Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / MF
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
523,577
-
Shares change
-
-6,933
-
Total reported value, excl. options
-
$18,165,000
-
Value change
-
-$239,211
-
Number of sells
-
2
-
Price
-
$34.23
Institutional Holders of VANGUARD BALANCED INDEX-ADM - MF as of Q1 2018
As of 31 Mar 2018 VANGUARD BALANCED INDEX-ADM - MF had 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 523,577 shares of stock of the company.
Largest 4 holders included GLENMEDE TRUST CO NA, Williams Jones & Associates LLC, OUTFITTER ADVISORS, LTD., and QCI ASSET MANAGEMENT INC/NY.
This table shows 4 institutional shareholders of the security as of 31 Mar 2018.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.