Q3 2024 13F Holders as of 9/30/2024
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Type / Class
-
Equity / US MULTIFACTOR
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Number of holders
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65
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Total 13F shares, excl. options
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1.12M
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Shares change
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+8.93K
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Total reported value, excl. options
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$146M
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Value change
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+$1.31M
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Number of buys
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35
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Number of sells
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-20
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Price
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$130.39
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q3 2024
70 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q3 2024.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 65 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.12M shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (311K shares), ENVESTNET ASSET MANAGEMENT INC (211K shares), Opus Capital Group, LLC (107K shares), Per Stirling Capital Management, LLC. (76.7K shares), RAYMOND JAMES & ASSOCIATES (60.5K shares), UMB Bank, n.a. (58.7K shares), LPL Financial LLC (37.8K shares), Walkner Condon Financial Advisors LLC (21.8K shares), BARON SILVER STEVENS FINANCIAL ADVISORS, LLC (21.6K shares), and Partners in Financial Planning (21.1K shares).
This table shows the top 65 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.