Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / US MULTIFACTOR
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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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1.1M
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Shares change
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-50.3K
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Total reported value, excl. options
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$134M
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Value change
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-$6.64M
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Number of buys
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26
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Number of sells
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-22
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Price
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$122.41
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q2 2024
67 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q2 2024.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.1M shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (312K shares), ENVESTNET ASSET MANAGEMENT INC (237K shares), Opus Capital Group, LLC (98K shares), Per Stirling Capital Management, LLC. (75.7K shares), UMB Bank, n.a. (61.7K shares), COMMONWEALTH EQUITY SERVICES, LLC (41.3K shares), LPL Financial LLC (37K shares), Partners in Financial Planning (21.2K shares), RAYMOND JAMES & ASSOCIATES (20.3K shares), and Walkner Condon Financial Advisors LLC (19.3K 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.