Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SMCP INDEX ADM
-
Total 13F shares
-
442,694
-
Share change
-
-83,405
-
Total reported value
-
$48,492,327
-
Price per share
-
$109.54
-
Number of holders
-
13
-
Value change
-
-$9,101,533
-
Number of buys
-
6
-
Number of sells
-
8
Institutional Holders of VANGUARD INDEX FDS - SMCP INDEX ADM as of Q1 2024
As of 31 Mar 2024,
VANGUARD INDEX FDS - SMCP INDEX ADM was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
442,694 shares.
The largest 10 holders included
Fulton Bank, N.A., Garde Capital, Inc., ENCOMPASS WEALTH ADVISORS, LLC, NEVILLE RODIE & SHAW INC, NORTH STAR ASSET MANAGEMENT INC, Wallington Asset Management, LLC, Fifth Third Wealth Advisors LLC, ARVEST TRUST CO N A, Williams Jones Wealth Management, LLC., and Dempze Nancy E.
This page lists
13
institutional shareholders reporting positions in this security
for the Q1 2024 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.