VEIRX
Vanguard Equity Income Fund Admiral Shares
1W: -1.6%
1M: -5.4%
3M: -2.5%
YTD: +5.1%
1Y: +0.1%
3Y: +42.2%
5Y: +50.2%
$99.03
+0.62 (+0.63%)
Weekly Expected Move ±1.1%
$96
$97
$98
$100
$101
Institutional Ownership — VEIRX
5
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
47M
Total Invested
0
New Positions
1
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 404,317 | $40M | +1,037 | +0.3% | 9Q | SEC ↗ |
| 2 | Fulton Bank, N.A. | 50,041 | $5M | -2,759 | -5.2% | 25Q | SEC ↗ |
| 3 | OAKWORTH CAPITAL, INC. | 14,832 | $1M | -1,674 | -10.1% | 4Q | SEC ↗ |
| 4 | GREAT LAKES ADVISORS, LLC | 2,203 | $218K | -413 | -15.8% | 3Q | SEC ↗ |
| 5 | McIlrath & Eck, LLC NEW | 871 | $86K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Garton & Associates Financial Advisors | 0 | $0K | -905 | -100.0% | 1Q | SEC ↗ |
| 7 | Kohmann Bosshard Financial Services, L | 0 | $0K | -1,169 | -100.0% | 2Q | SEC ↗ |
| 8 | RFP Financial Group LLC | 0 | $0K | -5,348 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 871 | $86K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RFP Financial Group LLC | 5,348 | $530K |
| Kohmann Bosshard Financial Services | 1,169 | $116K |
| Garton & Associates Financial Advis | 905 | $90K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FIRST MERCHANTS CORP | +1,037 | +0.3% | 404,317 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | -2,759 | -5.2% | 50,041 |
| OAKWORTH CAPITAL, INC. | -1,674 | -10.1% | 14,832 |
| GREAT LAKES ADVISORS, LLC | -413 | -15.8% | 2,203 |