Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US MULTIFACTOR
-
Number of holders
-
52
-
Total 13F shares, excl. options
-
1,059,834
-
Shares change
-
+113,291
-
Total reported value, excl. options
-
$121,033,786
-
Value change
-
+$12,939,140
-
Number of buys
-
21
-
Number of sells
-
17
-
Price
-
$114.85
Institutional Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q4 2023
As of 31 Dec 2023 VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) had 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,059,834 shares of stock of the company.
Largest 10 holders included ANDERSON HOAGLAND & CO, ENVESTNET ASSET MANAGEMENT INC, Opus Capital Group, LLC, UMB Bank, n.a., COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, Geneos Wealth Management Inc., ABSOLUTE CAPITAL MANAGEMENT, LLC, Partners in Financial Planning, and BARON SILVER STEVENS FINANCIAL ADVISORS, LLC.
This table shows 55 institutional shareholders of the security as of 31 Dec 2023.
| 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.