Vintage Wine Estates Ownership 2024 | Who Owns Vintage Wine Estates Now?
Institutional Ownership
10.06%
Insider Ownership
51.16%
Retail Ownership
38.79%
Institutional Holders
51.00
Vintage Wine Estates Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 2.95% | - | 1,765,842 | -565 | -0.03% | 245,805 | Jun 30, 2024 |
| PARADICE INVESTMENT MANAGEMENT LLC | 2.88% | 0.04% | 1,725,145 | - | - | 240,140 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 1.39% | 0.00% | 832,713 | -2,354,426 | -73.87% | 115,914 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.43% | - | 257,378 | - | - | 35,833 | Jun 30, 2024 |
| BLACKROCK INC. | 0.36% | - | 214,082 | -44,470 | -17.20% | 29,800 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.30% | - | 181,600 | -140,100 | -43.55% | 25,279 | Jun 30, 2024 |
| STATE STREET CORP | 0.22% | - | 129,101 | - | - | 17,971,000 | Jun 30, 2024 |
| AMUNDI | 0.11% | - | 67,806 | 67,806 | 100.00% | 9,289 | Jun 30, 2024 |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 0.11% | 0.00% | 66,949 | - | - | 9,319 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.10% | 0.00% | 60,654 | 18,173 | 42.78% | 8,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.09% | - | 54,910 | 34,090 | 163.74% | 7,632 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.09% | - | 52,205 | -34 | -0.07% | 7,267,000 | Jun 30, 2024 |
| STEPHENS INC /AR/ | 0.07% | 0.00% | 41,968 | - | - | 5,842 | Jun 30, 2024 |
| STIFEL FINANCIAL CORP | 0.07% | - | 40,000 | - | - | 5,568 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.06% | - | 35,460 | 10,950 | 44.68% | 4,936 | Jun 30, 2024 |
| SHAY CAPITAL LLC | 0.04% | 0.00% | 26,463 | 1,000 | 3.93% | 3,684 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.04% | - | 24,149 | -33,726 | -58.27% | 3,362 | Jun 30, 2024 |
| EMC CAPITAL MANAGEMENT | 0.04% | 0.00% | 21,251 | - | - | 3,000 | Jun 30, 2024 |
| MARINER, LLC | 0.03% | - | 20,500 | - | - | 2,854 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.03% | - | 19,128 | 193 | 1.02% | 3,000 | Jun 30, 2024 |
Vintage Wine Estates's largest institutional shareholder is VANGUARD GROUP INC, holding 2.95% of the company's total share outstanding, currently valued at $245.81K. The top 10 institutional shareholders own together 8.85% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PARADICE INVESTMENT MANAGEMENT LLC | 2.88% | 0.04% | 1,725,145 | - | - | 240,140 | Jun 30, 2024 |
| EMC CAPITAL MANAGEMENT | 0.04% | 0.00% | 21,251 | - | - | 3,000 | Jun 30, 2024 |
| FORTIS ADVISORS, LLC | 0.03% | 0.00% | 15,000 | - | - | 2,088 | Jun 30, 2024 |
| VERITY WEALTH ADVISORS | 0.02% | 0.00% | 10,000 | - | - | 1,392 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 1.39% | 0.00% | 832,713 | -2,354,426 | -73.87% | 115,914 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.10% | 0.00% | 60,654 | 18,173 | 42.78% | 8,000 | Jun 30, 2024 |
| SHAY CAPITAL LLC | 0.04% | 0.00% | 26,463 | 1,000 | 3.93% | 3,684 | Jun 30, 2024 |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 0.11% | 0.00% | 66,949 | - | - | 9,319 | Jun 30, 2024 |
| LGT FINANCIAL ADVISORS LLC | 0.00% | 0.00% | 1,000 | - | - | 139 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.03% | 0.00% | 16,526 | 16,526 | 100.00% | 2,300 | Jun 30, 2024 |
| LRI INVESTMENTS, LLC | 0.02% | 0.00% | 10,000 | - | - | 1,392 | Jun 30, 2024 |
| BEACON CAPITAL MANAGEMENT, LLC | 0.01% | 0.00% | 6,000 | - | - | 835 | Jun 30, 2024 |
| CONTINUUM ADVISORY, LLC | 0.01% | 0.00% | 5,541 | - | - | 771 | Jun 30, 2024 |
| STEPHENS INC /AR/ | 0.07% | 0.00% | 41,968 | - | - | 5,842 | Jun 30, 2024 |
| ZRC WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 1,000 | - | - | 140,000 | Jun 30, 2024 |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 0.00% | 0.00% | 2,000 | - | - | 278 | Jun 30, 2024 |
| FINEMARK NATIONAL BANK & TRUST | 0.02% | 0.00% | 10,000 | - | - | 1,392 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.02% | - | 14,456 | - | - | 2,012 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.30% | - | 181,600 | -140,100 | -43.55% | 25,279 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | - | 17,016 | -8,714 | -33.87% | 2,365 | Jun 30, 2024 |
The largest Vintage Wine Estates shareholder by % of total assets is PARADICE INVESTMENT MANAGEMENT LLC. The company owns 1.73M shares of Vintage Wine Estates (VWE), representing 0.04% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMUNDI | 0.11% | - | 67,806 | 67,806 | 100.00% | 9,289 | Jun 30, 2024 |
