Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / US MULTIFACTOR
-
Number of holders
-
42
-
Total 13F shares, excl. options
-
1,024,484
-
Shares change
-
-65,413
-
Total reported value, excl. options
-
$106,456,588
-
Value change
-
-$6,515,794
-
Number of buys
-
19
-
Number of sells
-
-14
-
Price
-
$103.91
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q2 2023
47 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q2 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 1,024,484 shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (284,592 shares), ENVESTNET ASSET MANAGEMENT INC (273,539 shares), UMB Bank, n.a. (122,123 shares), Opus Capital Group, LLC (103,518 shares), COMMONWEALTH EQUITY SERVICES, LLC (33,204 shares), Geneos Wealth Management Inc. (31,940 shares), ABSOLUTE CAPITAL MANAGEMENT, LLC (24,955 shares), Partners in Financial Planning (23,423 shares), Bank of New York Mellon Corp (15,634 shares), and BARON SILVER STEVENS FINANCIAL ADVISORS, LLC (10,958 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.