Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
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Equity / US QUALITY
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Number of holders
-
75
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Total 13F shares, excl. options
-
1,086,847
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Shares change
-
+60,832
-
Total reported value, excl. options
-
$155,092,637
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Value change
-
+$9,421,642
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Number of buys
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42
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Number of sells
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20
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Price
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$142.88
Institutional Holders of VANGUARD WELLINGTON FD - US QUALITY (VFQY) as of Q3 2024
As of 30 Sep 2024 VANGUARD WELLINGTON FD - US QUALITY (VFQY) had 81 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,086,847 shares of stock of the company.
Largest 10 holders included Armbruster Capital Management, Inc., Systelligence, LLC, Foundations Investment Advisors, LLC, Hobart Private Capital, LLC, LPL Financial LLC, GYL Financial Synergies, LLC, Cedar Point Capital Partners, LLC, Pure Financial Advisors, LLC, Journey Advisory Group, LLC, and Professional Financial Advisors, LLC.
This table shows 81 institutional shareholders of the security as of 30 Sep 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.