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VIMAX VNGD MRNGST MD-CP IDX FD-ADM

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MFD (fund)

9 managers (9 13F filers) reported a position in VIMAX shares at 2025-06-30, 303,069 shares in all. 2 filers opened a position and 7 filers sold out during the quarter.

Managers
9
13F filers
9
New
2
Added
2
Reduced
4
Sold out
7
Shares held by filers
303,069

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CORP171,979$59.6M2.31%+80013F-HRTimeline
Fulton Bank, N.A.114,244$39.6M1.46%-6,41213F-HRTimeline
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…6,153$2.13M0.09%new13F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC4,071$1.41M0.34%+94413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,872$996K0.04%013F-HRTimeline
Williams Jones Wealth Management, LLC.1,671$579K0.01%-4913F-HRTimeline
Arvest Bank Trust Division1,330$462K0.03%-50113F-HRTimeline
GREAT LAKES ADVISORS, LLC609$211K<0.01%new13F-HRTimeline
Brooklyn Investment Group140$48.4K0.01%-113F-HR/ATimeline