Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / SMCP INDEX ADM
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
1.05M
-
Shares change
-
-1.26K
-
Total reported value, excl. options
-
$97.9M
-
Value change
-
-$120K
-
Number of buys
-
4
-
Number of sells
-
-3
-
Price
-
$90.57
Significant Holders of VANGUARD INDEX FDS - SMCP INDEX ADM as of Q3 2023
14 filings reported holding 922908686 - VANGUARD INDEX FDS - SMCP INDEX ADM as of Q3 2023.
VANGUARD INDEX FDS - SMCP INDEX ADM has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.05M shares
.
Largest 10 shareholders include Strategic Investment Solutions, Inc. /IL (509K shares), Fulton Bank, N.A. (409K shares), Garde Capital, Inc. (59.6K shares), ENCOMPASS WEALTH ADVISORS, LLC (20.7K shares), NEVILLE RODIE & SHAW INC (13.7K shares), Wallington Asset Management, LLC (11K shares), NORTH STAR ASSET MANAGEMENT INC (9.74K shares), Hemenway Trust Co LLC (5.84K shares), ARVEST TRUST CO N A (5K shares), and Williams Jones Wealth Management, LLC. (4.92K shares).
This table shows the top 13 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.