Who Owns VANGUARD 500 INDEX (ADM) (VFIAX)? -- Institutional Holders (2026-06-30)

37 institutions reported holding $327.7M of VANGUARD 500 INDEX (ADM) (VFIAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST MERCHANTS CORP ($143.4M), Fulton Bank, N.A. ($83.7M), Arvest Bank Trust Division ($17.8M), NORTH STAR ASSET MANAGEMENT INC ($14.8M), Hemenway Trust Co LLC ($14.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	FIRST MERCHANTS CORP	$143.4M	207,295	Trimmed
2	Fulton Bank, N.A.	$83.7M	120,911	Trimmed
3	Arvest Bank Trust Division	$17.8M	25,777	Trimmed
4	NORTH STAR ASSET MANAGEMENT INC	$14.8M	21,400	Added
5	Hemenway Trust Co LLC	$14.7M	21,310	Hold
6	GREAT LAKES ADVISORS, LLC	$6.7M	9,713	Trimmed
7	Wealthspire Advisors, LLC	$6.3M	9,137	New
8	Williams Jones Wealth Management, LLC.	$5.9M	8,496	Trimmed
9	Vermillion Wealth Management, Inc.	$5.0M	7,285	New
10	RIVERBRIDGE PARTNERS LLC	$5.0M	7,181	Trimmed
11	NEVILLE RODIE & SHAW INC	$4.2M	6,090	Trimmed
12	Coston, McIsaac & Partners	$3.8M	5,451	Trimmed
13	MOODY LYNN & LIEBERSON, LLC	$3.2M	4,657	Trimmed
14	BRAUN STACEY ASSOCIATES INC	$2.8M	4,080	Added
15	CARRET ASSET MANAGEMENT, LLC	$2.3M	3,314	Trimmed
16	Violich Capital Management, Inc.	$1.6M	2,288	Trimmed
17	Ethos Financial Group, LLC	$1.2M	1,796	Trimmed
18	Grey Fox Wealth Advisors, LLC	$1.1M	1,653	Trimmed
19	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$908,208	1,312	Hold
20	Dempze Nancy E	$543,212	785	Trimmed
21	O'Brien Greene & Co. Inc	$406,572	588	Added
22	Sippican Capital Advisors	$385,578	557	Added
23	KELLEHER FINANCIAL ADVISORS	$354,666	513	Added
24	OAKWORTH CAPITAL, INC.	$281,894	408	Added
25	Kidder Stephen W	$259,462	375	Hold

Source: SEC Form 13F filings · as of 2026-06-30