Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
1,937,464
-
Total 13F shares
-
415,423
-
Share change
-
+26,158
-
Total reported value
-
$37,039,980
-
Price per share
-
$89.16
-
Number of holders
-
25
-
Value change
-
+$2,148,435
-
Number of buys
-
15
-
Number of sells
-
6
Institutional Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q3 2022
As of 30 Sep 2022,
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
415,423 shares.
The largest 10 holders included
ANDERSON HOAGLAND & CO, UMB Bank, n.a., Destiny Wealth Partners, LLC, AVANTAX ADVISORY SERVICES, INC., ENVESTNET ASSET MANAGEMENT INC, MARKET STREET WEALTH MANAGEMENT ADVISORS LLC, Autus Asset Management, LLC, COMMONWEALTH EQUITY SERVICES, LLC, ROYAL BANK OF CANADA, and SeaCrest Wealth Management, LLC.
This page lists
25
institutional shareholders reporting positions in this security
for the Q3 2022 filing period.
| 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.