Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
379,188
-
Share change
-
-3,721
-
Total reported value
-
$43,914,588
-
Price per share
-
$115.97
-
Number of holders
-
25
-
Value change
-
-$460,344
-
Number of buys
-
14
-
Number of sells
-
3
Institutional Holders of VANGUARD TOTAL STOCK MKT IDX ADM - EQUITY FUNDS as of Q4 2023
As of 31 Dec 2023,
VANGUARD TOTAL STOCK MKT IDX ADM - EQUITY FUNDS was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
379,188 shares.
The largest 10 holders included
Garde Capital, Inc., Bull Oak Capital, LLC, FULTON BANK, N.A., Williams Jones Wealth Management, LLC., NORTH STAR ASSET MANAGEMENT INC, MOTCO, STEWART & PATTEN CO LLC, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, ORG Partners LLC, and Financial Gravity Asset Management, Inc..
This page lists
25
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.