Security Details
Security Name: | VANGUARD SML CAP INDX-ADM |
---|---|
Ticker: | VSMAX |
Security Type: | OTHER |
Exchange: | US |
CUSIP: | 922908686 |
Historical Stats
Period | Total Value | Value Change | Total Holders | Holder Change |
---|---|---|---|---|
2024-06-30 | $0.08B | - | 16 | - |
2024-09-30 | $0.08B | +7.4% | 15 | -6.3% |
2024-12-31 | $0.04B | -47.6% | 11 | -26.7% |
Current Major Holders for Period: 2024-12-31
Institution | Value | Shares | % of Portfolio |
---|---|---|---|
FIRST MERCHANTS CORP | $34.6M | 300K | 1.3% |
GARDE CAPITAL, INC. | $5.7M | 49K | 0.4% |
DEMPZE NANCY E | $0.4M | 3K | 0.2% |
RFP FINANCIAL GROUP LLC | $0.3M | 2K | 0.1% |
NORTH STAR ASSET MANAGEMENT INC | $1.1M | 9K | 0.1% |
ARVEST BANK TRUST DIVISION | $0.6M | 5K | 0.0% |
FINANCIAL GRAVITY COMPANIES, INC. | $0.1M | 0K | 0.0% |
WILLIAMS JONES WEALTH MANAGEMENT, LLC. | $0.5M | 4K | 0.0% |
TUCKER ASSET MANAGEMENT LLC | $0.0M | 0K | 0.0% |
GREAT LAKES ADVISORS, LLC | $0.3M | 2K | 0.0% |
ESTABROOK CAPITAL MANAGEMENT | $0.0M | 0K | 0.0% |
Similar Securities
Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
---|