VANGUARD EQUITY - Mutual Funds

Q4 2023 13F Holders as of 12/31/2023

Type / Class
Equity / Mutual Funds
Number of holders
5
Total 13F shares, excl. options
112K
Shares change
-4.34K
Total reported value, excl. options
$9.47M
Value change
-$367K
Number of buys
3
Number of sells
-3
Price
$84.27

Significant Holders of VANGUARD EQUITY - Mutual Funds as of Q4 2023

6 filings reported holding 921921300 - VANGUARD EQUITY - Mutual Funds as of Q4 2023.
VANGUARD EQUITY - Mutual Funds has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 112K shares .
Largest 6 shareholders include FULTON BANK, N.A. (76.3K shares), MOTCO (27.9K shares), GREAT LAKES ADVISORS, LLC (3.54K shares), Hemenway Trust Co LLC (3.32K shares), Trivant Custom Portfolio Group, LLC (1.38K shares), and Strategic Investment Solutions, Inc. /IL (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.