% of shares outstanding is not shown for VWINX: 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 VWINX 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 | Fairfield Financial Advisors, LTD | 34,48634,486 | $871,807 | — | ADD 4% |
| 2 | Fulton Bank, N.A. | 8,6478,647 | $218,619 | — | — |
| 3 | McIlrath & Eck, LLC | 7,2047,204 | $182,112 | — | NEW |
| 4 | Coston, McIsaac & Partners | 3,5853,585 | $90,000 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | 60K | 47K | 43K | 33K | 33K | 34K | $871,807 |
| Fulton Bank, N.A. | 9K | 9K | 9K | 9K | 9K | 9K | $218,619 |
| McIlrath & Eck, LLC | — | — | — | — | — | 7K | $182,112 |
| Coston, McIsaac & Partners | 3K | 3K | 3K | 3K | 4K | 4K | $90,000 |
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 | +7,204 | $182,117 | OPEN |
| Fairfield Financial Advisors, LTD | +1,378 | $34,836 | ADD |
| Coston, McIsaac & Partners | +21 | $531 | — |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Financially Speaking Inc | −2,921 | $73,843 | CLOSE |
| Garton & Associates Financial Advisors LLC | −1,234 | $31,196 | CLOSE |
| Kohmann Bosshard Financial Services, LLC | −274 | $6,927 | CLOSE |
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 | 4 | 53,922 | — | $1M |
| 2025-Q4 | 6 | 49,748 | — | $1M |
| 2025-Q3 | 6 | 54,130 | — | $1M |
| 2025-Q2 | 4 | 58,489 | — | $2M |
| 2025-Q1 | 4 | 63,813 | — | $2M |
| 2024-Q4 | 4 | 74,978 | — | $2M |
| 2024-Q3 | 3 | 79,429 | — | $2M |
| 2024-Q2 | 4 | 82,995 | — | $2M |
| 2024-Q1 | 2 | 11,944 | — | $301,013 |
| 2023-Q4 | 5 | 105,736 | — | $3M |
| 2023-Q3 | 5 | 440,802 | — | $11M |
| 2023-Q2 | 7 | 143,571 | — | $4M |
| 2023-Q1 | 6 | 137,472 | — | $3M |
| 2022-Q4 | 6 | 150,624 | — | $4M |
| 2022-Q3 | 5 | 147,106 | — | $4M |
| 2022-Q2 | 4 | 143,174 | — | $4M |
| 2022-Q1 | 4 | 151,668 | — | $4M |
| 2021-Q4 | 3 | 35,104 | — | $1M |
| 2021-Q3 | 3 | 28,779 | — | $843,000 |
| 2021-Q2 | 3 | 28,051 | — | $825,000 |
| 2021-Q1 | 3 | 28,051 | — | $798,000 |
| 2020-Q4 | 4 | 58,867 | — | $2M |
| 2020-Q3 | 4 | 36,608 | — | $1M |
| 2020-Q2 | 4 | 36,608 | — | $989,000 |
| 2020-Q1 | 5 | 53,414 | — | $1M |
| 2019-Q4 | 4 | 46,767 | — | $1M |
| 2019-Q3 | 4 | 56,488 | — | $2M |
| 2019-Q2 | 4 | 51,502 | — | $1M |
| 2019-Q1 | 3 | 352,161 | — | $9M |
| 2018-Q4 | 4 | 16,216 | — | $396,000 |
| 2018-Q3 | 2 | 9,613 | — | $255,000 |
| 2018-Q2 | 2 | 1,893 | — | $49,000 |
| 2018-Q1 | 1 | 1,389 | — | $36,000 |
| 2017-Q4 | 1 | 1,389 | — | $37,000 |
| 2017-Q3 | 2 | 1,382 | — | $37,000 |
| 2017-Q2 | 1 | 1,381 | — | $36,000 |
| 2017-Q1 | 1 | 1,381 | — | $36,000 |
| 2016-Q4 | 1 | 1,381 | — | $35,000 |
| 2016-Q3 | 1 | 1,374 | — | $36,000 |
| 2016-Q2 | 3 | 2,848 | — | $74,426 |
| 2016-Q1 | 3 | 1,692 | — | $43,000 |
| 2015-Q4 | 5 | 17,720 | — | $435,226 |
| 2015-Q3 | 2 | 5,168 | — | $128,000 |
| 2015-Q2 | 3 | 30,984 | — | $782,342 |
| 2015-Q1 | 3 | 81,651 | — | $2M |
| 2014-Q4 | 2 | 14,259 | — | $364,664 |
| 2014-Q3 | 1 | 13,872 | — | $355,813 |
| 2014-Q2 | 1 | 14,203 | — | $367,998 |
| 2014-Q1 | 3 | 80,920 | — | $2M |
| 2013-Q4 | 1 | 24,923 | — | $619,344 |
| 2013-Q3 | 2 | 20,370 | — | $505,478 |
| 2013-Q2 | 2 | 14,426 | — | $354,517 |
