Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
1,937,464
-
Number of holders
-
39
-
Total 13F shares, excl. options
-
581,885
-
Shares change
-
+44,661
-
Total reported value, excl. options
-
$55,959,523
-
Value change
-
+$4,295,534
-
Number of buys
-
19
-
Number of sells
-
-8
-
Price
-
$96.17
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q3 2023
39 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q3 2023.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 581,885 shares
of 1,937,464 outstanding shares and own 30.03% of the company stock.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (175,324 shares), Destiny Wealth Partners, LLC (81,065 shares), Foundations Investment Advisors, LLC (57,178 shares), AVANTAX ADVISORY SERVICES, INC. (46,419 shares), Milestone Advisory Partners (40,768 shares), UMB Bank, n.a. (35,371 shares), UBS Group AG (26,066 shares), Compass Financial Group, INC/SD (15,938 shares), PATHSTONE FAMILY OFFICE, LLC (14,500 shares), and LPL Financial LLC (9,905 shares).
This table shows the top 39 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.