% of shares outstanding is not shown for VBIRX: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for VBIRX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 3,012,8173.0M | $31M | — | ADD 6% |
| 2 | Grey Fox Wealth Advisors, LLC | 53,77353,773 | $551,168 | — | ADD 3% |
| 3 | Coston, McIsaac & Partners | 22,83822,838 | $234,000 | — | — |
| 4 | KELLEHER FINANCIAL ADVISORS | 3,4513,451 | $35,371 | — | — |
| 5 | Estabrook Capital Management | 1,9671,967 | $20,162 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | 63K | 2.8M | 2.8M | 2.8M | 2.8M | 3.0M | $31M |
| Grey Fox Wealth Advisors, LLC | — | — | — | 62K | 52K | 54K | $551,168 |
| Coston, McIsaac & Partners | — | — | 28K | 31K | 23K | 23K | $234,000 |
| KELLEHER FINANCIAL ADVISORS | — | — | — | 3K | 3K | 3K | $35,371 |
| Estabrook Capital Management | 2K | 2K | 2K | 2K | 2K | 2K | $20,162 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| FIRST MERCHANTS CORP | +177,148 | $2M | ADD |
| Grey Fox Wealth Advisors, LLC | +1,563 | $16,021 | ADD |
| KELLEHER FINANCIAL ADVISORS | +34 | $349 | — |
| Coston, McIsaac & Partners | +6 | $62 | — |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| No filer reduced its position this quarter. | |||
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 5 | 3,094,846 | — | $32M |
| 2025-Q4 | 5 | 2,916,095 | — | $30M |
| 2025-Q3 | 5 | 2,871,262 | — | $30M |
| 2025-Q2 | 4 | 2,817,911 | — | $29M |
| 2025-Q1 | 2 | 2,825,588 | — | $29M |
| 2024-Q4 | 2 | 64,865 | — | $657,077 |
| 2024-Q3 | 3 | 75,744 | — | $780,165 |
| 2024-Q2 | 5 | 122,166 | — | $1M |
| 2024-Q1 | 3 | 38,997 | — | $391,531 |
| 2023-Q4 | 5 | 59,361 | — | $599,552 |
| 2023-Q3 | 3 | 65,113 | — | $640,710 |
| 2023-Q2 | 5 | 141,110 | — | $1M |
| 2023-Q1 | 4 | 160,725 | — | $2M |
| 2022-Q4 | 5 | 175,956 | — | $2M |
| 2022-Q3 | 3 | 96,978 | — | $951,296 |
| 2022-Q2 | 2 | 89,910 | — | $904,788 |
| 2022-Q1 | 2 | 90,306 | — | $922,083 |
| 2021-Q4 | 4 | 1,382,072 | — | $15M |
| 2021-Q3 | 4 | 1,287,720 | — | $14M |
| 2021-Q2 | 4 | 1,262,761 | — | $14M |
| 2021-Q1 | 5 | 1,206,481 | — | $13M |
| 2020-Q4 | 5 | 1,104,719 | — | $12M |
| 2020-Q3 | 3 | 1,021,616 | — | $11M |
| 2020-Q2 | 3 | 1,012,585 | — | $11M |
| 2020-Q1 | 3 | 998,096 | — | $11M |
| 2019-Q4 | 3 | 949,372 | — | $10M |
| 2019-Q3 | 2 | 125,649 | — | $1M |
| 2019-Q2 | 2 | 907,302 | — | $10M |
| 2019-Q1 | 3 | 1,081,446 | — | $11M |
| 2018-Q4 | 3 | 1,556,857 | — | $16M |
| 2018-Q3 | 4 | 1,880,120 | — | $19M |
| 2018-Q2 | 2 | 656,360 | — | $7M |
| 2018-Q1 | 4 | 1,854,477 | — | $19M |
| 2017-Q4 | 5 | 2,118,210 | — | $22M |
| 2017-Q3 | 6 | 2,853,314 | — | $30M |
| 2017-Q2 | 5 | 2,144,241 | — | $22M |
| 2017-Q1 | 4 | 1,702,064 | — | $18M |
| 2016-Q4 | 4 | 1,260,545 | — | $13M |
| 2016-Q3 | 4 | 759,384 | — | $8M |
| 2016-Q2 | 5 | 627,476 | — | $7M |
| 2016-Q1 | 4 | 519,904 | — | $5M |
| 2015-Q4 | 4 | 483,070 | — | $5M |
| 2015-Q3 | 2 | 170,317 | — | $2M |
| 2015-Q2 | 2 | 154,911 | — | $2M |
| 2015-Q1 | 4 | 566,082 | — | $6M |
| 2014-Q4 | 3 | 178,705 | — | $2M |
| 2014-Q3 | 3 | 178,211 | — | $2M |
| 2014-Q2 | 3 | 64,926 | — | $684,000 |
| 2014-Q1 | 1 | 16,865 | — | $177,000 |
| 2013-Q4 | 1 | 20,898 | — | $219,000 |
