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
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q4 2023
54 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q4 2023.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,059,834 shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (313,354 shares), ENVESTNET ASSET MANAGEMENT INC (266,761 shares), Opus Capital Group, LLC (102,778 shares), UMB Bank, n.a. (62,279 shares), COMMONWEALTH EQUITY SERVICES, LLC (38,289 shares), LPL Financial LLC (37,245 shares), Geneos Wealth Management Inc. (27,161 shares), ABSOLUTE CAPITAL MANAGEMENT, LLC (23,847 shares), Partners in Financial Planning (23,013 shares), and BARON SILVER STEVENS FINANCIAL ADVISORS, LLC (15,551 shares).
This table shows the top 52 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.