Q1 2019 13F Holders as of 3/31/2019
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Type / Class
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Equity / US MOMENTUM
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Number of holders
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12
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Total 13F shares, excl. options
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148K
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Shares change
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+16.2K
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Total reported value, excl. options
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$11.7M
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Value change
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+$1.67M
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Number of buys
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3
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Number of sells
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-12
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Price
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$79.27
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q1 2019
18 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q1 2019.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 148K shares
.
Largest 10 shareholders include Edge Capital Group, LLC (49.1K shares), Strategic Financial Services, Inc, (27.6K shares), JANE STREET GROUP, LLC (25.3K shares), Baird Financial Group, Inc. (13.8K shares), ROYAL BANK OF CANADA (10.9K shares), RAYMOND JAMES TRUST N.A. (5.94K shares), RAYMOND JAMES & ASSOCIATES (5.17K shares), Chicago Partners Investment Group LLC (4.22K shares), Vestmark Advisory Solutions, Inc. (2.67K shares), and Janney Montgomery Scott LLC (2.55K shares).
This table shows the top 12 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* 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.