Q4 2023 13F Holders as of 12/31/2023
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Type / Class
-
Equity / MIDCP 400 IDX
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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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20.4K
-
Shares change
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-897
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Total reported value, excl. options
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$1.92M
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Value change
-
-$84.3K
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Number of sells
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-1
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Price
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$93.97
Significant Holders of VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX (IVOO) as of Q4 2023
3 filings reported holding IVOO - VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX as of Q4 2023.
VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX (IVOO) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20.4K shares
.
Largest 10 shareholders include MORGAN STANLEY (1.11M shares), BANK OF AMERICA CORP /DE/ (1M shares), LOCKHEED MARTIN INVESTMENT MANAGEMENT CO (980K shares), UBS Group AG (437K shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (341K shares), LPL Financial LLC (310K shares), Gratus Capital LLC (306K shares), ENVESTNET ASSET MANAGEMENT INC (253K shares), Soltis Investment Advisors LLC (204K shares), and MEITAV INVESTMENT HOUSE LTD (203K 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.