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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

VVIAX

VVIAX 13F Ownership Report

Vanguard Value Index-adm

-$721.2K

Net Activity

Institutions Holding

7

Popularity Rank

#10750

Avg Weight

0.32%

Total Value

$37.8M

Ownership Trend

7 institutions currently hold VVIAX, with 2 net buyers and 4 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

4

Net Buying Institutions

2

Key Holders

Key Holders

Top 5 by Value

FB
Fulton Bank, N.a.
$23.2M
FM
First Merchants CORP
$10.6M
GF
Grey Fox Wealth Advisors, LLC
$3.3M
JW
Jackson Wealth Management, LLC
$360.0K
FC
Financial Concepts Unlimited, Inc.
$343.9K

Top 5 by Conviction

FB
Fulton Bank, N.a.
0.82%
GF
Grey Fox Wealth Advisors, LLC
0.64%
FM
First Merchants CORP
0.40%
FC
Financial Concepts Unlimited, Inc.
0.31%
JW
Jackson Wealth Management, LLC
0.04%
View all 7 holding institutions

Across its top 7 institutional holders, VVIAX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 14/100).

Quarterly Activity

Recent Activity

+$3.3M

Total Buy Value

$35.0M

Total Sell Value

New buy1
Trim3
Add1
Sold out1

2

Net Buyers

4

Net Sellers

Smart Money Convergence

VVIAX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

922908678

FAQ

Who are the top institutional investors holding VANGUARD VALUE INDEX-ADM (VVIAX)?
Major stakeholders currently include Fulton Bank, N.a. ($23.2M), First Merchants CORP ($10.6M), Grey Fox Wealth Advisors, LLC ($3.3M). Based on the latest 13F filings, there are a total of 7 tracked investment funds and institutions maintaining positions in VVIAX.
What is the overall institutional sentiment toward VVIAX recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $721.2K, driven by 2 managers accumulating shares while 4 reduced their exposure.
Which institutions have been selling or reducing their VVIAX positions?
In the latest period, 3 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $35.0M.
Are there any notable investors adding VVIAX to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.3M.

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