% of shares outstanding is not shown for VWUAX: 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 lands with its cohort — the cohort is size-matched, so it needs a market cap for VWUAX in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | NORTHSTAR ASSET MANAGEMENT Co | 2,6032,603 | $447,799 | — | TRIM -3% |
| 2 | McIlrath & Eck, LLC | 318318 | $54,722 | — | NEW |
| 3 | Financial Gravity Asset Management, Inc. | 128128 | $22,060 | — | NEW |
| 4 | OAKWORTH CAPITAL, INC. | 2929 | $4,909 | — | — |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| McIlrath & Eck, LLC | +318 | $54,712 | OPEN |
| Financial Gravity Asset Management, Inc. | +128 | $22,022 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| TOWER BRIDGE ADVISORS | −1,522 | $261,860 | CLOSE |
| Fulton Bank, N.A. | −1,102 | $189,599 | CLOSE |
| NORTHSTAR ASSET MANAGEMENT Co | −76 | $13,076 | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT Co | 3K | 3K | 3K | 3K | 3K | 3K | $447,799 |
| McIlrath & Eck, LLC | — | — | — | — | — | 318 | $54,722 |
| Financial Gravity Asset Management, Inc. | — | 117 | — | — | — | 128 | $22,060 |
| OAKWORTH CAPITAL, INC. | — | — | — | 26 | 29 | 29 | $4,909 |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
