Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / SHORT TRM TAX EX
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
811,914
-
Shares change
-
+620,771
-
Total reported value, excl. options
-
$81,580,245
-
Value change
-
+$62,364,782
-
Number of buys
-
19
-
Number of sells
-
-3
-
Price
-
$100.48
Significant Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) as of Q2 2023
24 filings reported holding VTES - VANGUARD WELLINGTON FD - SHORT TRM TAX EX as of Q2 2023.
VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 811,914 shares
.
Largest 10 shareholders include Wescott Financial Advisory Group, LLC (441,530 shares), JANE STREET GROUP, LLC (170,640 shares), RFP Financial Group LLC (45,588 shares), Landmark Financial Advisors, LLC (43,086 shares), GOLDMAN SACHS GROUP INC (32,461 shares), Capital Investment Services of America, Inc. (25,200 shares), RAYMOND JAMES TRUST N.A. (12,428 shares), Watchman Group, Inc. (6,925 shares), Francis Financial, Inc. (6,430 shares), and Private Advisor Group, LLC (4,030 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.