Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SHORT TRM TAX EX
-
Total 13F shares
-
2,306,661
-
Share change
-
+1,267,328
-
Total reported value
-
$233,739,568
-
Price per share
-
$101.41
-
Number of holders
-
75
-
Value change
-
+$128,652,907
-
Number of buys
-
63
-
Number of sells
-
9
Institutional Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) as of Q4 2023
As of 31 Dec 2023,
VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) was held by
75 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,306,661 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, Wescott Financial Advisory Group, LLC, Beaird Harris Wealth Management, LLC, Capital Investment Services of America, Inc., BANK OF MONTREAL /CAN/, Landmark Financial Advisors, LLC, RAYMOND JAMES & ASSOCIATES, BANK OF AMERICA CORP /DE/, FINANCIAL COUNSELORS INC, and Planning Center, Inc..
This page lists
75
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.