Q1 2020 13F Holders as of 31 Mar 2020
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Type / Class
-
Equity / US MOMENTUM
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Number of holders
-
16
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Total 13F shares, excl. options
-
267,920
-
Shares change
-
+91,703
-
Total reported value, excl. options
-
$18,134,981
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Value change
-
+$5,293,231
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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
-
$67.58
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q1 2020
As of 31 Mar 2020 VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) had 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 267,920 shares of stock of the company.
Largest 10 holders included Strategic Financial Services, Inc,, Edge Capital Group, LLC, Armbruster Capital Management, Inc., CITADEL ADVISORS LLC, ROYAL BANK OF CANADA, SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, Cambridge Investment Research Advisors, Inc., JNB Advisors LLC, and Chicago Partners Investment Group LLC.
This table shows 19 institutional shareholders of the security as of 31 Mar 2020.
| 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.