14 institutions reported holding $71.7M of VANGUARD SMALL CAP INDEX FD AD (VSMAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fulton Bank, N.A. ($38.9M), FIRST MERCHANTS CORP ($26.6M), NEVILLE RODIE & SHAW INC ($1.9M), NORTH STAR ASSET MANAGEMENT INC ($1.4M), YOUSIF CAPITAL MANAGEMENT, LLC ($573,572). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $38.9M | 268,221 | Trimmed |
| 2 | FIRST MERCHANTS CORP | $26.6M | 183,136 | Trimmed |
| 3 | NEVILLE RODIE & SHAW INC | $1.9M | 12,995 | Trimmed |
| 4 | NORTH STAR ASSET MANAGEMENT INC | $1.4M | 9,542 | Trimmed |
| 5 | YOUSIF CAPITAL MANAGEMENT, LLC | $573,572 | 3,952 | New |
| 6 | Arvest Bank Trust Division | $549,914 | 3,788 | Hold |
| 7 | Dempze Nancy E | $521,076 | 3,590 | Hold |
| 8 | Williams Jones Wealth Management, LLC. | $488,097 | 3,363 | Trimmed |
| 9 | Wealthspire Advisors, LLC | $295,102 | 2,033 | New |
| 10 | PUZO MICHAEL J | $246,738 | 1,700 | Trimmed |
| 11 | Vermillion Wealth Management, Inc. | $186,799 | 1,287 | New |
| 12 | Coston, McIsaac & Partners | $56,000 | 389 | Hold |
| 13 | Financial Gravity Companies, Inc. | $17,659 | 122 | Added |
| 14 | OAKWORTH CAPITAL, INC. | $9,496 | 66 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30