Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / US QUALITY
-
Total 13F shares
-
850,234
-
Share change
-
-11,662
-
Total reported value
-
$95,490,089
-
Price per share
-
$112.31
-
Number of holders
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57
-
Value change
-
-$1,358,820
-
Number of buys
-
23
-
Number of sells
-
20
Institutional Holders of VANGUARD WELLINGTON FD - US QUALITY (VFQY) as of Q3 2023
As of 30 Sep 2023 VANGUARD WELLINGTON FD - US QUALITY (VFQY) had 57 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 850,234 shares of stock of the company.
Largest 10 holders included Armbruster Capital Management, Inc., Hobart Private Capital, LLC, Symmetry Partners, LLC, GYL Financial Synergies, LLC, Foundations Investment Advisors, LLC, Pure Financial Advisors, LLC, Thrivent Financial for Lutherans, LPL Financial LLC, Professional Financial Advisors, LLC, and Capital Advisors, Ltd. LLC.
This table shows 57 institutional shareholders of the security as of 30 Sep 2023.
| 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.