15 institutions reported holding $62.5M of VANGUARD SMALL CAP INDEX FD AD (VSMAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fulton Bank, N.A. ($33.8M), FIRST MERCHANTS CORP ($23.9M), NEVILLE RODIE & SHAW INC ($1.6M), NORTH STAR ASSET MANAGEMENT INC ($1.2M), Arvest Bank Trust Division ($475,349). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $33.8M | 269,019 | Trimmed |
| 2 | FIRST MERCHANTS CORP | $23.9M | 190,251 | Trimmed |
| 3 | NEVILLE RODIE & SHAW INC | $1.6M | 13,009 | Trimmed |
| 4 | NORTH STAR ASSET MANAGEMENT INC | $1.2M | 9,815 | Added |
| 5 | Arvest Bank Trust Division | $475,349 | 3,788 | Hold |
| 6 | Dempze Nancy E | $450,422 | 3,590 | Hold |
| 7 | Williams Jones Wealth Management, LLC. | $434,424 | 3,463 | Trimmed |
| 8 | PUZO MICHAEL J | $426,564 | 3,400 | Added |
| 9 | McIlrath & Eck, LLC | $163,077 | 1,300 | New |
| 10 | Coston, McIsaac & Partners | $48,000 | 389 | New |
| 11 | Financial Gravity Asset Management, Inc. | $15,220 | 121 | Hold |
| 12 | OAKWORTH CAPITAL, INC. | $8,227 | 66 | Added |
| 13 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 14 | Fifth Third Wealth Advisors LLC | $0 | 0 | Exited |
| 15 | RFP Financial Group LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31