9 institutions reported holding $41.5M of VANGUARD VALUE INDEX-ADM (VVIAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fulton Bank, N.A. ($25.5M), FIRST MERCHANTS CORP ($10.9M), Grey Fox Wealth Advisors, LLC ($3.8M), Jackson Wealth Management, LLC ($400,000), Financial Concepts Unlimited, Inc. ($382,046). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $25.5M | 300,286 | Trimmed |
| 2 | FIRST MERCHANTS CORP | $10.9M | 128,381 | Trimmed |
| 3 | Grey Fox Wealth Advisors, LLC | $3.8M | 78,873 | Added |
| 4 | Jackson Wealth Management, LLC | $400,000 | 4,705 | Hold |
| 5 | Financial Concepts Unlimited, Inc. | $382,046 | 4,492 | Hold |
| 6 | Park Place Capital Corp | $264,975 | 3,116 | New |
| 7 | NORTH STAR ASSET MANAGEMENT INC | $216,350 | 2,544 | New |
| 8 | Coston, McIsaac & Partners | $29,000 | 341 | Hold |
| 9 | Financial Gravity Companies, Inc. | $22,964 | 270 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30