Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
1,937,464
-
Total 13F shares
-
581,885
-
Share change
-
+43,447
-
Total reported value
-
$55,959,523
-
Price per share
-
$96.17
-
Number of holders
-
39
-
Value change
-
+$4,178,785
-
Number of buys
-
19
-
Number of sells
-
9
Institutional Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q3 2023
As of 30 Sep 2023,
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
581,885 shares.
The largest 10 holders included
ANDERSON HOAGLAND & CO, Destiny Wealth Partners, LLC, Foundations Investment Advisors, LLC, AVANTAX ADVISORY SERVICES, INC., Milestone Advisory Partners, UMB Bank, n.a., UBS Group AG, Compass Financial Group, INC/SD, PATHSTONE FAMILY OFFICE, LLC, and LPL Financial LLC.
This page lists
39
institutional shareholders reporting positions in this security
for the Q3 2023 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.