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VIMAX VNGD MRNGST MD-CP IDX FD-ADM

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MFD (fund)

12 managers (12 13F filers) reported a position in VIMAX shares at 2024-12-31, 311,770 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
12
13F filers
12
New
2
Added
4
Reduced
2
Sold out
1
Shares held by filers
311,770

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 CORP172,450$56.4M2.17%-1,08213F-HRTimeline
Fulton Bank, N.A.120,082$39.3M1.51%-1,35013F-HRTimeline
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…5,728$1.87M0.1%new13F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC3,108$1.02M0.28%+12813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,804$917K0.04%+30213F-HRTimeline
Arvest Bank Trust Division1,831$599K0.04%+16513F-HRTimeline
Williams Jones Wealth Management, LLC.1,719$562K0.01%013F-HRTimeline
GREAT LAKES ADVISORS, LLC1,297$424K<0.01%013F-HRTimeline
TWIN CAPITAL MANAGEMENT INC1,104$361K0.04%+413F-HRTimeline
RFP Financial Group LLC841$275K0.11%013F-HRTimeline
Violich Capital Management, Inc.663$217K0.03%013F-HRTimeline
Brooklyn Investment Group143$46.4K0.01%new13F-HRTimeline