VITAX β€” VANGUARD INFOTEC IDX

Ownership history in FIRST MERCHANTS CORP  Β·  7 quarters on record

AI Ownership Summary

FIRST MERCHANTS CORP reported VANGUARD INFOTEC IDX (VITAX) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.25% in 2024 Q2. The latest visible filing shows VITAX at 0.24% 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 VITAX 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 INFOTEC IDX, 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
2025 Q4

VITAX was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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 2025 Q4

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.

How FIRST MERCHANTS CORP held VITAX β€” position size vs. price
% of Fund (quarterly)    VITAX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16,487 -611 -3.6% 0.24% $6.4M 2026-02-14 (Est.) $374.28
2025 Q3 REDUCED 17,098 -234 -1.4% 0.25% $6.5M 2025-10-22 $384.73
2025 Q2 REDUCED 17,332 -90 -0.5% 0.23% $5.9M 2025-07-23 $349.81
2025 Q1 REDUCED 17,422 -2,117 -10.8% 0.19% $4.8M 2025-04-24 $274.98
2024 Q4 REDUCED 19,539 -935 -4.6% 0.24% $6.2M 2025-01-30 $315.89
2024 Q3 REDUCED 20,474 -496 -2.4% 0.23% $6.2M 2024-10-24 $305.01
2024 Q2 INITIATED 20,970 β€” β€” 0.25% $6.2M 2024-07-25 $282.23

🏒 Other funds also holding VITAX

As of 2025 Q4 β€” sorted by position size

FULTON BANK, N.A. 3Y 7Y 0.02% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.01%

FAQ About FIRST MERCHANTS CORP and VITAX

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 VITAX?

FIRST MERCHANTS CORP reported VITAX across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

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

The largest reported portfolio weight for VITAX was 0.25% in 2024 Q2.

What is the latest reported VITAX position on this page?

The most recent filing on this page is 2025 Q4, when FIRST MERCHANTS CORP reported 16,487 shares, equal to 0.24% of portfolio, with an estimated market value of $6.4M.

What does the chart on this VITAX ownership page compare?

The chart compares FIRST MERCHANTS CORP's quarterly VITAX 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.

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