Who Owns VWUAX?
— Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
216,089,773
Institutional Holders
5
Total Inst. Value
$1.5M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
4
Closed Positions
4
Increased
0
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Redwood Wealth Management Group, LLCNew | $511K | 3,076 |
| 2 | NORTHSTAR ASSET MANAGEMENT CoNew | $474K | 2,850 |
| 3 | Trivant Custom Portfolio Group, LLCNew | $269K | 1,621 |
| 4 | TOWER BRIDGE ADVISORS | $240K | 1,448 |
| 5 | Financial Gravity Asset Management, Inc.New | $19K | 117 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Redwood Wealth Management Group, LLCNew | +3K | $511K |
| NORTHSTAR ASSET MANAGEMENT CoNew | +3K | $474K |
| Trivant Custom Portfolio Group, LLCNew | +2K | $269K |
| Financial Gravity Asset Management, Inc.New | +117 | $19K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
Frequently Asked Questions
How many institutional investors hold VWUAX?
As of Q1 2025, 5 institutional investors report holding VWUAX (null) in their 13F filings.
Which hedge fund owns the most VWUAX?
The largest institutional holder of VWUAX is Redwood Wealth Management Group, LLC with $511K in shares.
Are institutions buying or selling VWUAX?
This quarter, 4 institutions opened new positions in VWUAX and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.