Security key
921935508
- 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
Report period
Q2 2020
Institutions
17
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 921935508
Recent filing periods:
Top shareholders of VFMO - VANGUARD WELLINGTON FD - US MOMENTUM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
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 |
|---|
Compare Q2 2020 vs Q1 2020 Across Filers
Q1 2020 holders
16
Q2 2020 holders
17
Holder diff
1
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 Value $ | Q2 2020 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.