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VIMAX VNGD MRNGST MD-CP IDX FD-ADM

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MFD (fund)

10 managers (10 13F filers) reported a position in VIMAX shares at 2026-06-30, 299,060 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
10
13F filers
10
New
2
Added
2
Reduced
2
Sold out
0
Shares held by filers
299,060

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FIRST MERCHANTS CORP172,525$68.9M2.42%-4,41313F-HRTimeline
Fulton Bank, N.A.111,118$44.4M1.36%-27513F-HRTimeline
Grey Fox Wealth Advisors, LLC4,950$1.98M0.31%+60613F-HRTimeline
Vermillion Wealth Management, Inc.3,007$1.2M0.28%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,945$1.18M0.05%013F-HRTimeline
Williams Jones Wealth Management, LLC.1,671$667K0.01%013F-HRTimeline
Wealthspire Advisors, LLC977$390K<0.01%new13F-HRTimeline
Arvest Bank Trust Division907$363K0.02%013F-HRTimeline
Violich Capital Management, Inc.604$241K0.03%013F-HRTimeline
OAKWORTH CAPITAL, INC.356$142K0.01%+113F-HRTimeline