Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / SHORT TRM TAX EX
-
Total 13F shares
-
2,598,888
-
Share change
-
+302,747
-
Total reported value
-
$260,540,674
-
Price per share
-
$100.25
-
Number of holders
-
136
-
Value change
-
+$30,208,956
-
Number of buys
-
86
-
Number of sells
-
27
Institutional Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) as of Q4 2024
As of 31 Dec 2024,
VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) was held by
136 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,598,888 shares.
The largest 10 holders included
Wescott Financial Advisory Group, LLC, BANK OF AMERICA CORP /DE/, Beaird Harris Wealth Management, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, San Luis Wealth Advisors LLC, SEEDS INVESTOR LLC, Capital Investment Services of America, Inc., Stonebridge Capital Advisors LLC, RAYMOND JAMES FINANCIAL INC, and Focus Partners Advisor Solutions, LLC.
This page lists
136
institutional shareholders reporting positions in this security
for the Q4 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.