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Get Institutions for : 
Mid-Cap Index Fund Admiral Shares (VIMAX)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 12    0
Total shares held : 
 140,743  
% of shares held : 
 1.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 -26,145  
% of shares held change : 
   -0.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
5
 881
 0.63%
 
Unchanged Positions :
3
 3,266
 2.32%
 
Decreased Positions :
4
-27,026
-19.2%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FULTON BANK, N.A. 7 - 2024-03-31 124,701 $38,597,000 -2,019
   Fifth Third Wealth Advisors LLC 72 *New 2024-03-31 4,679 $1,448,000 4,679
   ARVEST TRUST CO N A - 2023-12-31 2,560 $742,000 -1,103
   NORTH STAR ASSET MANAGEMENT INC 179 - 2023-12-31 2,501 $724,000 0
   Williams Jones Wealth Management LLC. 295 - 2023-12-31 2,225 $644,000 -203
   TOWER BRIDGE ADVISORS 160 - 2023-12-31 1,792 $519,000 838
   Grey Fox Wealth Advisors LLC 58 - 2024-03-31 1,584 $490,000 -547
   GOFEN & GLOSSBERG LLC /IL/ 336 - 2022-12-31 1,920 $485,000 239
   TWIN CAPITAL MANAGEMENT INC 249 - 2023-12-31 1,087 $315,000 5
   Main Street Group LTD 85 - 2023-12-31 664 $192,000 0
   Strategic Investment Solutions Inc. /IL 175 - 2023-12-31 329 $95,000 -20,280
   ORG Partners LLC 367 - 2023-12-31 315 $92,000 1
   GROVE CREEK ASSET MANAGEMENT 211 - 2023-12-31 101 $29,000 0
   PSI Advisors LLC 811 *Closed 2024-03-31 0 $0 -318
  14 Records found
  1    
  Page 1 of 1
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