Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US QUALITY
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
316,344
-
Shares change
-
+5,299
-
Total reported value, excl. options
-
$35,489,119
-
Value change
-
+$594,909
-
Number of buys
-
12
-
Number of sells
-
-4
-
Price
-
$112.19
Significant Holders of VANGUARD WELLINGTON FD - US QUALITY (VFQY) as of Q1 2021
23 filings reported holding VFQY - VANGUARD WELLINGTON FD - US QUALITY as of Q1 2021.
VANGUARD WELLINGTON FD - US QUALITY (VFQY) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 316,344 shares
.
Largest 10 shareholders include Armbruster Capital Management, Inc. (116,166 shares), Symmetry Partners, LLC (114,409 shares), Coastline Trust Co (15,706 shares), EATON VANCE MANAGEMENT (11,438 shares), JANE STREET GROUP, LLC (7,736 shares), ENVESTNET ASSET MANAGEMENT INC (6,500 shares), QCI ASSET MANAGEMENT INC/NY (6,400 shares), ADVISOR GROUP HOLDINGS, INC. (5,704 shares), D.A. DAVIDSON & CO. (5,435 shares), and Capital Advisors, Ltd. LLC (4,546 shares).
This table shows the top 22 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.