Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / BALANCED INDEX-ADM
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Number of holders
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3
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Total 13F shares, excl. options
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34.6K
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Shares change
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+71
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Total reported value, excl. options
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$1.44M
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Value change
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+$2.95K
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Number of buys
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1
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Price
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$41.50
Significant Holders of VANGUARD ADMIRAL FDS INC - BALANCED INDEX-ADM as of Q1 2023
3 filings reported holding 921931200 - VANGUARD ADMIRAL FDS INC - BALANCED INDEX-ADM as of Q1 2023.
VANGUARD ADMIRAL FDS INC - BALANCED INDEX-ADM has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 34.6K shares
.
Largest 3 shareholders include Strategic Investment Solutions, Inc. /IL (23.5K shares), Williams Jones Wealth Management, LLC. (10.9K shares), and DIVIDEND ASSETS CAPITAL, LLC (164 shares).
This table shows the top 3 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.