Vintage Wine Estates, Inc. - Common Stock (VWE)

CUSIP: 92747V106

Q2 2021 13F Holders as of 30 Jun 2021

Security type / class
Equity / Common Stock
Total 13F shares
26,401,463
Total 13F value
$309,611,400
Share change
+26,401,463
Put/Call ratio
132%
SEC-reported price per share
$12.00
Number of holders
55
Value change
+$309,611,400
Number of buys
55

Security key

92747V106

Report period

Q2 2021

Institutions

55

Top holders

10

VWE full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2021 Vintage Wine Estates, Inc. SEC filings Vintage Wine Estates, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of VWE - Vintage Wine Estates, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
MARITAL TRUST D UNDER THE...
Disclosed value leader
MARITAL TRUST D UNDER THE...
Comparable rows
0/11
Latest evidence
07 Jun 2021
3/4/5 Highest disclosed value: $5,193,989 11 rows are not safely comparable across share classes. Showing 1-6 of 11 holder rows.

Quick read

MARITAL TRUST D UNDER THE LESLIE G. RUDD LIVING TRUST U/A/D 3/31/1999, AS AMENDED has the largest disclosed position value at $5.19M.

0 of 11 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens MARITAL TRUST D UNDER THE LESLIE G. RUDD LIVING TRUST U/A/D 3/31/1999, AS AMENDED's linked filing trail.
Disclosed position value Top 5
MARITAL TRUST D UNDER THE LESLIE ... $5.19M
Patrick A. Roney & Laura G. Roney... $3.45M
TGAM Agribusiness Fund Holdings LP $874.5K
Charles Martin Sweeney $351.5K
Jeffrey R. Kunde $274.5K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 11 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
MARITAL TRUST D UNDER THE LESLIE G. RUDD LIVING TRUST U/A/D 3/31/1999, AS AMENDED
3/4/5
Member of 10% owner group, 10%+ Owner
3/4/5
—
class O/S missing
$5,193,989
9,799,980 shares
 — 07 Jun 2021
Patrick A. Roney & Laura G. Roney Trust
3/4/5
10%+ Owner
3/4/5
—
class O/S missing
$3,453,518
6,516,072 shares
 — 07 Jun 2021
TGAM Agribusiness Fund Holdings LP
3/4/5
10%+ Owner
3/4/5
—
class O/S missing
$874,500
1,650,000 shares
 — 07 Jun 2021
Charles Martin Sweeney
3/4/5
10%+ Owner
3/4/5
—
class O/S missing
$351,489
663,187 shares
 — 07 Jun 2021
Jeffrey R. Kunde
3/4/5
Member of 10% owner group
3/4/5
—
class O/S missing
$274,486
517,899 shares
 — 07 Jun 2021
Marcia Mickelson
3/4/5
Member of 10% owner group
3/4/5
—
class O/S missing
$274,486
517,899 shares
 — 07 Jun 2021
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
55
Shares
26,401,463
Rows available
55
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2021 vs Q3 2024 Across Filers

Q3 2024 holders
8
Q2 2021 holders
55
Holder diff
47
Investor Q3 2024 Shares Q2 2021 Shares Share Diff Share Chg % Q3 2024 value Q2 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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