Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / MF
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
46,955
-
Shares change
-
+30,565
-
Total reported value, excl. options
-
$2,301,343
-
Value change
-
+$1,498,231
-
Number of buys
-
5
-
Price
-
$49.02
Institutional Holders of VANGUARD BALANCED INDEX-ADM - MF as of Q4 2021
As of 31 Dec 2021 VANGUARD BALANCED INDEX-ADM - MF had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 46,955 shares of stock of the company.
Largest 6 holders included Summit Global Investments, Williams Jones Wealth Management, LLC., GOFEN & GLOSSBERG LLC /IL/, 55I, LLC, TOWER BRIDGE ADVISORS, and Barrett Asset Management, LLC.
This table shows 6 institutional shareholders of the security as of 31 Dec 2021.
| 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.