Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / Exchange Traded Product
-
Shares outstanding
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1,937,464
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Number of holders
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56
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Total 13F shares, excl. options
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1,142,802
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Shares change
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+445,499
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Total reported value, excl. options
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$142,603,553
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Value change
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+$56,499,847
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Number of buys
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39
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Number of sells
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-12
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Price
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$126.74
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q1 2025
58 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q1 2025.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,142,802 shares
of 1,937,464 outstanding shares and own 58.98% of the company stock.
Largest 10 shareholders include Tanglewood Wealth Management, Inc. (201,853 shares), ANDERSON HOAGLAND & CO (178,112 shares), Foundations Investment Advisors, LLC (133,637 shares), NewEdge Advisors, LLC (69,505 shares), Martin Worley Group (65,624 shares), UBS Group AG (43,326 shares), UMB Bank, n.a. (34,312 shares), LPL Financial LLC (33,365 shares), TITLEIST ASSET MANAGEMENT, LLC (32,014 shares), and Equitable Holdings, Inc. (30,840 shares).
This table shows the top 56 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.