Q4 2023 13F Holders as of 12/31/2023
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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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7
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Total 13F shares, excl. options
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50.5K
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Shares change
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-25.1K
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Total reported value, excl. options
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$3.92M
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Value change
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-$1.96M
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Number of buys
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3
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Number of sells
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-1
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Price
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$78.08
Significant Holders of VANGUARD BD INDEX FDS - SMCP VAL IDX ADM as of Q4 2023
7 filings reported holding 921937686 - VANGUARD BD INDEX FDS - SMCP VAL IDX ADM as of Q4 2023.
VANGUARD BD INDEX FDS - SMCP VAL IDX ADM has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 50.5K shares
.
Largest 7 shareholders include FULTON BANK, N.A. (31.3K shares), Grey Fox Wealth Advisors, LLC (8.25K shares), ARVEST TRUST CO N A (6K shares), TOWER BRIDGE ADVISORS (2.76K shares), Financial Gravity Asset Management, Inc. (1.17K shares), ORG Partners LLC (558 shares), and Strategic Investment Solutions, Inc. /IL (464 shares).
This table shows the top 7 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.