Q4 2023 13F Holders as of 12/31/2023
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Type / Class
-
Equity / SMLCP 600 VAL
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Number of holders
-
2
-
Total 13F shares, excl. options
-
121K
-
Shares change
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+23.1K
-
Total reported value, excl. options
-
$10.7M
-
Value change
-
+$2.04M
-
Number of buys
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1
-
Number of sells
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-1
-
Price
-
$88.50
Significant Holders of VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL (VIOV) as of Q4 2023
2 filings reported holding VIOV - VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL as of Q4 2023.
VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL (VIOV) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 121K shares
.
Largest 10 shareholders include N.E.W. Advisory Services LLC (566K shares), UBS Group AG (404K shares), Gallagher Fiduciary Advisors, LLC (365K shares), Atria Investments, Inc (350K shares), BANK OF AMERICA CORP /DE/ (331K shares), MORGAN STANLEY (297K shares), ENVESTNET ASSET MANAGEMENT INC (226K shares), RFG HOLDINGS, INC. (224K shares), One Day In July LLC (218K shares), and MONETA GROUP INVESTMENT ADVISORS LLC (166K shares).
This table shows the top 2 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.