Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SMCP VAL IDX ADM
-
Total 13F shares
-
103,706
-
Share change
-
-29,920
-
Total reported value
-
$8,949,857
-
Price per share
-
$86.30
-
Number of holders
-
9
-
Value change
-
-$2,131,922
-
Number of buys
-
5
-
Number of sells
-
3
Institutional Holders of VANGUARD BD INDEX FDS - SMCP VAL IDX ADM as of Q3 2024
As of 30 Sep 2024,
VANGUARD BD INDEX FDS - SMCP VAL IDX ADM was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
103,706 shares.
The largest 9 holders included
Fulton Bank, N.A., FIRST MERCHANTS CORP, Redwood Wealth Management Group, LLC, Grey Fox Wealth Advisors, LLC, Arvest Bank Trust Division, Alpine Bank Wealth Management, TOWER BRIDGE ADVISORS, C M BIDWELL & ASSOCIATES LTD, and Financial Gravity Companies, Inc..
This page lists
9
institutional shareholders reporting positions in this security
for the Q3 2024 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.