VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / Exchange Traded Product
Shares outstanding
1,937,464
Number of holders
39
Total 13F shares, excl. options
688,951
Shares change
+58,422
Total reported value, excl. options
$83,425,652
Value change
+$7,006,246
Number of buys
23
Number of sells
-12
Price
$120.51

Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q4 2024

44 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q4 2024.
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 688,951 shares of 1,937,464 outstanding shares and own 35.56% of the company stock.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (179,328 shares), Foundations Investment Advisors, LLC (101,199 shares), NewEdge Advisors, LLC (68,419 shares), Martin Worley Group (57,993 shares), UMB Bank, n.a. (35,711 shares), UBS Group AG (28,867 shares), Cambridge Investment Research Advisors, Inc. (26,197 shares), COMMONWEALTH EQUITY SERVICES, LLC (24,470 shares), TITLEIST ASSET MANAGEMENT, LLC (22,020 shares), and LPL Financial LLC (20,491 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.