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VIMAX VNGD MRNGST MD-CP IDX FD-ADM

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MFD (fund)

8 managers (8 13F filers) reported a position in VIMAX shares at 2025-09-30, 307,438 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
8
13F filers
8
New
2
Added
3
Reduced
2
Sold out
3
Shares held by filers
307,438

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 CORP177,022$64.4M2.43%+5,04313F-HRTimeline
Fulton Bank, N.A.112,449$40.9M1.43%-1,79513F-HRTimeline
Grey Fox Wealth Advisors, LLC8,948$1.91M0.39%+4,87713F-HRTimeline
Vermillion Wealth Management, Inc.3,004$1.09M0.3%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,928$1.07M0.04%+5613F-HRTimeline
Williams Jones Wealth Management, LLC.1,671$608K0.01%013F-HRTimeline
Arvest Bank Trust Division1,286$468K0.03%-4413F-HRTimeline
OAKWORTH CAPITAL, INC.130$47.2K<0.01%new13F-HRTimeline