Vail Resorts, Inc.
MX ˙ BMV ˙ US91879Q1094
SecurityMX:MTN / Vail Resorts, Inc.
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership7,082 shares
Latest Disclosed Value $ 908,744
Institute for Wealth Management, LLC. reports 1.20% decrease in ownership of MTN / Vail Resorts, Inc.

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 7,082 shares of Vail Resorts, Inc. (MX:MTN) valued at $908,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 7,168 shares of Vail Resorts, Inc.. This represents a change in shares of -1.20% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F VAIL RESORTS COM 91879Q109 7,082 -86 -1.20 909 -4.52 0.0968
2026-01-27 2025-12-31 13F VAIL RESORTS COM 91879Q109 7,168 43 0.60 952 -10.70 0.1009
2025-10-17 2025-09-30 13F VAIL RESORTS COM 91879Q109 7,125 -2,166 -23.31 1,066 -27.00 0.1110
2025-07-18 2025-06-30 13F VAIL RESORTS COM 91879Q109 9,291 -1,013 -9.83 1,460 -11.47 0.1628
2025-04-21 2025-03-31 13F VAIL RESORTS COM 91879Q109 10,304 -590 -5.42 1,649 -19.29 0.2115
2025-01-23 2024-12-31 13F VAIL RESORTS COM 91879Q109 10,894 578 5.60 2,042 13.57 0.2558
2024-11-12 2024-09-30 13F VAIL RESORTS COM 91879Q109 10,316 653 6.76 1,798 3.33 0.2269
2024-07-25 2024-06-30 13F VAIL RESORTS COM 91879Q109 9,663 216 2.29 1,741 -17.34 0.2333
2024-04-30 2024-03-31 13F VAIL RESORTS COM 91879Q109 9,447 396 4.38 2,105 8.95 0.2713
2024-01-31 2023-12-31 13F VAIL RESORTS COM 91879Q109 9,051 -295 -3.16 1,932 -6.80 0.3135
2023-10-13 2023-09-30 13F VAIL RESORTS COM 91879Q109 9,346 -119 -1.26 2,074 -12.97 0.3740
2023-07-25 2023-06-30 13F VAIL RESORTS COM 91879Q109 9,465 -132 -1.38 2,383 6.24 0.4019
2023-04-20 2023-03-31 13F VAIL RESORTS COM 91879Q109 9,597 -193 -1.97 2,243 -3.90 0.4283
2023-02-02 2022-12-31 13F VAIL RESORTS COM 91879Q109 9,790 630 6.88 2,333 18.13 0.4905
2022-10-18 2022-09-30 13F VAIL RESORTS COM 91879Q109 9,160 247 2.77 1,975 1.65 0.4431
2022-07-25 2022-06-30 13F VAIL RESORTS COM 91879Q109 8,913 173 1.98 1,943 -14.59 0.3815
2022-04-29 2022-03-31 13F VAIL RESORTS COM 91879Q109 8,740 89 1.03 2,275 -19.81 0.3681
2022-01-21 2021-12-31 13F VAIL RESORTS COM 91879Q109 8,651 141 1.66 2,837 -0.21 0.4622
2021-11-15 2021-09-30 13F VAIL RESORTS COM 91879Q109 8,510 641 8.15 2,843 14.13 0.4990
2021-07-21 2021-06-30 13F VAIL RESORTS COM 91879Q109 7,869 -42 -0.53 2,491 7.98 0.4373
2021-05-04 2021-03-31 13F VAIL RESORTS COM 91879Q109 7,911 133 1.71 2,307 6.31 0.4386
2021-02-01 2020-12-31 13F VAIL RESORTS COM 91879Q109 7,778 1,721 28.41 2,170 67.44 0.4314
2020-11-03 2020-09-30 13F VAIL RESORTS COM 91879Q109 6,057 163 2.77 1,296 20.67 0.2959
2020-07-30 2020-06-30 13F VAIL RESORTS COM 91879Q109 5,894 80 1.38 1,074 25.03 0.2629
2020-04-29 2020-03-31 13F VAIL RESORTS COM 91879Q109 5,814 -108 -1.82 859 -39.51 0.2649
2020-02-27 2019-12-31 13F/A-1 VAIL RESORTS COM 91879Q109 5,922 502 9.26 1,420 15.17 0.3207
2020-01-27 2019-12-31 13F VAIL RESORTS COM 91879Q109 1,420 -4,000 1,420 329,752.4998
2019-10-28 2019-09-30 13F VAIL RESORTS COM 91879Q109 5,420 128 2.42 1,233 4.40 0.3108
2019-08-02 2019-06-30 13F VAIL RESORTS COM 91879Q109 5,292 69 1.32 1,181 4.05 0.2614
2019-05-15 2019-03-31 13F VAIL RESORTS COM 91879Q109 5,223 141 2.77 1,135 5.98 0.2468
2019-02-08 2018-12-31 13F VAIL RESORTS COM 91879Q109 5,082 5,082 1,071 0.4396
2018-05-15 2018-03-31 13F VAIL RESORTS COM 91879Q109 0 -2,218 -100.00 0 -100.00
2018-02-12 2017-12-31 13F VAIL RESORTS COM 91879Q109 2,218 2,218 472 0.1089
2017-11-14 2017-09-30 13F VAIL RESORTS COM 91879Q109 0 -2,063 -100.00 0 -100.00
2017-08-14 2017-06-30 13F VAIL RESORTS COM 91879Q109 2,063 2,063 409 0.1125
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.