Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US MULTIFACTOR
-
Number of holders
-
58
-
Total 13F shares, excl. options
-
1,128,083
-
Shares change
-
-44,096
-
Total reported value, excl. options
-
$137,692,789
-
Value change
-
-$5,870,140
-
Number of buys
-
28
-
Number of sells
-
-23
-
Price
-
$122.41
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q2 2024
68 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q2 2024.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,128,083 shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (311,780 shares), ENVESTNET ASSET MANAGEMENT INC (237,136 shares), Opus Capital Group, LLC (98,029 shares), Per Stirling Capital Management, LLC. (75,693 shares), UMB Bank, n.a. (61,744 shares), COMMONWEALTH EQUITY SERVICES, LLC (41,286 shares), LPL Financial LLC (37,001 shares), Partners in Financial Planning (21,216 shares), RAYMOND JAMES & ASSOCIATES (20,339 shares), and Walkner Condon Financial Advisors LLC (19,255 shares).
This table shows the top 58 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.