Vanguard Equity Income-InvVEIPX
13F holders, Q4 2024 (December 31)4holders +1
1new positions
1sold out
$42.06avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Vanguard Equity Income-Inv (VEIPX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($205K), Financially Speaking Inc ($77K) and Tucker Asset Management LLC ($34K).
- Company
- Vanguard Equity Income-Inv
- CUSIP
- 921921102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 1 | $210K |
All 13F filers, Q3 2024 → Q4 2024: 554 shares bought and 4,586 shares sold, net −4,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Coston, McIsaac & Partners | 0.06% | Add +7.0% | 4,875 | $205K |
| Financially Speaking Inc | 0.05% | — | 1,824 | $77K |
| Tucker Asset Management LLC | 0.01% | Add +7.7% | 813 | $34K |
| Ethos Financial Group, LLC | 0.00% | New | 176 | $7K |
"% of holder's portfolio" is VEIPX's weight in each manager's 13F, not the share of Vanguard Equity Income-Inv the manager owns.