Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US QUALITY
-
Number of holders
-
52
-
Total 13F shares, excl. options
-
856,374
-
Shares change
-
+121,236
-
Total reported value, excl. options
-
$92,994,357
-
Value change
-
+$13,306,666
-
Number of buys
-
26
-
Number of sells
-
-14
-
Price
-
$108.33
Significant Holders of VANGUARD WELLINGTON FD - US QUALITY (VFQY) as of Q1 2023
57 filings reported holding VFQY - VANGUARD WELLINGTON FD - US QUALITY as of Q1 2023.
VANGUARD WELLINGTON FD - US QUALITY (VFQY) has 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 856,374 shares
.
Largest 10 shareholders include Armbruster Capital Management, Inc. (179,380 shares), Hobart Private Capital, LLC (148,577 shares), Symmetry Partners, LLC (116,640 shares), GYL Financial Synergies, LLC (74,239 shares), Pure Financial Advisors, LLC (44,539 shares), Professional Financial Advisors, LLC (28,242 shares), Thrivent Financial for Lutherans (27,004 shares), Foundations Investment Advisors, LLC (25,325 shares), Strategic Blueprint, LLC (17,336 shares), and Capital Advisors, Ltd. LLC (16,729 shares).
This table shows the top 52 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.