Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / US MOMENTUM
-
Total 13F shares
-
170,173
-
Share change
-
+3,958
-
Total reported value
-
$14,696,000
-
Price per share
-
$86.28
-
Number of holders
-
13
-
Value change
-
+$374,995
-
Number of buys
-
7
-
Number of sells
-
6
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q4 2019
As of 31 Dec 2019,
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
170,173 shares.
The largest 10 holders included
Strategic Financial Services, Inc,, Richard P Slaughter Associates Inc, Edge Capital Group, LLC, ROYAL BANK OF CANADA, Chicago Partners Investment Group LLC, Cambridge Investment Research Advisors, Inc., RAYMOND JAMES & ASSOCIATES, JANE STREET GROUP, LLC, Autus Asset Management, LLC, and BANK OF AMERICA CORP /DE/.
This page lists
13
institutional shareholders reporting positions in this security
for the Q4 2019 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.