Funds holding VANGUARD INDEX FUNDS
ISIN US9219377028 · United States · LEI 549300G6KNDK44WUN559
- Fund holders
- 6
- Of which ETFs
- 0 6 other funds
- Value held
- 626.3K $
This issuer has other securities: Vanguard Total Stock Market ETF (US9229087690), Vanguard Mid-Cap ETF (US9229086296), Vanguard Large-Cap ETF (US9229086379), VANGUARD INDEX FUNDS (US9229085959), VANGUARD INDEX FUNDS (US9229086114), VANGUARD INDEX FUNDS (US9219378018)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Saratoga Investment Quality Bond Portfolio SARATOGA ADVANTAGE TRUST | 36,617 | 373.9K $ | 4.80 % | as of May 31, 2026 ↗ |
| Conservative Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 9,083 | 92.7K $ | 2.79 % | as of May 31, 2026 ↗ |
| Moderate Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 6,601 | 67.4K $ | 2.56 % | as of May 31, 2026 ↗ |
| Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 3,328 | 34K $ | 1.83 % | as of May 31, 2026 ↗ |
| Moderately Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 3,067 | 31.3K $ | 2.32 % | as of May 31, 2026 ↗ |
| Moderately Conservative Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 2,647 | 27K $ | 2.81 % | as of May 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Saratoga Investment Quality Bond Portfolio SARATOGA ADVANTAGE TRUST | 4.80 % | as of May 31, 2026 ↗ |
| Moderately Conservative Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 2.81 % | as of May 31, 2026 ↗ |
| Conservative Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 2.79 % | as of May 31, 2026 ↗ |
| Moderate Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 2.56 % | as of May 31, 2026 ↗ |
| Moderately Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 2.32 % | as of May 31, 2026 ↗ |
| Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 1.83 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 6 | 0 | 61,342 | +0.3 % |
| 2026Q2 | 6 | 0 | 61,170 | +4.6 % |
| 2026Q1 | 6 | +5 | 58,472 | +53,486.8 % |
| 2025Q4 | 1 | -5 | 109 | -100.0 % |
| 2025Q2 | 6 | 0 | 376,095 | -3.3 % |
| 2025Q1 | 6 | 0 | 389,010 | +0.9 % |
| 2024Q4 | 6 | 0 | 385,434 | +0.9 % |
| 2024Q3 | 6 | 0 | 381,859 | +1.2 % |
| 2024Q2 | 6 | 0 | 377,407 | -66.6 % |
| 2024Q1 | 6 | 0 | 1,129,406 | -0.5 % |
| 2023Q4 | 6 | 1,135,354 |
Institutional managers
5 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| FIRST MERCHANTS CORP | 3,012,817 | 30.9M $ | as of Mar 31, 2026 |
| Grey Fox Wealth Advisors, LLC | 53,773 | 551.2K $ | as of Mar 31, 2026 |
| Coston, McIsaac & Partners | 22,838 | 234 $ | as of Mar 31, 2026 |
| KELLEHER FINANCIAL ADVISORS | 3,451 | 35.4K $ | as of Mar 31, 2026 |
| Estabrook Capital Management | 1,967 | 20.2K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding VANGUARD INDEX FUNDS". https://titelia.com/en/stocks/vanguard-index-funds-US9219377028