Vanguard Equity Income-InvVEIPX

13F holders, Q2 2024 (June 30)
4holders
1new positions
1sold out
$42.44avg. 13F price*

At the end of Q2 2024, 4 institutions reported holding Vanguard Equity Income-Inv (VEIPX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Silvercrest Asset Management Group LLC ($1.2M), Coston, McIsaac & Partners ($193K) and Tucker Asset Management LLC ($32K).

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 → Q2 2024

InstitutionsTotal Value
New Positions1$31K
Exits1$891K

All 13F filers, Q1 2024 → Q2 2024: 814 shares bought and 34,384 shares sold, net −33,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Silvercrest Asset Management Group LLC 0.01% Add +0.2% 29,320 $1.2M
Coston, McIsaac & Partners 0.06% No change 4,555 $193K
Tucker Asset Management LLC 0.01% Add +0.8% 750 $32K
RFP Financial Group LLC 0.01% New 740 $31K

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