Q1 2020 13F Holders as of 3/31/2020
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Type / Class
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Equity / US MOMENTUM
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Number of holders
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16
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Total 13F shares, excl. options
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268K
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Shares change
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+91.7K
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Total reported value, excl. options
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$18.1M
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Value change
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+$5.29M
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Number of buys
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8
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Number of sells
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-6
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Price
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$67.58
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q1 2020
19 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q1 2020.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 268K shares
.
Largest 10 shareholders include Strategic Financial Services, Inc, (139K shares), Edge Capital Group, LLC (41.7K shares), Armbruster Capital Management, Inc. (20.2K shares), CITADEL ADVISORS LLC (14.1K shares), ROYAL BANK OF CANADA (13.7K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (13.3K shares), JANE STREET GROUP, LLC (5.6K shares), Cambridge Investment Research Advisors, Inc. (5K shares), JNB Advisors LLC (4.83K shares), and Chicago Partners Investment Group LLC (4.26K shares).
This table shows the top 16 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.