Security key
92747V106
Vintage Wine Estates, Inc. - Common Stock (VWE)
CUSIP: 92747V106
Q2 2022 13F Holders as of 30 Jun 2022
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 28,415,169
- Total 13F value
- $223,343,093
- Share change
- +1,323,521
- Put/Call ratio
- 0%
- SEC-reported price per share
- $7.86
- Number of holders
- 81
- Value change
- +$9,720,919
- Number of buys
- 51
- Number of sells
- 33
Open additional details 1 more signal available
Report period
Q2 2022
Institutions
81
Top holders
10
VWE full security history
Ownership snapshot
Full 13F holder table
Vintage Wine Estates, Inc. SEC filings
Vintage Wine Estates, Inc. company facts
Broader feeds
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
WASATCH ADVISORS LP
Comparable rows
0/15
Latest evidence
31 Mar 2022
3/4/5
13F
Highest disclosed value: $141,258,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
WASATCH ADVISORS LP has the largest disclosed position value at $141.26M.
0 of 15 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 WASATCH ADVISORS LP'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 15 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
|
—
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
|
—
class O/S missing
|
$3,453,518
6,516,072 shares
|
— | 07 Jun 2021 |
| TGAM Agribusiness Fund Holdings LP |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$874,500
1,650,000 shares
|
— | 07 Jun 2021 |
| Charles Martin Sweeney |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$351,489
663,187 shares
|
— | 07 Jun 2021 |
| Jeffrey R. Kunde |
3/4/5
Member of 10% owner group
|
—
class O/S missing
|
$274,486
517,899 shares
|
— | 07 Jun 2021 |
| Marcia Mickelson |
3/4/5
Member of 10% owner group
|
—
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 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
81
Shares
28,415,169
Rows available
81
| 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 2022 vs Q1 2022 Across Filers
Q1 2022 holders
69
Q2 2022 holders
81
Holder diff
12
| Investor | Q1 2022 Shares | Q2 2022 Shares | Share Diff | Share Chg % | Q1 2022 value | Q2 2022 value | Value change | Value Chg % |
|---|