Q4 2022 13F Holders as of 12/31/2022
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Type / Class
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Equity / US MULTIFACTOR
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Number of holders
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34
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Total 13F shares, excl. options
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991K
-
Shares change
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+165K
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Total reported value, excl. options
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$98.5M
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Value change
-
+$16.4M
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Number of buys
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21
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Number of sells
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-8
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Price
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$98.83
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q4 2022
37 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q4 2022.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 991K shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (271K shares), ANDERSON HOAGLAND & CO (261K shares), UMB Bank, n.a. (134K shares), Opus Capital Group, LLC (85.9K shares), STIFEL FINANCIAL CORP (59.8K shares), COMMONWEALTH EQUITY SERVICES, LLC (31.3K shares), Partners in Financial Planning (24.3K shares), ABSOLUTE CAPITAL MANAGEMENT, LLC (22.1K shares), LPL Financial LLC (15.6K shares), and Bank of New York Mellon Corp (14.7K 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.