Q3 2018 13F Holders as of 30 Sep 2018
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Type / Class
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Equity / US MOMENTUM
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Number of holders
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10
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Total 13F shares, excl. options
-
64,478
-
Shares change
-
+45,684
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Total reported value, excl. options
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$5,528,000
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Value change
-
+$3,955,043
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Number of buys
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6
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Price
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$86.62
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q3 2018
10 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q3 2018.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 64,478 shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (37,216 shares), ROYAL BANK OF CANADA (7,736 shares), RAYMOND JAMES & ASSOCIATES (7,059 shares), Janney Montgomery Scott LLC (5,130 shares), Chicago Partners Investment Group LLC (4,206 shares), PATHSTONE FAMILY OFFICE, LLC (2,193 shares), BANK OF AMERICA CORP /DE/ (300 shares), Gradient Investments LLC (250 shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (206 shares), and Ruggie Capital Group (182 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.