Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / SMCP INDEX ADM
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
345K
-
Shares change
-
-24.8K
-
Total reported value, excl. options
-
$19.1M
-
Value change
-
-$1.84M
-
Number of buys
-
3
-
Number of sells
-
-11
-
Price
-
$55.29
Significant Holders of VANGUARD INDEX FDS - SMCP INDEX ADM as of Q1 2020
16 filings reported holding 922908686 - VANGUARD INDEX FDS - SMCP INDEX ADM as of Q1 2020.
VANGUARD INDEX FDS - SMCP INDEX ADM has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 345K shares
.
Largest 10 shareholders include Fulton Bank, N.A. (275K shares), HEADINVEST, LLC (31.5K shares), NEVILLE RODIE & SHAW INC (14.1K shares), ALBION FINANCIAL GROUP /UT (8.37K shares), Williams Jones Wealth Management, LLC. (5.01K shares), GOFEN & GLOSSBERG LLC /IL/ (4.51K shares), Hemenway Trust Co LLC (4.17K shares), QCI ASSET MANAGEMENT INC/NY (1.99K shares), Estabrook Capital Management (690 shares), and Intercontinental Wealth Advisors, 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.