| UBS GROUP AG | 0.09% | - | 54,910 | 34,090 | 163.74% | 7,632 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.10% | 0.00% | 60,654 | 18,173 | 42.78% | 8,000 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.03% | 0.00% | 16,526 | 16,526 | 100.00% | 2,300 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.06% | - | 35,460 | 10,950 | 44.68% | 4,936 | Jun 30, 2024 |
| ALLWORTH FINANCIAL LP | 0.02% | - | 10,000 | 9,000 | 900.00% | 1,122 | Jun 30, 2024 |
| SHAY CAPITAL LLC | 0.04% | 0.00% | 26,463 | 1,000 | 3.93% | 3,684 | Jun 30, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.00% | - | 200 | 200 | 100.00% | 28 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.03% | - | 19,128 | 193 | 1.02% | 3,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.01% | - | 6,703 | 15 | 0.22% | 933 | Jun 30, 2024 |
| TORONTO DOMINION BANK | - | - | 16 | - | - | 2 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | - | 123 | - | - | 17,000 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.00% | - | 1,015 | - | - | 381 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 0.00% | - | 1,000 | - | - | 139 | Jun 30, 2024 |
| US BANCORP \DE\ | 0.00% | - | 1,000 | - | - | 139 | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | - | 1,400 | - | - | 242 | Jun 30, 2024 |
| STATE STREET CORP | 0.22% | - | 129,101 | - | - | 17,971,000 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.00% | - | 2,433 | - | - | 339,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.43% | - | 257,378 | - | - | 35,833 | Jun 30, 2024 |
| MARINER, LLC | 0.03% | - | 20,500 | - | - | 2,854 | Jun 30, 2024 |
As of Jun 30 2024, Vintage Wine Estates's largest institutional buyer is AMUNDI. The company purchased 67.81K stocks of VWE, valued at $9.29K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 1.39% | 0.00% | 832,713 | -2,354,426 | -73.87% | 115,914 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -250,100 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -239,121 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.30% | - | 181,600 | -140,100 | -43.55% | 25,279 | Jun 30, 2024 |
| BLACKROCK INC. | 0.36% | - | 214,082 | -44,470 | -17.20% | 29,800 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.04% | - | 24,149 | -33,726 | -58.27% | 3,362 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -29,567 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -14,825 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | 0.00% | - | 2,204 | -13,492 | -85.96% | 306 | Jun 30, 2024 |
| BARCLAYS PLC | 0.02% | - | 10,120 | -11,525 | -53.25% | 1,000 | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | - | - | - | -10,800 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -10,170 | -100.00% | - | Jun 30, 2024 |
| COOPER/HAIMS ADVISORS, LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -9,068 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | - | 17,016 | -8,714 | -33.87% | 2,365 | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 2.95% | - | 1,765,842 | -565 | -0.03% | 245,805 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.01% | - | 4,200 | -135 | -3.11% | 585 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -41 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Vintage Wine Estates's biggest institutional seller is WASATCH ADVISORS LP. The company sold -2.35M shares of VWE, valued at $115.91K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMUNDI | 0.11% | - | 67,806 | 67,806 | 100.00% | 9,289 | Jun 30, 2024 |
Vintage Wine Estates's largest new institutional shareholder by number of shares is AMUNDI, purchased 67.81K shares, valued at $9.29K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -250,100 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -239,121 | -100.00% | - | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -29,567 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -14,825 | -100.00% | - | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | - | - | - | -10,800 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -10,170 | -100.00% | - | Jun 30, 2024 |
| COOPER/HAIMS ADVISORS, LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -9,068 | -100.00% | - | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -41 | -100.00% | - | Jun 30, 2024 |
Vintage Wine Estates's largest sold out institutional shareholder by shares sold is BRIDGEWAY CAPITAL MANAGEMENT, LLC, sold -0.25M shares, valued at -, as of undefined.
