Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / US MULTIFACTOR
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Number of holders
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64
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Total 13F shares, excl. options
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1.24M
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Shares change
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+111K
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Total reported value, excl. options
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$163M
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Value change
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+$14.5M
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Number of buys
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34
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Number of sells
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-23
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Price
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$130.58
Significant Holders of VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) as of Q4 2024
74 filings reported holding VFMF - VANGUARD WELLINGTON FD - US MULTIFACTOR as of Q4 2024.
VANGUARD WELLINGTON FD - US MULTIFACTOR (VFMF) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.24M shares
.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (305K shares), ENVESTNET ASSET MANAGEMENT INC (200K shares), Opus Capital Group, LLC (106K shares), Per Stirling Capital Management, LLC. (79.3K shares), RAYMOND JAMES FINANCIAL INC (73K shares), LPL Financial LLC (68.5K shares), UMB Bank, n.a. (58.5K shares), Cambridge Investment Research Advisors, Inc. (56.8K shares), VICTORY FINANCIAL GROUP, LLC (25.6K shares), and BARON SILVER STEVENS FINANCIAL ADVISORS, LLC (24K shares).
This table shows the top 64 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.