Q3 2023 13F Holders as of 9/30/2023
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Type / Class
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Equity / US MULTIFACTOR
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Number of holders
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42
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Total 13F shares, excl. options
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913K
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Shares change
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-93.1K
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Total reported value, excl. options
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$94.3M
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Value change
-
-$9.62M
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Number of buys
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16
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Number of sells
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-15
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Price
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$103.26
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q3 2023
47 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q3 2023.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 913K shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (264K shares), ENVESTNET ASSET MANAGEMENT INC (257K shares), Opus Capital Group, LLC (104K shares), UMB Bank, n.a. (60.2K shares), COMMONWEALTH EQUITY SERVICES, LLC (33.8K shares), Geneos Wealth Management Inc. (30.1K shares), ABSOLUTE CAPITAL MANAGEMENT, LLC (24.9K shares), Partners in Financial Planning (23.4K shares), Bank of New York Mellon Corp (14.8K shares), and BARON SILVER STEVENS FINANCIAL ADVISORS, LLC (11K shares).
This table shows the top 42 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.