Vintage Wine Estates Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| WASATCH FUNDS TRUST | 0.34% | 3,188,638 | -2,225,381 | -41.10% | Mar 31, 2024 |
| MERIDIAN FUND INC | 0.24% | 566,077 | - | - | Mar 28, 2024 |
| BRIDGEWAY FUNDS INC | 0.11% | 250,100 | - | - | Mar 28, 2024 |
| Vericimetry Funds | 0.08% | 7,470 | - | - | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 35,156 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 50,032 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,721 | - | - | Mar 31, 2024 |
| Capitol Series Trust | 0.01% | 76,811 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,727,270 | -431,243 | -19.98% | Mar 31, 2024 |
| Series Portfolios Trust | 0.00% | 18,281 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 52,806 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 574 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 328,205 | - | - | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 227,462 | -6,612 | -2.82% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,429 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 27,397 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 29,567 | - | - | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 12,707 | - | - | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 11,569 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 622 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 972 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,778 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 7,800 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 16,170 | - | - | Mar 28, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 289,651 | - | - | Mar 31, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 297 | - | - | Dec 31, 2023 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 12,562 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 112,298 | - | - | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,239 | - | - | Feb 29, 2024 |
| VALIC Co I | 0.00% | 11,920 | - | - | Feb 29, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 1,100 | - | - | Mar 28, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 146 | - | - | Dec 31, 2023 |
| ProFunds | 0.00% | 410 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 4,582 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 27,005 | - | - | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 2,849 | - | - | Jan 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 1,877 | - | - | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 21 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 1,892 | - | - | Feb 29, 2024 |
| FLEXSHARES TRUST | 0.00% | 1,302 | - | - | Jan 31, 2024 |
| PROSHARES TRUST | 0.00% | 3,832 | - | - | Feb 29, 2024 |
| TIAA-CREF FUNDS | 0.00% | 45,240 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 1,476 | - | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 12,734 | - | - | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 3,261 | - | - | Jan 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 3,711 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 24,500 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 177 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 4,341 | -1,195 | -21.59% | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 54,094 | -1,424 | -2.56% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 6,961 | - | - | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 8,720 | - | - | Mar 31, 2024 |
| BlackRock Variable Series Funds, Inc. | 0.00% | 3,760 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 232 | - | - | Jan 31, 2024 |
| BLACKROCK FUNDS | 0.00% | 5,200 | - | - | Mar 28, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 2,753 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 774 | - | - | Mar 31, 2024 |
| SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 7,300 | - | - | Feb 29, 2024 |
Vintage Wine Estates's largest mutual fund holder by % of total assets is "WASATCH FUNDS TRUST", owning 3.19M shares, compromising 0.34% of its total assets.
