Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / US QUALITY
-
Total 13F shares
-
726,295
-
Share change
-
+36,816
-
Total reported value
-
$76,487,716
-
Price per share
-
$104.85
-
Number of holders
-
51
-
Value change
-
+$4,086,986
-
Number of buys
-
27
-
Number of sells
-
10
Institutional Holders of VANGUARD WELLINGTON FD - US QUALITY (VFQY) as of Q4 2022
As of 31 Dec 2022,
VANGUARD WELLINGTON FD - US QUALITY (VFQY) was held by
51 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
726,295 shares.
The largest 10 holders included
Armbruster Capital Management, Inc., Symmetry Partners, LLC, GYL Financial Synergies, LLC, Compass Advisory Group LLC, Pure Financial Advisors, LLC, AJ WEALTH STRATEGIES, LLC, Professional Financial Advisors, LLC, Capital Advisors, Ltd. LLC, Coastline Trust Co, and Strategic Blueprint, LLC.
This page lists
51
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| 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.