Q3 2018 13F Holders as of 30 Sep 2018
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Type / Class
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Equity / SMCP VAL IDX ADM
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Number of holders
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4
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Total 13F shares, excl. options
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29,707
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Shares change
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+5,444
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Total reported value, excl. options
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$1,778,000
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Value change
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+$325,197
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Number of buys
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2
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Number of sells
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-1
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Price
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$59.85
Significant Holders of VANGUARD BD INDEX FDS - SMCP VAL IDX ADM as of Q3 2018
4 filings reported holding 921937686 - VANGUARD BD INDEX FDS - SMCP VAL IDX ADM as of Q3 2018.
VANGUARD BD INDEX FDS - SMCP VAL IDX ADM has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29,707 shares
.
Largest 4 shareholders include QCI ASSET MANAGEMENT INC/NY (11,657 shares), Williams Jones & Associates LLC (10,171 shares), Capital Directions Investment Advisors, LLC (4,246 shares), and BRYN MAWR TRUST Co (3,633 shares).
This table shows the top 4 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.