Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / COM
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
142,791
-
Shares change
-
+25,578
-
Total reported value, excl. options
-
$9,632,162
-
Value change
-
+$1,725,568
-
Number of buys
-
7
-
Number of sells
-
-2
-
Price
-
$67.45
Significant Holders of Vanguard Wellington Admiral - COM as of Q4 2016
10 filings reported holding 921935201 - Vanguard Wellington Admiral - COM as of Q4 2016.
Vanguard Wellington Admiral - COM has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 142,791 shares
.
Largest 10 shareholders include OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (79,104 shares), JAMES INVESTMENT RESEARCH INC (25,852 shares), GOFEN & GLOSSBERG LLC /IL/ (9,207 shares), FULTON BANK, N.A. (6,883 shares), Arvest Bank Trust Division (5,740 shares), TOWER BRIDGE ADVISORS (5,681 shares), Fisher Asset Management, LLC (3,603 shares), TOCQUEVILLE ASSET MANAGEMENT L.P. (3,452 shares), Hemenway Trust Co LLC (3,269 shares), and Advocacy Wealth Management Services, LLC (0 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.