Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
798
-
Share change
-
+3
-
Total reported value
-
$351,170
-
Price per share
-
$440.06
-
Number of holders
-
1
-
Value change
-
+$1,320
-
Number of buys
-
1
Institutional Holders of VANGUARD 500 INDEX ADMIRAL - EQUITY FUNDS as of Q4 2023
As of 31 Dec 2023,
VANGUARD 500 INDEX ADMIRAL - EQUITY FUNDS was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
798 shares.
The largest 10 holders included
FULTON BANK, N.A., PARTNERS CAPITAL INVESTMENT GROUP, LLP, ARVEST TRUST CO N A, Garde Capital, Inc., RIVERBRIDGE PARTNERS LLC, NORTH STAR ASSET MANAGEMENT INC, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, MOTCO, Williams Jones Wealth Management, LLC., and NEVILLE RODIE & SHAW INC.
This page lists
43
institutional shareholders reporting positions in this security
for the Q4 2023 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.