Q3 2014 13F Holders as of 30 Sep 2014
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Type / Class
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Equity / EQUITY FUNDS
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Number of holders
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5
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Total 13F shares, excl. options
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18,562
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Shares change
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-4,625
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Total reported value, excl. options
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$1,153,497
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Value change
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-$290,277
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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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$62.14
Institutional Holders of VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS as of Q3 2014
As of 30 Sep 2014 VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 18,562 shares of stock of the company.
Largest 6 holders included Janney Montgomery Scott LLC, TRUST CO OF TOLEDO NA /OH/, TOWER BRIDGE ADVISORS, TRUST DEPARTMENT MB FINANCIAL BANK N A, DUBUQUE BANK & TRUST CO, and ZEVIN ASSET MANAGEMENT LLC.
This table shows 6 institutional shareholders of the security as of 30 Sep 2014.
| 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.