Q1 2024 13F Holders as of 31 Mar 2024
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Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
1,937,464
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Number of holders
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34
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Total 13F shares, excl. options
-
494,871
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Shares change
-
-28,713
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Total reported value, excl. options
-
$54,832,782
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Value change
-
-$3,211,463
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Number of buys
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14
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Number of sells
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-17
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Price
-
$111.89
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q1 2024
38 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q1 2024.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 494,871 shares
of 1,937,464 outstanding shares and own 25.54% of the company stock.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (177,224 shares), Destiny Wealth Partners, LLC (75,931 shares), Foundations Investment Advisors, LLC (53,729 shares), UMB Bank, n.a. (34,677 shares), UBS Group AG (26,532 shares), Pathstone Holdings, LLC (13,756 shares), LPL Financial LLC (12,524 shares), Compass Financial Group, INC/SD (11,582 shares), AVANTAX ADVISORY SERVICES, INC. (11,250 shares), and Royal Bank of Canada (8,327 shares).
This table shows the top 34 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.