Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
-
Equity / SHORT TRM TAX EX
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Total 13F shares
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1,031,251
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Share change
-
+219,337
-
Total reported value
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$101,829,395
-
Price per share
-
$98.70
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Number of holders
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32
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Value change
-
+$21,613,256
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Number of buys
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28
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Number of sells
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7
Institutional Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) as of Q3 2023
As of 30 Sep 2023 VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) had 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,031,251 shares of stock of the company.
Largest 10 holders included Wescott Financial Advisory Group, LLC, JANE STREET GROUP, LLC, JPMORGAN CHASE & CO, Landmark Financial Advisors, LLC, BANK OF MONTREAL /CAN/, Capital Investment Services of America, Inc., Beaird Harris Wealth Management, LLC, RCS Financial Planning, LLC, Cetera Investment Advisers, and RFP Financial Group LLC.
This table shows 32 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.