Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / US MULTIFACTOR
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
1,023,606
-
Shares change
-
+172,499
-
Total reported value, excl. options
-
$101,690,931
-
Value change
-
+$17,170,097
-
Number of buys
-
22
-
Number of sells
-
-10
-
Price
-
$98.83
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q4 2022
38 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q4 2022.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,023,606 shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (270,852 shares), ANDERSON HOAGLAND & CO (260,771 shares), UMB Bank, n.a. (134,170 shares), Opus Capital Group, LLC (85,882 shares), STIFEL FINANCIAL CORP (59,849 shares), COMMONWEALTH EQUITY SERVICES, LLC (31,306 shares), Partners in Financial Planning (24,270 shares), ABSOLUTE CAPITAL MANAGEMENT, LLC (22,100 shares), LPL Financial LLC (15,561 shares), and Bank of New York Mellon Corp (14,652 shares).
This table shows the top 37 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.