13F

Stock

Vanguard Tax Exempt

Ticker not mapped · held by 7 managers

Reported value

$24.1M

Holders

7

+2 new · −0 exited

Holders’ est. mark

−$224.2K

Price effect on 5 books still in the name

Largest holder

$18.5M

FIRST MERCHANTS CORP

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
FIRST MERCHANTS CORP1.35M$18.5M−$176.9KAdded$1.03M
CENTRAL BANK & TRUST CO296K$4.04M−$34.8KAdded$614.6K
McMillan Office, Inc.74K$1.01M−$10.4KCut−$10.4K
Redwood Wealth Management Group, LLC15K$204.6KNew
McIlrath & Eck, LLC12K$164.6KNew
GRACE & WHITE INC /NY11.9K$162.7K−$1.67KCut−$1.67K
OAKWORTH CAPITAL, INC.3.79K$51.8K−$523Cut−$100

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.