Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MF
-
Total 13F shares
-
207,020
-
Share change
-
-1,286,246
-
Total reported value
-
$7,780,468
-
Price per share
-
$44.59
-
Number of holders
-
7
-
Value change
-
-$58,789,937
-
Number of buys
-
3
-
Number of sells
-
2
Institutional Holders of VANGUARD BALANCED INDEX-ADM - MF as of Q4 2023
As of 31 Dec 2023 VANGUARD BALANCED INDEX-ADM - MF had 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 207,020 shares of stock of the company.
Largest 7 holders included Strategic Investment Solutions, Inc. /IL, Ethos Financial Group, LLC, Williams Jones Wealth Management, LLC., Main Street Group, LTD, ORG Partners LLC, Livelsberger Financial Advisory, and DIVIDEND ASSETS CAPITAL, LLC.
This table shows 7 institutional shareholders of the security as of 31 Dec 2023.
| 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.