Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
70,643
-
Shares change
-
+12,534
-
Total reported value, excl. options
-
$7,696,000
-
Value change
-
+$873,779
-
Number of buys
-
4
-
Number of sells
-
-2
-
Price
-
$71.23
Significant Holders of VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS as of Q2 2021
9 filings reported holding 921938205 - VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS as of Q2 2021.
VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 70,643 shares
.
Largest 9 shareholders include Summit Global Investments (22,940 shares), Almanack Investment Partners, LLC. (21,874 shares), EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC (12,797 shares), ENCOMPASS WEALTH ADVISORS, LLC (4,064 shares), TRUST CO OF TOLEDO NA /OH/ (3,112 shares), GOFEN & GLOSSBERG LLC /IL/ (2,978 shares), CANANDAIGUA NATIONAL CORP (2,841 shares), Westside Investment Management, Inc. (37 shares), and TOWER BRIDGE ADVISORS (0 shares).
This table shows the top 8 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.