% of shares outstanding is not shown for VWUSX: 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 VWUSX 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 | Redwood Wealth Management Group, LLC | 11,43111,431 | $759,224 | — | TRIM -3% |
| 2 | FIRST MERCHANTS CORP | 3,8453,845 | $255,418 | — | — |
| 3 | Coston, McIsaac & Partners | 350350 | $23,000 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 14K | 14K | 14K | 13K | 12K | 11K | $759,224 |
| FIRST MERCHANTS CORP | 4K | 4K | 4K | 4K | 4K | 4K | $255,418 |
| Coston, McIsaac & Partners | 319 | 319 | 319 | 319 | 350 | 350 | $23,000 |
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 | |
|---|---|---|---|
| No filer increased its position this quarter. | |||
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Garton & Associates Financial Advisors LLC | −460 | $30,553 | CLOSE |
| Redwood Wealth Management Group, LLC | −401 | $26,634 | 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 | 3 | 15,626 | — | $1M |
| 2025-Q4 | 4 | 16,487 | — | $1M |
| 2025-Q3 | 3 | 17,207 | — | $1M |
| 2025-Q2 | 3 | 18,299 | — | $1M |
| 2025-Q1 | 3 | 18,303 | — | $1M |
| 2024-Q4 | 3 | 18,307 | — | $1M |
| 2024-Q3 | 3 | 17,818 | — | $1M |
| 2024-Q2 | 3 | 13,209 | — | $889,714 |
| 2024-Q1 | 2 | 9,147 | — | $580,702 |
| 2023-Q4 | 4 | 7,592 | — | $430,045 |
| 2023-Q3 | 2 | 1,425 | — | $69,000 |
| 2023-Q2 | 4 | 5,739 | — | $293,200 |
| 2023-Q1 | 4 | 6,239 | — | $274,850 |
| 2022-Q4 | 4 | 3,055 | — | $118,465 |
| 2022-Q3 | 2 | 1,420 | — | $55,000 |
| 2022-Q2 | 2 | 7,117 | — | $286,000 |
| 2022-Q1 | 2 | 7,117 | — | $393,000 |
| 2021-Q4 | 2 | 7,117 | — | $463,000 |
| 2021-Q3 | 2 | 6,985 | — | $503,000 |
| 2021-Q2 | 2 | 6,985 | — | $510,000 |
| 2021-Q1 | 2 | 6,985 | — | $453,000 |
| 2020-Q4 | 2 | 6,985 | — | $459,000 |
| 2020-Q3 | 1 | 6,000 | — | $357,000 |
| 2020-Q2 | 1 | 6,000 | — | $308,000 |
| 2020-Q1 | 1 | 7,941 | — | $301,000 |
| 2019-Q4 | 1 | 7,941 | — | $342,000 |
| 2019-Q3 | 1 | 8,179 | — | $331,000 |
| 2019-Q2 | 1 | 8,179 | — | $337,000 |
| 2019-Q1 | 1 | 134 | — | $5,000 |
| 2016-Q2 | 1 | 2,041 | — | $58,811 |
| 2015-Q4 | 1 | 928 | — | $27,642 |
