Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
387,993
-
Shares change
-
+72,337
-
Total reported value, excl. options
-
$36,856,000
-
Value change
-
+$7,088,773
-
Number of buys
-
11
-
Number of sells
-
-4
-
Price
-
$94.98
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q3 2020
19 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q3 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 387,993 shares
.
Largest 10 shareholders include Strategic Financial Services, Inc, (192,934 shares), CITADEL ADVISORS LLC (60,209 shares), Edge Capital Group, LLC (36,433 shares), JANE STREET GROUP, LLC (36,023 shares), Armbruster Capital Management, Inc. (16,675 shares), ROYAL BANK OF CANADA (14,125 shares), Newfound Research LLC (7,735 shares), JNB Advisors LLC (5,283 shares), Cambridge Investment Research Advisors, Inc. (5,006 shares), and Chicago Partners Investment Group LLC (4,344 shares).
This table shows the top 16 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.