Funds holding VANGUARD INDEX FUNDS
ISIN US9219378018 · United States · LEI 549300G6KNDK44WUN559
- Fund holders
- 6
- Of which ETFs
- 0 6 other funds
- Value held
- 9.6M $
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 (US9219377028)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Saratoga Investment Quality Bond Portfolio SARATOGA ADVANTAGE TRUST | 691,825 | 7.2M $ | 92.13 % | as of May 31, 2026 ↗ |
| Conservative Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 102,860 | 1.1M $ | 32.13 % | as of May 31, 2026 ↗ |
| Moderate Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 53,552 | 555.9K $ | 21.09 % | as of May 31, 2026 ↗ |
| Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 26,868 | 278.9K $ | 15.01 % | as of May 31, 2026 ↗ |
| Moderately Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 24,656 | 255.9K $ | 18.96 % | as of May 31, 2026 ↗ |
| Moderately Conservative Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 23,358 | 242.5K $ | 25.22 % | 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 | 92.13 % | as of May 31, 2026 ↗ |
| Conservative Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 32.13 % | as of May 31, 2026 ↗ |
| Moderately Conservative Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 25.22 % | as of May 31, 2026 ↗ |
| Moderate Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 21.09 % | as of May 31, 2026 ↗ |
| Moderately Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 18.96 % | as of May 31, 2026 ↗ |
| Aggressive Balanced Allocation Portfolio SARATOGA ADVANTAGE TRUST | 15.01 % | 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 | 923,120 | -3.2 % |
| 2026Q2 | 6 | 0 | 953,480 | +5.7 % |
| 2026Q1 | 6 | 0 | 901,977 | -7.4 % |
| 2025Q4 | 6 | 0 | 974,117 | -8.7 % |
| 2025Q3 | 6 | 0 | 1,066,901 | +25.3 % |
| 2025Q2 | 6 | 0 | 851,591 | -6.0 % |
| 2025Q1 | 6 | 0 | 905,539 | +1.0 % |
| 2024Q4 | 6 | 0 | 896,701 | +0.9 % |
| 2024Q3 | 6 | 0 | 888,667 | +1.6 % |
| 2024Q2 | 6 | 0 | 874,852 | +573.6 % |
| 2024Q1 | 6 | 0 | 129,877 | +1.7 % |
| 2023Q4 | 6 | 127,646 |
Institutional managers
4 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| FIRST MERCHANTS CORP | 167,193 | 1.7M $ | as of Mar 31, 2026 |
| McIlrath & Eck, LLC | 10,023 | 104.4K $ | as of Mar 31, 2026 |
| OAKWORTH CAPITAL, INC. | 198 | 2.1K $ | as of Mar 31, 2026 |
| Financial Gravity Asset Management, Inc. | 0 | 1 $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding VANGUARD INDEX FUNDS". https://titelia.com/en/stocks/vanguard-index-funds-US9219378018