Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / US MULTIFACTOR
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
691,279
-
Shares change
-
+162,799
-
Total reported value, excl. options
-
$72,834,387
-
Value change
-
+$17,403,504
-
Number of buys
-
17
-
Number of sells
-
-6
-
Price
-
$107.20
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q4 2021
35 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q4 2021.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 691,279 shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (219,089 shares), UMB BANK N A/MO (131,982 shares), Opus Capital Group, LLC (68,600 shares), Carroll Financial Associates, Inc. (60,189 shares), ENVESTNET ASSET MANAGEMENT INC (53,761 shares), Bank of New York Mellon Corp (33,447 shares), FIRST MANHATTAN CO (30,663 shares), COMMONWEALTH EQUITY SERVICES, LLC (27,911 shares), Partners in Financial Planning (24,383 shares), and UMA Financial Services, Inc. (8,237 shares).
This table shows the top 33 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.