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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 2025-12-31, 307,409 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
9
13F filers
9
New
2
Added
3
Reduced
3
Sold out
1
Shares held by filers
307,409

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 CORP181,144$65.1M2.41%+4,12213F-HRTimeline
Fulton Bank, N.A.113,924$40.9M1.41%+1,47513F-HRTimeline
Grey Fox Wealth Advisors, LLC4,217$1.52M0.31%-4,73113F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,902$1.04M0.04%-2613F-HRTimeline
Williams Jones Wealth Management, LLC.1,671$600K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,229$441K0.04%new13F-HRTimeline
Arvest Bank Trust Division1,127$406K0.02%-15913F-HRTimeline
RFP Financial Group LLC841$302K0.14%new13F-HRTimeline
OAKWORTH CAPITAL, INC.354$127K0.01%+22413F-HRTimeline