Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US MULTIFACTOR
-
Number of holders
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66
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Total 13F shares, excl. options
-
1,124,594
-
Shares change
-
+8,987
-
Total reported value, excl. options
-
$146,760,904
-
Value change
-
+$1,314,439
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Number of buys
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36
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Number of sells
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-20
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Price
-
$130.39
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q3 2024
70 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q3 2024.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,124,594 shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (311,216 shares), ENVESTNET ASSET MANAGEMENT INC (211,263 shares), Opus Capital Group, LLC (106,630 shares), Per Stirling Capital Management, LLC. (76,672 shares), RAYMOND JAMES & ASSOCIATES (60,506 shares), UMB Bank, n.a. (58,674 shares), LPL Financial LLC (37,846 shares), Walkner Condon Financial Advisors LLC (21,773 shares), BARON SILVER STEVENS FINANCIAL ADVISORS, LLC (21,596 shares), and Partners in Financial Planning (21,096 shares).
This table shows the top 66 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.