Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US MULTIFACTOR
-
Number of holders
-
42
-
Total 13F shares, excl. options
-
1,087,844
-
Shares change
-
+69,444
-
Total reported value, excl. options
-
$107,800,142
-
Value change
-
+$6,885,892
-
Number of buys
-
20
-
Number of sells
-
-12
-
Price
-
$99.10
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q1 2023
43 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q1 2023.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,087,844 shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (273,996 shares), ENVESTNET ASSET MANAGEMENT INC (273,002 shares), UMB Bank, n.a. (136,960 shares), Opus Capital Group, LLC (90,915 shares), ABSOLUTE CAPITAL MANAGEMENT, LLC (47,336 shares), STIFEL FINANCIAL CORP (38,240 shares), COMMONWEALTH EQUITY SERVICES, LLC (32,440 shares), Geneos Wealth Management Inc. (31,410 shares), Partners in Financial Planning (24,045 shares), and JANE STREET GROUP, LLC (15,104 shares).
This table shows the top 42 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.