Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
1,937,464
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
470,343
-
Shares change
-
-20,736
-
Total reported value, excl. options
-
$53,394,632
-
Value change
-
-$2,175,821
-
Number of buys
-
16
-
Number of sells
-
-18
-
Price
-
$113.65
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q2 2024
42 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q2 2024.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 470,343 shares
of 1,937,464 outstanding shares and own 24.28% of the company stock.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (185,993 shares), Foundations Investment Advisors, LLC (56,597 shares), NewEdge Advisors, LLC (55,490 shares), UMB Bank, n.a. (34,677 shares), UBS Group AG (27,240 shares), LPL Financial LLC (16,224 shares), Pathstone Holdings, LLC (13,511 shares), AVANTAX ADVISORY SERVICES, INC. (11,676 shares), Compass Financial Group, INC/SD (11,360 shares), and ENVESTNET ASSET MANAGEMENT INC (8,480 shares).
This table shows the top 32 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.