Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / MF
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Number of holders
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6
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Total 13F shares, excl. options
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144K
-
Shares change
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-1.35M
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Total reported value, excl. options
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$6.42M
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Value change
-
-$60.1M
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Number of buys
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2
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Number of sells
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-2
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Price
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$44.59
Significant Holders of VANGUARD BALANCED INDEX-ADM - MF as of Q4 2023
7 filings reported holding 921931200 - VANGUARD BALANCED INDEX-ADM - MF as of Q4 2023.
VANGUARD BALANCED INDEX-ADM - MF has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 144K shares
.
Largest 8 shareholders include Strategic Investment Solutions, Inc. /IL (133K shares), Williams Jones Wealth Management, LLC. (8.44K shares), Main Street Group, LTD (1.35K shares), ORG Partners LLC (674 shares), Livelsberger Financial Advisory (198 shares), DIVIDEND ASSETS CAPITAL, LLC (171 shares), TUCKER ASSET MANAGEMENT LLC (0 shares), and Ethos Financial Group, LLC (63K shares).
This table shows the top 6 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.