Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / SMCP VAL IDX ADM
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Number of holders
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9
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Total 13F shares, excl. options
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104K
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Shares change
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-29.9K
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Total reported value, excl. options
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$8.95M
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Value change
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-$2.13M
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Number of buys
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5
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Number of sells
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-3
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Price
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$86.30
Significant Holders of VANGUARD BD INDEX FDS - SMCP VAL IDX ADM as of Q3 2024
11 filings reported holding 921937686 - VANGUARD BD INDEX FDS - SMCP VAL IDX ADM as of Q3 2024.
VANGUARD BD INDEX FDS - SMCP VAL IDX ADM has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 104K shares
.
Largest 10 shareholders include Fulton Bank, N.A. (31K shares), FIRST MERCHANTS CORP (26.8K shares), Redwood Wealth Management Group, LLC (20K shares), Grey Fox Wealth Advisors, LLC (11.6K shares), Arvest Bank Trust Division (5.68K shares), Alpine Bank Wealth Management (3.44K shares), TOWER BRIDGE ADVISORS (2.76K shares), C M BIDWELL & ASSOCIATES LTD (1.27K shares), Financial Gravity Companies, Inc. (1.19K shares), and ORG Partners LLC (0 shares).
This table shows the top 9 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.