Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SHORT TRM TAX EX
-
Total 13F shares
-
1,523,889
-
Share change
-
-729,654
-
Total reported value
-
$153,454,723
-
Price per share
-
$100.70
-
Number of holders
-
76
-
Value change
-
-$73,398,867
-
Number of buys
-
51
-
Number of sells
-
26
Institutional Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) as of Q1 2024
As of 31 Mar 2024,
VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) was held by
76 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,523,889 shares.
The largest 10 holders included
Wescott Financial Advisory Group, LLC, Beaird Harris Wealth Management, LLC, Capital Investment Services of America, Inc., BANK OF AMERICA CORP /DE/, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, Stonebridge Capital Advisors LLC, Diversified Portfolios, Inc., Kades & Cheifetz LLC, and Whitegate Investment Counselors, Inc..
This page lists
76
institutional shareholders reporting positions in this security
for the Q1 2024 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.