Q4 2022 13F Holders as of 31 Dec 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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35
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Total 13F shares, excl. options
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463,430
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Shares change
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+18,936
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Total reported value, excl. options
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$45,589,649
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Value change
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+$1,875,060
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Number of buys
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20
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Number of sells
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-6
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Price
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$98.38
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q4 2022
36 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q4 2022.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 463,430 shares
of 1,937,464 outstanding shares and own 23.92% of the company stock.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (157,393 shares), Destiny Wealth Partners, LLC (74,514 shares), UMB Bank, n.a. (71,018 shares), AVANTAX ADVISORY SERVICES, INC. (38,785 shares), Compass Financial Group, INC/SD (16,976 shares), PATHSTONE FAMILY OFFICE, LLC (16,804 shares), Bleakley Financial Group, LLC (12,584 shares), ENVESTNET ASSET MANAGEMENT INC (9,224 shares), LPL Financial LLC (8,309 shares), and COMMONWEALTH EQUITY SERVICES, LLC (7,892 shares).
This table shows the top 35 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.