Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
-
Equity / COM
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Number of holders
-
9
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Total 13F shares, excl. options
-
67,233
-
Shares change
-
+17,084
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Total reported value, excl. options
-
$4,973,564
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Value change
-
+$1,245,384
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Number of buys
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8
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Number of sells
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2
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Price
-
$73.95
Institutional Holders of Vanguard Wellington Admiral - COM as of Q4 2024
As of 31 Dec 2024 Vanguard Wellington Admiral - COM had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 67,233 shares of stock of the company.
Largest 10 holders included NORTH STAR ASSET MANAGEMENT INC, Fifth Third Wealth Advisors LLC, Redwood Wealth Management Group, LLC, TOWER BRIDGE ADVISORS, NORTHSTAR ASSET MANAGEMENT Co LLC, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, Grassi Investment Management, Coston, McIsaac & Partners, TUCKER ASSET MANAGEMENT LLC, and First Fiduciary Investment Counsel, Inc..
This table shows 10 institutional shareholders of the security as of 31 Dec 2024.
| 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.