Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US MULTIFACTOR
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Number of holders
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66
-
Total 13F shares, excl. options
-
1,246,319
-
Shares change
-
+6,001
-
Total reported value, excl. options
-
$152,878,138
-
Value change
-
+$887,637
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Number of buys
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33
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Number of sells
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-21
-
Price
-
$126.31
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q1 2025
69 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q1 2025.
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 1,246,319 shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (294,338 shares), ENVESTNET ASSET MANAGEMENT INC (198,594 shares), Opus Capital Group, LLC (105,153 shares), Per Stirling Capital Management, LLC. (81,920 shares), LPL Financial LLC (76,057 shares), Cambridge Investment Research Advisors, Inc. (56,221 shares), UMB Bank, n.a. (54,835 shares), GREAT VALLEY ADVISOR GROUP, INC. (29,980 shares), BARON SILVER STEVENS FINANCIAL ADVISORS, LLC (26,618 shares), and VICTORY FINANCIAL GROUP, LLC (25,663 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.