Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SMCP VAL IDX ADM
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
36,018
-
Shares change
-
-779
-
Total reported value, excl. options
-
$2,559,000
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Value change
-
+$3,293
-
Number of buys
-
4
-
Number of sells
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-1
-
Price
-
$71.04
Significant Holders of VANGUARD BD INDEX FDS - SMCP VAL IDX ADM as of Q1 2021
6 filings reported holding 921937686 - VANGUARD BD INDEX FDS - SMCP VAL IDX ADM as of Q1 2021.
VANGUARD BD INDEX FDS - SMCP VAL IDX ADM has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36,018 shares
.
Largest 6 shareholders include Fulton Bank, N.A. (29,110 shares), FIRST AMERICAN BANK (3,467 shares), Garde Capital, Inc. (2,424 shares), True Link Financial Advisors, LLC (739 shares), AlphaMark Advisors, LLC (278 shares), and Williams Jones Wealth Management, LLC. (0 shares).
This table shows the top 5 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.