% of shares outstanding is not shown for VWIAX: 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 VWIAX 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 | RICHARDSON FINANCIAL SERVICES INC. | 6,5386,538 | $400,378 | — | — |
| 2 | Arvest Bank Trust Division | 4,2694,269 | $261,477 | — | — |
| 3 | McIlrath & Eck, LLC | 3,5473,547 | $217,192 | — | NEW |
| 4 | Financial Gravity Asset Management, Inc. | 3,5103,510 | $214,973 | — | ADD 39% |
| 5 | Coston, McIsaac & Partners | 196196 | $12,000 | — | TRIM -77% |
| 6 | Westside Investment Management, Inc. | 3737 | $2,322 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| RICHARDSON FINANCIAL SERVICES INC. | 6K | — | 6K | 6K | 7K | 7K | $400,378 |
| Arvest Bank Trust Division | — | — | — | 4K | 4K | 4K | $261,477 |
| McIlrath & Eck, LLC | — | — | — | — | — | 4K | $217,192 |
| Financial Gravity Asset Management, Inc. | — | 4K | — | 11K | 3K | 4K | $214,973 |
| Coston, McIsaac & Partners | 28 | 28 | 28 | 29 | 853 | 196 | $12,000 |
| Westside Investment Management, Inc. | 37 | 37 | 37 | 37 | 37 | 37 | $2,322 |
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 | |
|---|---|---|---|
| McIlrath & Eck, LLC | +3,547 | $217,218 | OPEN |
| Financial Gravity Asset Management, Inc. | +991 | $60,689 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Coston, McIsaac & Partners | −657 | $40,235 | TRIM |
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 | 6 | 18,097 | — | $1M |
| 2025-Q4 | 5 | 14,216 | — | $2M |
| 2025-Q3 | 5 | 21,894 | — | $1M |
| 2025-Q2 | 4 | 9,659 | — | $600,301 |
| 2025-Q1 | 3 | 3,625 | — | $220,987 |
| 2024-Q4 | 4 | 9,873 | — | $591,623 |
| 2024-Q3 | 4 | 14,502 | — | $905,529 |
| 2024-Q2 | 4 | 8,385 | — | $506,618 |
| 2024-Q1 | 4 | 9,192 | — | $560,407 |
| 2023-Q4 | 5 | 81,005 | — | $5M |
| 2023-Q3 | 4 | 4,902,639 | — | $290M |
| 2023-Q2 | 5 | 83,789 | — | $5M |
| 2023-Q1 | 5 | 90,959 | — | $5M |
| 2022-Q4 | 3 | 657 | — | $38,247 |
| 2022-Q3 | 2 | 60 | — | $3,214 |
| 2022-Q2 | 4 | 29,600 | — | $2M |
| 2022-Q1 | 5 | 31,637 | — | $2M |
| 2021-Q4 | 5 | 49,100 | — | $3M |
| 2021-Q3 | 5 | 31,047 | — | $2M |
| 2021-Q2 | 8 | 92,517 | — | $7M |
| 2021-Q1 | 7 | 58,109 | — | $4M |
| 2020-Q4 | 4 | 19,928 | — | $1M |
| 2020-Q3 | 4 | 22,811 | — | $2M |
| 2020-Q2 | 3 | 11,825 | — | $772,541 |
| 2020-Q1 | 2 | 5,696 | — | $349,061 |
| 2019-Q4 | 4 | 27,445 | — | $2M |
| 2019-Q3 | 3 | 24,063 | — | $2M |
| 2019-Q2 | 3 | 24,029 | — | $2M |
| 2019-Q1 | 5 | 70,189 | — | $4M |
| 2018-Q4 | 2 | 21,904 | — | $1M |
| 2018-Q3 | 2 | 21,025 | — | $1M |
| 2018-Q2 | 2 | 20,897 | — | $1M |
| 2018-Q1 | 3 | 23,995 | — | $2M |
| 2017-Q4 | 4 | 27,846 | — | $2M |
| 2017-Q3 | 5 | 2,394,689 | — | $2M |
| 2017-Q2 | 4 | 26,585 | — | $2M |
| 2017-Q1 | 4 | 62,655 | — | $4M |
| 2016-Q4 | 4 | 51,994 | — | $3M |
| 2016-Q3 | 5 | 45,088 | — | $3M |
| 2016-Q2 | 4 | 19,064 | — | $1M |
| 2016-Q1 | 3 | 16,590 | — | $1M |
| 2015-Q4 | 4 | 18,642 | — | $1M |
| 2015-Q3 | 4 | 19,062 | — | $1M |
| 2015-Q2 | 4 | 19,972 | — | $1M |
| 2015-Q1 | 6 | 28,891 | — | $2M |
| 2014-Q4 | 4 | 18,440 | — | $1M |
| 2014-Q3 | 5 | 18,562 | — | $1M |
| 2014-Q2 | 5 | 23,187 | — | $1M |
| 2014-Q1 | 6 | 25,984 | — | $2M |
| 2013-Q4 | 5 | 25,656 | — | $2M |
| 2013-Q3 | 5 | 24,890 | — | $1M |
| 2013-Q2 | 6 | 32,763 | — | $2M |
