Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US MULTIFACTOR
-
Number of holders
-
64
-
Total 13F shares, excl. options
-
1,240,518
-
Shares change
-
+111,187
-
Total reported value, excl. options
-
$163,307,150
-
Value change
-
+$14,511,599
-
Number of buys
-
35
-
Number of sells
-
-22
-
Price
-
$130.58
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q4 2024
74 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q4 2024.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,240,518 shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (305,179 shares), ENVESTNET ASSET MANAGEMENT INC (199,666 shares), Opus Capital Group, LLC (105,878 shares), Per Stirling Capital Management, LLC. (79,345 shares), RAYMOND JAMES FINANCIAL INC (73,038 shares), LPL Financial LLC (68,491 shares), UMB Bank, n.a. (58,530 shares), Cambridge Investment Research Advisors, Inc. (56,756 shares), VICTORY FINANCIAL GROUP, LLC (25,612 shares), and BARON SILVER STEVENS FINANCIAL ADVISORS, LLC (23,984 shares).
This table shows the top 64 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.