Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
26,585
-
Shares change
-
-36,070
-
Total reported value, excl. options
-
$1,690,684
-
Value change
-
-$2,256,790
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Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$63.60
Significant Holders of VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS as of Q2 2017
5 filings reported holding 921938205 - VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS as of Q2 2017.
VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26,585 shares
.
Largest 5 shareholders include Adams Asset Advisors, LLC (16,382 shares), TOWER BRIDGE ADVISORS (4,137 shares), TRUST CO OF TOLEDO NA /OH/ (3,699 shares), MASSMUTUAL TRUST CO FSB/ADV (2,367 shares), and JAMES INVESTMENT RESEARCH INC (0 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.