Vanguard Equity Income-InvVEIPX

13F holders, Q1 2024 (March 31)
4holders
$34.52avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding Vanguard Equity Income-Inv (VEIPX) in their 13F filings. The largest holders were Silvercrest Asset Management Group LLC ($1.3M), Ethos Financial Group, LLC ($891K) and Coston, McIsaac & Partners ($196K).

Company
Vanguard Equity Income-Inv
CUSIP
921921102
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 4Q4 2024Q1 2025: 1Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$2.2M
Exits0$0

Ownership 4 holders

Silvercrest Asset Management Group LLC 0.01% New 29,252 $1.3M
Ethos Financial Group, LLC 0.17% New 34,384 $891K
Coston, McIsaac & Partners 0.06% No change 4,555 $196K
Tucker Asset Management LLC 0.01% Add +0.7% 744 $32K

"% of holder's portfolio" is VEIPX's weight in each manager's 13F, not the share of Vanguard Equity Income-Inv the manager owns.