Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
1,937,464
-
Total 13F shares
-
1,142,802
-
Share change
-
+445,499
-
Total reported value
-
$142,603,553
-
Price per share
-
$126.74
-
Number of holders
-
56
-
Value change
-
+$56,499,846
-
Number of buys
-
39
-
Number of sells
-
12
Institutional Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q1 2025
As of 31 Mar 2025,
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) was held by
56 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,142,802 shares.
The largest 10 holders included
Tanglewood Wealth Management, Inc., ANDERSON HOAGLAND & CO, Foundations Investment Advisors, LLC, NewEdge Advisors, LLC, Martin Worley Group, UBS Group AG, UMB Bank, n.a., LPL Financial LLC, TITLEIST ASSET MANAGEMENT, LLC, and Equitable Holdings, Inc..
This page lists
56
institutional shareholders reporting positions in this security
for the Q1 2025 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.