Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / SHORT TRM TAX EX
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
812K
-
Shares change
-
+621K
-
Total reported value, excl. options
-
$81.6M
-
Value change
-
+$62.4M
-
Number of buys
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19
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Number of sells
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-3
-
Price
-
$100.48
Significant Holders of VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) as of Q2 2023
24 filings reported holding VTES - VANGUARD WELLINGTON FD - SHORT TRM TAX EX as of Q2 2023.
VANGUARD WELLINGTON FD - SHORT TRM TAX EX (VTES) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 812K shares
.
Largest 10 shareholders include Wescott Financial Advisory Group, LLC (442K shares), JANE STREET GROUP, LLC (171K shares), RFP Financial Group LLC (45.6K shares), Landmark Financial Advisors, LLC (43.1K shares), GOLDMAN SACHS GROUP INC (32.5K shares), Capital Investment Services of America, Inc. (25.2K shares), RAYMOND JAMES TRUST N.A. (12.4K shares), Watchman Group, Inc. (6.93K shares), Francis Financial, Inc. (6.43K shares), and Private Advisor Group, LLC (4.03K shares).
This table shows the top 22 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.