Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / Exchange Traded Product
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Shares outstanding
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1.94M
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Number of holders
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39
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Total 13F shares, excl. options
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689K
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Shares change
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+58.6K
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Total reported value, excl. options
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$83.4M
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Value change
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+$7.03M
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Number of buys
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23
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Number of sells
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-12
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Price
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$120.51
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q4 2024
44 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q4 2024.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 689K shares
of 1.94M outstanding shares and own 35.57% of the company stock.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (179K shares), Foundations Investment Advisors, LLC (101K shares), NewEdge Advisors, LLC (68.4K shares), Martin Worley Group (58K shares), UMB Bank, n.a. (35.7K shares), UBS Group AG (28.9K shares), Cambridge Investment Research Advisors, Inc. (26.2K shares), COMMONWEALTH EQUITY SERVICES, LLC (24.5K shares), TITLEIST ASSET MANAGEMENT, LLC (22K shares), and LPL Financial LLC (20.5K shares).
This table shows the top 39 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.