Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / COM
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
40,767
-
Shares change
-
-665
-
Total reported value, excl. options
-
$3,422,000
-
Value change
-
-$23,133
-
Number of buys
-
4
-
Number of sells
-
-1
-
Price
-
$83.94
Significant Holders of Vanguard Wellington Admiral - COM as of Q3 2021
7 filings reported holding 921935201 - Vanguard Wellington Admiral - COM as of Q3 2021.
Vanguard Wellington Admiral - COM has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 40,767 shares
.
Largest 7 shareholders include ENCOMPASS WEALTH ADVISORS, LLC (16,017 shares), GOFEN & GLOSSBERG LLC /IL/ (11,815 shares), NORTHSTAR ASSET MANAGEMENT LLC (4,378 shares), EQUITABLE TRUST CO (3,459 shares), JB Capital LLC (2,699 shares), Grassi Investment Management (2,399 shares), and EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC (0 shares).
This table shows the top 6 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.