VANGUARD WINDSOR II FUND ADMIR - MF

Q4 2020 13F Holders as of 12/31/2020

Type / Class
Equity / MF
Number of holders
4
Total 13F shares, excl. options
18.7K
Shares change
-13.3K
Total reported value, excl. options
$1.28M
Value change
-$818K
Number of buys
2
Number of sells
-3
Price
$68.72

Significant Holders of VANGUARD WINDSOR II FUND ADMIR - MF as of Q4 2020

6 filings reported holding 922018304 - VANGUARD WINDSOR II FUND ADMIR - MF as of Q4 2020.
VANGUARD WINDSOR II FUND ADMIR - MF has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 18.7K shares .
Largest 6 shareholders include OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (7.91K shares), NORTHSTAR ASSET MANAGEMENT LLC (6.71K shares), Williams Jones Wealth Management, LLC. (3.94K shares), Holloway Wealth Management, LLC (97 shares), HEADINVEST, LLC (0 shares), and ALBION FINANCIAL GROUP /UT (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.