Q1 2024 13F Holders as of 31 Mar 2024
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Type / Class
-
Equity / US QUALITY
-
Total 13F shares
-
1,015,547
-
Share change
-
+13,586
-
Total reported value
-
$139,041,875
-
Price per share
-
$136.93
-
Number of holders
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71
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Value change
-
+$1,922,141
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Number of buys
-
32
-
Number of sells
-
23
Institutional Holders of VANGUARD WELLINGTON FD - US QUALITY (VFQY) as of Q1 2024
As of 31 Mar 2024 VANGUARD WELLINGTON FD - US QUALITY (VFQY) had 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,015,547 shares of stock of the company.
Largest 10 holders included Armbruster Capital Management, Inc., Systelligence, LLC, Symmetry Partners, LLC, Cedar Point Capital Partners, LLC, GYL Financial Synergies, LLC, Foundations Investment Advisors, LLC, Hobart Private Capital, LLC, Pure Financial Advisors, LLC, LPL Financial LLC, and Journey Advisory Group, LLC.
This table shows 71 institutional shareholders of the security as of 31 Mar 2024.
| 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.