VEIPX
Vanguard Equity Income Fund Investor Shares
1W: -1.6%
1M: -5.4%
3M: -2.5%
YTD: +5.1%
1Y: +0.1%
3Y: +35.1%
5Y: +42.5%
$47.26
+0.30 (+0.64%)
Weekly Expected Move ±1.1%
$46
$46
$47
$47
$48
Institutional Ownership — VEIPX
2
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 5,290 | $250K | — | +0.0% | 16Q | SEC ↗ |
| 2 | Garton & Associates Financial Advisors | 0 | $0K | -340 | -100.0% | 1Q | SEC ↗ |
| 3 | Financially Speaking Inc | 0 | $0K | -1,824 | -100.0% | 3Q | SEC ↗ |
| 4 | Sequent Asset Management, LLC | 0 | $0K | -4,586 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sequent Asset Management, LLC | 4,586 | $217K |
| Financially Speaking Inc | 1,824 | $86K |
| Garton & Associates Financial Advis | 340 | $16K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.