Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
49,100
-
Shares change
-
+18,053
-
Total reported value, excl. options
-
$6,144,000
-
Value change
-
+$1,263,687
-
Number of buys
-
2
-
Number of sells
-
-2
-
Price
-
$70.15
Significant Holders of VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS as of Q4 2021
6 filings reported holding 921938205 - VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS as of Q4 2021.
VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 49,100 shares
.
Largest 6 shareholders include Almanack Investment Partners, LLC. (21,877 shares), Summit Global Investments (20,984 shares), TRUST CO OF TOLEDO NA /OH/ (3,224 shares), GOFEN & GLOSSBERG LLC /IL/ (2,978 shares), Westside Investment Management, Inc. (37 shares), and CANANDAIGUA NATIONAL CORP (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.