Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US QUALITY
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
415,685
-
Shares change
-
+663
-
Total reported value, excl. options
-
$48,674,000
-
Value change
-
+$36,961
-
Number of buys
-
11
-
Number of sells
-
-6
-
Price
-
$116.87
Significant Holders of VANGUARD WELLINGTON FD - US QUALITY (VFQY) as of Q3 2021
27 filings reported holding VFQY - VANGUARD WELLINGTON FD - US QUALITY as of Q3 2021.
VANGUARD WELLINGTON FD - US QUALITY (VFQY) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 415,685 shares
.
Largest 10 shareholders include Armbruster Capital Management, Inc. (116,968 shares), Symmetry Partners, LLC (114,409 shares), Cardan Capital Partners, LLC (60,429 shares), Milestone Advisory Partners (34,010 shares), Coastline Trust Co (15,666 shares), EATON VANCE MANAGEMENT (11,467 shares), ENVESTNET ASSET MANAGEMENT INC (9,157 shares), Mosaic Family Wealth, LLC (6,928 shares), Cambridge Investment Research Advisors, Inc. (6,756 shares), and QCI ASSET MANAGEMENT INC/NY (6,400 shares).
This table shows the top 24 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.