Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / Mutual Funds
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Number of holders
-
4
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Total 13F shares, excl. options
-
799K
-
Shares change
-
-292K
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Total reported value, excl. options
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$8.75M
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Value change
-
-$3.14M
-
Number of buys
-
2
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Number of sells
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-3
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Price
-
$10.95
Significant Holders of VANGUARD LIMITED TAX - Mutual Funds as of Q3 2024
6 filings reported holding 922907886 - VANGUARD LIMITED TAX - Mutual Funds as of Q3 2024.
VANGUARD LIMITED TAX - Mutual Funds has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 799K shares
.
Largest 6 shareholders include FIRST MERCHANTS CORP (676K shares), ENCOMPASS WEALTH ADVISORS, LLC (106K shares), Jackson Wealth Management, LLC (15.3K shares), Financial Gravity Companies, Inc. (2.46K shares), Ancora Advisors LLC (0 shares), and MOTCO (0 shares).
This table shows the top 4 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.