Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / SMCP INDEX ADM
-
Total 13F shares
-
345,463
-
Share change
-
-24,845
-
Total reported value
-
$19,107,164
-
Price per share
-
$55.29
-
Number of holders
-
9
-
Value change
-
-$1,840,425
-
Number of buys
-
3
-
Number of sells
-
11
Institutional Holders of VANGUARD INDEX FDS - SMCP INDEX ADM as of Q1 2020
As of 31 Mar 2020,
VANGUARD INDEX FDS - SMCP INDEX ADM was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
345,463 shares.
The largest 9 holders included
Fulton Bank, N.A., HEADINVEST, LLC, NEVILLE RODIE & SHAW INC, ALBION FINANCIAL GROUP /UT, Williams Jones Wealth Management, LLC., GOFEN & GLOSSBERG LLC /IL/, Hemenway Trust Co LLC, QCI ASSET MANAGEMENT INC/NY, and Estabrook Capital Management.
This page lists
9
institutional shareholders reporting positions in this security
for the Q1 2020 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.