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VIMAX VNGD MRNGST MD-CP IDX FD-ADM

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MFD (fund)

14 managers (14 13F filers) reported a position in VIMAX shares at 2025-03-31, 308,746 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
14
13F filers
14
New
4
Added
5
Reduced
2
Sold out
2
Shares held by filers
308,746

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 CORP171,179$54.8M2.19%-1,27113F-HRTimeline
Fulton Bank, N.A.120,656$38.6M1.56%+57413F-HRTimeline
Grey Fox Wealth Advisors, LLC3,127$1M0.27%+1913F-HRTimeline
Vermillion Wealth Management, Inc.2,982$955K0.28%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,872$920K0.04%+6813F-HRTimeline
Arvest Bank Trust Division1,831$587K0.04%013F-HRTimeline
Williams Jones Wealth Management, LLC.1,720$551K0.01%+113F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,227$393K0.05%new13F-HRTimeline
TWIN CAPITAL MANAGEMENT INC1,109$355K0.04%+513F-HRTimeline
RFP Financial Group LLC841$269K0.11%013F-HRTimeline
Violich Capital Management, Inc.663$212K0.03%013F-HRTimeline
PSI Advisors, LLC317$102K0.03%new13F-HRTimeline
Brooklyn Investment Group141$45K0.01%-213F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…81$26.3K0.01%new13F-HRTimelineGroup