Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
289,742
-
Share change
-
+9,180
-
Total reported value
-
$28,789,926
-
Price per share
-
$99.37
-
Number of holders
-
18
-
Value change
-
+$916,079
-
Number of buys
-
7
-
Number of sells
-
5
Institutional Holders of VANGUARD TOTAL STOCK MKT IDX ADM - EQUITY FUNDS as of Q1 2023
As of 31 Mar 2023,
VANGUARD TOTAL STOCK MKT IDX ADM - EQUITY FUNDS was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
289,742 shares.
The largest 10 holders included
Garde Capital, Inc., Fulton Bank, N.A., Williams Jones Wealth Management, LLC., NORTH STAR ASSET MANAGEMENT INC, MOTCO, STEWART & PATTEN CO LLC, Atlas Wealth LLC, Strategic Investment Solutions, Inc. /IL, ROTHSCHILD INVESTMENT CORP /IL, and GREAT LAKES ADVISORS, LLC.
This page lists
18
institutional shareholders reporting positions in this security
for the Q1 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.