Q1 2024 13F Holders as of 3/31/2024
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Type / Class
-
Equity / US MULTIFACTOR
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Number of holders
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63
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Total 13F shares, excl. options
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1.17M
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Shares change
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+112K
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Total reported value, excl. options
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$147M
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Value change
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+$14.2M
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Number of buys
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32
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Number of sells
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-21
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Price
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$126.89
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q1 2024
66 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q1 2024.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.17M shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (317K shares), ENVESTNET ASSET MANAGEMENT INC (262K shares), Opus Capital Group, LLC (96.8K shares), Beacon Harbor Wealth Advisors, Inc. (83.8K shares), UMB Bank, n.a. (61.5K shares), COMMONWEALTH EQUITY SERVICES, LLC (39.7K shares), LPL Financial LLC (36.6K shares), Geneos Wealth Management Inc. (24.8K shares), ABSOLUTE CAPITAL MANAGEMENT, LLC (23.7K shares), and Partners in Financial Planning (21K shares).
This table shows the top 63 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.