Q3 2024 13F Holders as of 30 Sep 2024
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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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37
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Total 13F shares, excl. options
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572,536
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Shares change
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+97,404
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Total reported value, excl. options
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$69,581,062
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Value change
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+$11,903,552
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Number of buys
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21
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Number of sells
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-15
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Price
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$121.62
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q3 2024
42 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q3 2024.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 572,536 shares
of 1,937,464 outstanding shares and own 29.55% of the company stock.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (184,593 shares), Foundations Investment Advisors, LLC (94,550 shares), NewEdge Advisors, LLC (68,377 shares), LPL Financial LLC (38,626 shares), UMB Bank, n.a. (35,764 shares), UBS Group AG (27,125 shares), Pathstone Holdings, LLC (12,390 shares), AVANTAX ADVISORY SERVICES, INC. (12,352 shares), Compass Financial Group, INC/SD (11,166 shares), and Allianz Asset Management GmbH (9,608 shares).
This table shows the top 37 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.