) Institutional Shareholders
VANGUARD SML CAP INDX-ADM (VSMAX) 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 $69.48M in VSMAX holdings during the latest filing period.
Fulton Bank, N.A. is currently the largest disclosed institutional shareholder of VSMAX tracked by InsiderSet, reporting ownership valued at approximately $38.93M in its June 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
14
Total Reported Value
$69.48M
Largest Holder
Fulton Bank, N.A.
Largest Position
$38.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
17
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. | 1.19% | 268,221 | $38,929,816 | — | — | — | |
| First Merchants Corp | 0.94% | 183,136 | $26,580,268 | — | — | — | |
| North Star Asset Management Inc | 0.05% | 9,815 | $1,231,415 | — | — | — | |
| Yousif Capital Management, Llc | 0.01% | 3,952 | $573,572 | — | — | — | |
| Arvest Bank Trust Division | 0.03% | 3,788 | $475,349 | — | — | — | |
| Dempze Nancy E | 0.25% | 3,590 | $450,422 | — | — | — | |
| Williams Jones Wealth Management, Llc. | 0.01% | 3,463 | $434,424 | — | — | — | |
| Puzo Michael J | 0.12% | 3,400 | $426,564 | — | — | — | |
| Vermillion Wealth Management, Inc. | 0.04% | 1,287 | $186,799 | — | — | — | |
| Mcilrath & Eck, Llc | 0.01% | 1,300 | $163,077 | — | — | — | |
| Financial Gravity Asset Management, Inc. | 0.00% | 121 | $15,220 | — | — | — | |
| Oakworth Capital, Inc. | 0.00% | 66 | $9,496 | — | — | — | |
| Neville Rodie & Shaw Inc | 0.12% | 12,995 | $1,886 | — | — | — | |
| Coston, Mcisaac & Partners | 0.01% | 389 | $48 | — | — | — |
Frequently asked questions about VSMAX
Who owns the most VSMAX stock?
The largest holders of VSMAX 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 SML CAP INDX-ADM (VSMAX).
Is VSMAX widely held by superinvestors?
Many widely followed stocks like VSMAX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VSMAX 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.