Q3 2022 13F Holders as of 30 Sep 2022
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Type / Class
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Equity / Exchange Traded Product
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Shares outstanding
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1,937,464
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Number of holders
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25
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Total 13F shares, excl. options
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415,423
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Shares change
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+26,058
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Total reported value, excl. options
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$37,039,980
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Value change
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+$2,138,434
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Number of buys
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14
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Number of sells
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-6
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Price
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$89.16
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q3 2022
28 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q3 2022.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 415,423 shares
of 1,937,464 outstanding shares and own 21.44% of the company stock.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (154,899 shares), UMB Bank, n.a. (86,526 shares), Destiny Wealth Partners, LLC (80,909 shares), AVANTAX ADVISORY SERVICES, INC. (38,595 shares), ENVESTNET ASSET MANAGEMENT INC (9,381 shares), MARKET STREET WEALTH MANAGEMENT ADVISORS LLC (6,392 shares), Autus Asset Management, LLC (5,295 shares), COMMONWEALTH EQUITY SERVICES, LLC (5,032 shares), ROYAL BANK OF CANADA (4,488 shares), and SeaCrest Wealth Management, LLC (4,011 shares).
This table shows the top 25 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.