Vintage Wine Estates Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 51 | -13.56% |
| 31 Mar, 24 | 59 | - |
| 31 Dec, 23 | 59 | -3.28% |
| 30 Sep, 23 | 61 | -4.69% |
| 30 Jun, 23 | 64 | -12.33% |
| 31 Mar, 23 | 73 | -16.09% |
| 31 Dec, 22 | 87 | 7.41% |
| 30 Sep, 22 | 81 | -4.71% |
| 30 Jun, 22 | 85 | 13.33% |
| 31 Mar, 22 | 75 | 2.74% |
| 31 Dec, 21 | 73 | 10.61% |
| 30 Sep, 21 | 66 | 10.00% |
| 30 Jun, 21 | 60 | - |
As of 30 Jun 24, 51 institutions are holding Vintage Wine Estates's shares, representing a decrease of -13.56% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 6,023,331 | -32.96% |
| 31 Mar, 24 | 8,984,832 | -29.07% |
| 31 Dec, 23 | 12,666,706 | -22.99% |
| 30 Sep, 23 | 16,447,201 | -14.36% |
| 30 Jun, 23 | 19,204,767 | -15.38% |
| 31 Mar, 23 | 22,694,496 | -8.41% |
| 31 Dec, 22 | 24,777,134 | -4.96% |
| 30 Sep, 22 | 26,069,137 | -8.26% |
| 30 Jun, 22 | 28,416,261 | -0.86% |
| 31 Mar, 22 | 28,663,713 | 1.98% |
| 31 Dec, 21 | 28,108,022 | 5.42% |
| 30 Sep, 21 | 26,661,980 | 0.99% |
| 30 Jun, 21 | 26,401,483 | - |
Vintage Wine Estates (VWE) has 6.02M shares outstanding as of 30 Jun 24, down -32.96% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 10.06% | 4.44% |
| 31 Mar, 24 | 15.04% | 3.31% |
| 31 Dec, 23 | 21.32% | 2.75% |
| 30 Sep, 23 | 27.83% | 2.65% |
| 30 Jun, 23 | 32.39% | 2.21% |
| 31 Mar, 23 | 38.28% | 2.17% |
| 31 Dec, 22 | 42.04% | 2.14% |
| 30 Sep, 22 | 44.32% | 2.02% |
| 30 Jun, 22 | 46.83% | 2.15% |
| 31 Mar, 22 | 46.68% | 2.16% |
| 31 Dec, 21 | 46.49% | 2.39% |
| 30 Sep, 21 | 44.10% | 0.39% |
| 30 Jun, 21 | 106.90% | - |
As of 30 Jun 24, Vintage Wine Estates is held by 10.06% institutional shareholders, representing a 4.44% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 12 | -7.69% |
| 31 Mar, 24 | 13 | -27.78% |
| 31 Dec, 23 | 18 | -25.00% |
| 30 Sep, 23 | 24 | 14.29% |
| 30 Jun, 23 | 21 | -30.00% |
| 31 Mar, 23 | 30 | -33.33% |
| 31 Dec, 22 | 45 | 12.50% |
| 30 Sep, 22 | 40 | -20.00% |
| 30 Jun, 22 | 50 | 21.95% |
| 31 Mar, 22 | 41 | 5.13% |
| 31 Dec, 21 | 39 | 14.71% |
| 30 Sep, 21 | 34 | -39.29% |
| 30 Jun, 21 | 56 | - |
12 institutional shareholders have increased their position in VWE stock as of 30 Jun 24 compared to 13 in the previous quarter (a -7.69% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 10 | -47.37% |
| 31 Mar, 24 | 19 | 26.67% |
| 31 Dec, 23 | 15 | 15.38% |
| 30 Sep, 23 | 13 | -51.85% |
| 30 Jun, 23 | 27 | 42.11% |
| 31 Mar, 23 | 19 | -9.52% |
| 31 Dec, 22 | 21 | 5.00% |
| 30 Sep, 22 | 20 | - |
| 30 Jun, 22 | 20 | 33.33% |
| 31 Mar, 22 | 15 | -11.76% |
| 31 Dec, 21 | 17 | 6.25% |
| 30 Sep, 21 | 16 | - |
| 30 Jun, 21 | - | - |
10 institutional shareholders have reduced their position in VWE stock as of 30 Jun 24 compared to 19 in the previous quarter (a -47.37% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 51 | -13.56% | 6,023,331 | -32.96% | 10.06% | 4.44% | 12 | -7.69% | 10 | -47.37% |
| 31 Mar, 24 | 59 | - | 8,984,832 | -29.07% | 15.04% | 3.31% | 13 | -27.78% | 19 | 26.67% |
| 31 Dec, 23 | 59 | -3.28% | 12,666,706 | -22.99% | 21.32% | 2.75% | 18 | -25.00% | 15 | 15.38% |
| 30 Sep, 23 | 61 | -4.69% | 16,447,201 | -14.36% | 27.83% | 2.65% | 24 | 14.29% | 13 | -51.85% |
| 30 Jun, 23 | 64 | -12.33% | 19,204,767 | -15.38% | 32.39% | 2.21% | 21 | -30.00% | 27 | 42.11% |
| 31 Mar, 23 | 73 | -16.09% | 22,694,496 | -8.41% | 38.28% | 2.17% | 30 | -33.33% | 19 | -9.52% |
