Security Details
| Security Name: | VANGUARD INFO TECH |
|---|---|
| Ticker: | - |
| Security Type: | STUB_TYPE |
| Exchange: | - |
| CUSIP: | 92204a702 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.09B | - | 17 | - |
| 2024-09-30 | $0.09B | +0.0% | 14 | -17.6% |
| 2024-12-31 | $0.10B | +8.9% | 15 | +7.1% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT CO LLC | $67.8M | 109K | 15.5% |
| BBR PARTNERS, LLC | $19.9M | 31K | 1.4% |
| BLACKSTON FINANCIAL ADVISORY GROUP, LLC | $2.2M | 3K | 1.1% |
| RAMSAY, STATTMAN, VELA & PRICE, INC. | $1.6M | 2K | 0.3% |
| COZAD ASSET MANAGEMENT INC | $3.2M | 5K | 0.3% |
| CORBYN INVESTMENT MANAGEMENT INC/MD | $0.7M | 1K | 0.3% |
| SONATA CAPITAL GROUP INC | $0.6M | 0K | 0.2% |
| MENGIS CAPITAL MANAGEMENT, INC. | $0.6M | 0K | 0.1% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | $0.6M | 0K | 0.1% |
| NORTH STAR ASSET MANAGEMENT INC | $1.3M | 2K | 0.1% |
| CHEVIOT VALUE MANAGEMENT, LLC | $0.3M | 0K | 0.1% |
| DOUGLASS WINTHROP ADVISORS, LLC | $2.2M | 3K | 0.0% |
| SVB WEALTH LLC | $1.0M | 1K | 0.0% |
| CLARKSTON CAPITAL PARTNERS, LLC | $0.4M | 0K | 0.0% |
| DF DENT & CO INC | $0.4M | 0K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|---|---|---|---|---|
| VV | US | VANGUARD LARGE-CAP ETF | 0.002 | 2 | 858 |
| VYM | US | VANGUARD HIGH DVD YIELD ETF | 0.002 | 2 | 1235 |
| VTI | US | VANGUARD TOTAL STOCK MKT ETF | 0.001 | 3 | 2173 |
| VO | US | VANGUARD MID-CAP ETF | 0.001 | 2 | 1470 |
| VOO | US | VANGUARD S&P 500 ETF | 0.001 | 3 | 2296 |
| VIG | US | VANGUARD DIVIDEND APPREC ETF | 0.001 | 2 | 1575 |
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| WMT | US | WALMART INC | 0.001 | 2 | 2762 |
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