Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / US MOMENTUM
-
Total 13F shares
-
64,478
-
Share change
-
+45,684
-
Total reported value
-
$5,528,000
-
Price per share
-
$86.62
-
Number of holders
-
10
-
Value change
-
+$3,955,043
-
Number of buys
-
6
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q3 2018
As of 30 Sep 2018,
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
64,478 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, ROYAL BANK OF CANADA, RAYMOND JAMES & ASSOCIATES, Janney Montgomery Scott LLC, Chicago Partners Investment Group LLC, PATHSTONE FAMILY OFFICE, LLC, BANK OF AMERICA CORP /DE/, Gradient Investments LLC, LADENBURG THALMANN FINANCIAL SERVICES INC., and Ruggie Capital Group.
This page lists
10
institutional shareholders reporting positions in this security
for the Q3 2018 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.