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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 2026-03-31, 299,374 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
9
13F filers
9
New
2
Added
3
Reduced
3
Sold out
2
Shares held by filers
299,374

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 CORP176,938$62.9M2.39%-4,20613F-HRTimeline
Fulton Bank, N.A.111,393$39.6M1.4%-2,53113F-HRTimeline
Grey Fox Wealth Advisors, LLC4,344$1.55M0.3%+12713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,945$1.05M0.05%+4313F-HRTimeline
Williams Jones Wealth Management, LLC.1,671$594K0.01%013F-HRTimeline
Arvest Bank Trust Division907$323K0.02%-22013F-HRTimeline
Violich Capital Management, Inc.604$215K0.03%new13F-HRTimeline
OAKWORTH CAPITAL, INC.355$126K0.01%+113F-HRTimeline
McIlrath & Eck, LLC217$77.2K0.01%new13F-HRTimeline