FIRST MERCHANTS CORP VTSAX — VANGUARD TOTAL STOCK

Ownership history in FIRST MERCHANTS CORP  ·  8 quarters on record

AI Ownership Summary

FIRST MERCHANTS CORP reported VANGUARD TOTAL STOCK (VTSAX) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows VTSAX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTSAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST MERCHANTS CORP's position in VANGUARD TOTAL STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VTSAX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTSAX stock page FIRST MERCHANTS CORP fund profile FIRST MERCHANTS CORP full holdings
How FIRST MERCHANTS CORP held VTSAX — position size vs. price
% of Fund (quarterly)    VTSAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,043 -158 -3.8% 0.02% $632K 2026-04-16 $168.50
2025 Q4 ADDED — — — 4,201 +149 +3.7% 0.03% $686K 2026-01-12 $166.46
2025 Q3 REDUCED 7.3% +3.4% ❌ 4,052 -321 -7.3% 0.02% $647K 2025-10-22 $159.13
2025 Q2 REDUCED 6.9% +7.9% ❌ 4,373 -324 -6.9% 0.03% $647K 2025-07-23 $150.73
2025 Q1 REDUCED 6.4% +11.0% ❌ 4,697 -321 -6.4% 0.03% $628K 2025-04-24 $129.41
2024 Q4 REDUCED — — — 5,018 -203 -3.9% 0.03% $708K 2025-01-30 $143.94
2024 Q3 REDUCED — — — 5,221 -244 -4.5% 0.03% $720K 2024-10-24 $136.57
2024 Q2 INITIATED — — — 5,465 — — 0.03% $712K 2024-07-25 $127.00

🏢 Other funds also holding VTSAX

As of 2026 Q1 — sorted by position size

FULTON BANK, N.A. 3Y 7Y 0.28% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.12% CENTRAL BANK & TRUST CO 3Y 7Y 0.06% NORTH POINT PORTFOLIO MANAGERS CORP/OH 3Y 7Y 0.05% Coston, McIsaac & Partners 3Y 0.04% Violich Capital Management, Inc. 3Y 7Y 0.04% WOODSTOCK CORP 3Y 7Y 0.02% McMillan Office, Inc. 0.02% Kohmann Bosshard Financial Services, LLC 3Y 7Y 0.02% NEVILLE RODIE & SHAW INC 3Y 7Y 0.02%

FAQ About FIRST MERCHANTS CORP and VTSAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST MERCHANTS CORP reported owning VTSAX?

FIRST MERCHANTS CORP reported VTSAX across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported VTSAX position in FIRST MERCHANTS CORP's portfolio?

The largest reported portfolio weight for VTSAX was 0.03% in 2024 Q2.

What is the latest reported VTSAX position on this page?

The most recent filing on this page is 2026 Q1, when FIRST MERCHANTS CORP reported 4,043 shares, equal to 0.02% of portfolio, with an estimated market value of $632K.

What does the chart on this VTSAX ownership page compare?

The chart compares FIRST MERCHANTS CORP's quarterly VTSAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIRST MERCHANTS CORP time their VTSAX position?

Based on 13F filing dates vs. subsequent VTSAX price moves, FIRST MERCHANTS CORP correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on VTSAX relative to SPY over the holding period was -0.2%.

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