| 31 Dec, 22 | 87 | 7.41% | 24,777,134 | -4.96% | 42.04% | 2.14% | 45 | 12.50% | 21 | 5.00% |
| 30 Sep, 22 | 81 | -4.71% | 26,069,137 | -8.26% | 44.32% | 2.02% | 40 | -20.00% | 20 | - |
| 30 Jun, 22 | 85 | 13.33% | 28,416,261 | -0.86% | 46.83% | 2.15% | 50 | 21.95% | 20 | 33.33% |
| 31 Mar, 22 | 75 | 2.74% | 28,663,713 | 1.98% | 46.68% | 2.16% | 41 | 5.13% | 15 | -11.76% |
| 31 Dec, 21 | 73 | 10.61% | 28,108,022 | 5.42% | 46.49% | 2.39% | 39 | 14.71% | 17 | 6.25% |
| 30 Sep, 21 | 66 | 10.00% | 26,661,980 | 0.99% | 44.10% | 0.39% | 34 | -39.29% | 16 | - |
| 30 Jun, 21 | 60 | - | 26,401,483 | - | 106.90% | - | 56 | - | - | - |
Vintage Wine Estates Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Vintage Wine Estates's stock was made by Johnston Kristina L on Mar 11 2024, selling 29,655 shares at $0.48 per share (valued at $14.23K). The last insider buy of VWE was made by Roney Patrick A on Dec 15 2023, buying 100,000 shares at $0.53 per share (worth $53.00K).
Vintage Wine Estates Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 35 | 6 | 583.33% |
| Q3 2023 | 5 | 2 | 250.00% |
| Q2 2023 | 19 | 4 | 475.00% |
| Q1 2023 | 5 | 4 | 125.00% |
| Q4 2022 | 19 | 8 | 237.50% |
| Q2 2022 | 7 | - | - |
| Q1 2022 | 6 | - | - |
| Q4 2021 | 8 | - | - |
| Q3 2021 | - | 1 | - |
| Q2 2021 | 4 | 10 | 40.00% |
35 total buy trades, and 6 total sell trades (buy/sell ratio of 5.83%) were made by Vintage Wine Estates's insiders, as of Q4 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 11 | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 7 | - | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | 5 | 1 | 500.00% |
| Q2 2022 | - | - | - |
| Q1 2022 | 2 | - | - |
| Q4 2021 | 8 | - | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | - | - |
As of Q4 2023, Insider owners conducted 11 open market buy trades and 0 open market sell trades of Vintage Wine Estates's stocks.
VWE Ownership FAQ
Who Owns Vintage Wine Estates?
Vintage Wine Estates is owned by institutional shareholders (10.06%), insiders (51.16%), and public (38.79%). The largest institutional shareholder of Vintage Wine Estates is VANGUARD GROUP INC (2.95% of total shares) and the top mutual fund owner is WASATCH FUNDS TRUST (0.34% of total shares).
Who are the major institutional shareholders of Vintage Wine Estates?
Vintage Wine Estates's major institutional shareholders are VANGUARD GROUP INC, PARADICE INVESTMENT MANAGEMENT LLC, WASATCH ADVISORS LP, GEODE CAPITAL MANAGEMENT, LLC, and BLACKROCK INC.. The top five shareholders own together 8.01% of the company's share outstanding.
How many Vintage Wine Estates shareholders are there?
As of Jun 2024, there are 51 institutional shareholders of Vintage Wine Estates.
What percentage of Vintage Wine Estates is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 1.77M shares of Vintage Wine Estates, representing 2.95% of the company's total shares outstanding, valued at $245.8K (as of Jun 2024).
What percentage of Vintage Wine Estates is owned by PARADICE INVESTMENT MANAGEMENT LLC?
As of Jun 2024, PARADICE INVESTMENT MANAGEMENT LLC holds 1.73M shares of Vintage Wine Estates (VWE), compromising 2.88% of the company, valued at $240.14K.
What percentage of Vintage Wine Estates is owned by WASATCH ADVISORS LP?
WASATCH ADVISORS LP is the third largest holder of Vintage Wine Estates. The company owns 832.71K of the company's shares outstanding (worth $115.91K).