Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SHORT TRM TAX EX
-
Number of holders
-
100
-
Total 13F shares, excl. options
-
2,228,230
-
Shares change
-
+299,031
-
Total reported value, excl. options
-
$225,978,477
-
Value change
-
+$30,352,621
-
Number of buys
-
61
-
Number of sells
-
-28
-
Price
-
$101.42
Significant Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) as of Q3 2024
107 filings reported holding VTES - VANGUARD WELLINGTON FD - SHORT TRM TAX EX as of Q3 2024.
VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) has 100 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,228,230 shares
.
Largest 10 shareholders include Wescott Financial Advisory Group, LLC (617,037 shares), Beaird Harris Wealth Management, LLC (170,579 shares), BANK OF AMERICA CORP /DE/ (118,239 shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (99,401 shares), Capital Investment Services of America, Inc. (96,170 shares), San Luis Wealth Advisors LLC (94,370 shares), JANE STREET GROUP, LLC (73,066 shares), Stonebridge Capital Advisors LLC (69,147 shares), Raymond James Financial Services Advisors, Inc. (54,393 shares), and Kades & Cheifetz LLC (45,564 shares).
This table shows the top 100 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.