Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
336,105
-
Share change
-
-38,587
-
Total reported value
-
$42,469,554
-
Price per share
-
$126.60
-
Number of holders
-
21
-
Value change
-
-$4,706,548
-
Number of buys
-
11
-
Number of sells
-
10
Institutional Holders of VANGUARD TOTAL STOCK MKT IDX ADM - EQUITY FUNDS as of Q1 2024
As of 31 Mar 2024,
VANGUARD TOTAL STOCK MKT IDX ADM - EQUITY FUNDS was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
336,105 shares.
The largest 10 holders included
Garde Capital, Inc., Fulton Bank, N.A., Williams Jones Wealth Management, LLC., NORTH STAR ASSET MANAGEMENT INC, MOTCO, SILVERCREST ASSET MANAGEMENT GROUP LLC, STEWART & PATTEN CO LLC, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, Financial Gravity Asset Management, Inc., and PROFESSIONAL ADVISORY SERVICES INC.
This page lists
21
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.