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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 922031836

VANGUARD SHORT-TERM INVESTMENT-GRADE ADM

16 institutions · $18.1M total · 1,853,620 shares

#ManagerSharesValue% of TotalPeriod
1FIRST MERCHANTS CORP1,240,862$13.1M66.94%2025-12-31
2Wallington Asset Management, LLC446,146$4.6M24.06%2025-03-31
3ENCOMPASS WEALTH ADVISORS, LLC10,101$103.0K0.54%2024-03-31
4Strategic Investment Solutions, Inc. /IL9,393$94.5K0.50%2023-09-30
5TUCKER ASSET MANAGEMENT LLC6,026$63.0K0.32%2024-12-31
6Wall Street Access Asset Management, LLC4,582$48.2K0.24%2025-12-31
7Garton & Associates Financial Advisors LLC3,784$39.8K0.20%2025-12-31
8CHESAPEAKE ASSET MANAGEMENT LLC1,047$10.5K0.05%2025-12-31
9Kohmann Bosshard Financial Services, LLC493$5.2K0.02%2025-12-31
10Financial Gravity Asset Management, Inc.360$3.7K0.01%2024-06-30
11Oakworth Capital, Inc.301$3.2K0.01%2025-12-31
12DIVIDEND ASSETS CAPITAL, LLC101,942$1.0K5.49%2023-12-31
13GOFEN & GLOSSBERG LLC /IL/21,490$2141.15%2023-03-31
14ORG Partners LLC14$1430.00%2024-06-30
15Vermillion Wealth Management, Inc.8$870.00%2025-09-30
16Coston, McIsaac & Partners7,071$740.38%2025-12-31