Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
290K
-
Shares change
-
+9.18K
-
Total reported value, excl. options
-
$28.8M
-
Value change
-
+$916K
-
Number of buys
-
7
-
Number of sells
-
-5
-
Price
-
$99.37
Significant Holders of VANGUARD TOTAL STOCK MKT IDX ADM - EQUITY FUNDS as of Q1 2023
19 filings reported holding 922908728 - VANGUARD TOTAL STOCK MKT IDX ADM - EQUITY FUNDS as of Q1 2023.
VANGUARD TOTAL STOCK MKT IDX ADM - EQUITY FUNDS has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 290K shares
.
Largest 10 shareholders include Garde Capital, Inc. (111K shares), Fulton Bank, N.A. (47.9K shares), Williams Jones Wealth Management, LLC. (23.7K shares), NORTH STAR ASSET MANAGEMENT INC (22.7K shares), MOTCO (20.3K shares), STEWART & PATTEN CO LLC (13.7K shares), Atlas Wealth LLC (12K shares), Strategic Investment Solutions, Inc. /IL (5.97K shares), ROTHSCHILD INVESTMENT CORP /IL (5.94K shares), and GREAT LAKES ADVISORS, LLC (4.44K shares).
This table shows the top 18 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.