Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / US MOMENTUM
-
Total 13F shares
-
315,656
-
Share change
-
+47,736
-
Total reported value
-
$27,152,225
-
Price per share
-
$85.95
-
Number of holders
-
17
-
Value change
-
+$4,182,154
-
Number of buys
-
7
-
Number of sells
-
8
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q2 2020
As of 30 Jun 2020,
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
315,656 shares.
The largest 10 holders included
Strategic Financial Services, Inc,, Edge Capital Group, LLC, CITADEL ADVISORS LLC, Armbruster Capital Management, Inc., RAYMOND JAMES TRUST N.A., ROYAL BANK OF CANADA, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Cambridge Investment Research Advisors, Inc., JNB Advisors LLC, and Chicago Partners Investment Group LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q2 2020 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.