Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
350,407
-
Share change
-
+60,665
-
Total reported value
-
$37,594,340
-
Price per share
-
$107.32
-
Number of holders
-
16
-
Value change
-
+$6,646,280
-
Number of buys
-
9
-
Number of sells
-
7
Institutional Holders of VANGUARD TOTAL STOCK MKT IDX ADM - EQUITY FUNDS as of Q2 2023
As of 30 Jun 2023,
VANGUARD TOTAL STOCK MKT IDX ADM - EQUITY FUNDS was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
350,407 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, ORLEANS CAPITAL MANAGEMENT CORP/LA, ROWLAND & CO INVESTMENT COUNSEL/ADV, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, and ROTHSCHILD INVESTMENT CORP /IL.
This page lists
16
institutional shareholders reporting positions in this security
for the Q2 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.