Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
70,643
-
Share change
-
+12,534
-
Total reported value
-
$7,696,000
-
Price per share
-
$71.23
-
Number of holders
-
8
-
Value change
-
+$873,780
-
Number of buys
-
4
-
Number of sells
-
2
Institutional Holders of VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS as of Q2 2021
As of 30 Jun 2021,
VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
70,643 shares.
The largest 8 holders included
Summit Global Investments, Almanack Investment Partners, LLC., EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC, ENCOMPASS WEALTH ADVISORS, LLC, TRUST CO OF TOLEDO NA /OH/, GOFEN & GLOSSBERG LLC /IL/, CANANDAIGUA NATIONAL CORP, and Westside Investment Management, Inc..
This page lists
8
institutional shareholders reporting positions in this security
for the Q2 2021 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.