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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 921937686

VANGUARD SMALL CAP VALUE INDEX ADMIRAL

18 institutions · $13.0M total · 154,229 shares

#ManagerSharesValue% of TotalPeriod
1SILVERCREST ASSET MANAGEMENT GROUP LLC56,531$4.4M36.65%2024-06-30
2Fulton Bank, N.A.29,359$2.7M19.03%2025-12-31
3Redwood Wealth Management Group, LLC18,434$1.7M11.95%2025-12-31
4FIRST MERCHANTS CORP18,098$1.6M11.73%2025-12-31
5Grey Fox Wealth Advisors, LLC6,561$597.2K4.25%2025-12-31
6ARVEST TRUST CO N A5,679$445.4K3.68%2024-06-30
7Arvest Bank Trust Division4,586$417.4K2.97%2025-12-31
8GREAT LAKES ADVISORS, LLC3,888$325.8K2.52%2025-06-30
9Alpine Bank Wealth Management3,438$296.7K2.22%2024-09-30
10TOWER BRIDGE ADVISORS2,763$251.5K1.79%2025-12-31
11C M BIDWELL & ASSOCIATES LTD1,272$109.7K0.82%2024-09-30
12ORG Partners LLC558$43.4K0.36%2024-06-30
13Strategic Investment Solutions, Inc. /IL458$34.3K0.29%2023-12-31
14Brooklyn Investment Group240$20.0K0.15%2025-06-30
15Financial Gravity Companies, Inc.229$19.2K0.14%2025-06-30
16Kohmann Bosshard Financial Services, LLC211$19.1K0.13%2025-12-31
17Financial Gravity Asset Management, Inc.145$13.2K0.09%2025-12-31
18Coston, McIsaac & Partners1,779$1611.15%2025-12-31