Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US QUALITY
-
Total 13F shares
-
993,816
-
Share change
-
+77,999
-
Total reported value
-
$125,791,600
-
Price per share
-
$126.47
-
Number of holders
-
67
-
Value change
-
+$10,581,801
-
Number of buys
-
29
-
Number of sells
-
22
Institutional Holders of VANGUARD WELLINGTON FD - US QUALITY (VFQY) as of Q4 2023
As of 31 Dec 2023,
VANGUARD WELLINGTON FD - US QUALITY (VFQY) was held by
67 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
993,816 shares.
The largest 10 holders included
Armbruster Capital Management, Inc., Systelligence, LLC, Hobart Private Capital, LLC, Symmetry Partners, LLC, Cedar Point Capital Partners, LLC, GYL FINANCIAL SYNERGIES, LLC, Foundations Investment Advisors, LLC, Pure Financial Advisors, LLC, LPL Financial LLC, and Professional Financial Advisors, LLC.
This page lists
67
institutional shareholders reporting positions in this security
for the Q4 2023 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.