Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / US MULTIFACTOR
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Number of holders
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1
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Total 13F shares, excl. options
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23K
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Shares change
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-355
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Total reported value, excl. options
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$2.64M
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Value change
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-$40.8K
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Number of sells
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-1
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Price
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$114.84
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q4 2023
1 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q4 2023.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23K shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (313K shares), ENVESTNET ASSET MANAGEMENT INC (267K shares), Opus Capital Group, LLC (103K shares), UMB Bank, n.a. (62.3K shares), COMMONWEALTH EQUITY SERVICES, LLC (38.3K shares), LPL Financial LLC (37.2K shares), Geneos Wealth Management Inc. (27.2K shares), ABSOLUTE CAPITAL MANAGEMENT, LLC (23.8K shares), Partners in Financial Planning (23K shares), and BARON SILVER STEVENS FINANCIAL ADVISORS, LLC (15.6K shares).
This table shows the top 1 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.