Q1 2023 13F Holders as of 31 Mar 2023
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Type / Class
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Equity / Exchange Traded Product
-
Shares outstanding
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1,937,464
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Number of holders
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31
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Total 13F shares, excl. options
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526,145
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Shares change
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+73,857
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Total reported value, excl. options
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$51,730,734
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Value change
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+$7,266,224
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Number of buys
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20
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Number of sells
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-8
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Price
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$98.38
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q1 2023
35 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q1 2023.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 31 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 526,145 shares
of 1,937,464 outstanding shares and own 27.16% of the company stock.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (156,884 shares), Destiny Wealth Partners, LLC (81,231 shares), UMB Bank, n.a. (68,741 shares), AVANTAX ADVISORY SERVICES, INC. (39,694 shares), Foundations Investment Advisors, LLC (29,611 shares), UBS Group AG (26,941 shares), JANE STREET GROUP, LLC (22,916 shares), Compass Financial Group, INC/SD (16,963 shares), PATHSTONE FAMILY OFFICE, LLC (16,804 shares), and ENVESTNET ASSET MANAGEMENT INC (9,693 shares).
This table shows the top 31 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.