Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
348,002
-
Shares change
-
-39,991
-
Total reported value, excl. options
-
$39,278,862
-
Value change
-
-$4,432,842
-
Number of buys
-
11
-
Number of sells
-
-7
-
Price
-
$112.65
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q4 2020
21 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q4 2020.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 348,002 shares
.
Largest 10 shareholders include Strategic Financial Services, Inc, (190,289 shares), Edge Capital Group, LLC (36,709 shares), ANDERSON HOAGLAND & CO (19,243 shares), CITADEL ADVISORS LLC (19,033 shares), Newfound Research LLC (15,593 shares), Armbruster Capital Management, Inc. (15,550 shares), ROYAL BANK OF CANADA (13,807 shares), JANE STREET GROUP, LLC (13,389 shares), JNB Advisors LLC (5,283 shares), and Cambridge Investment Research Advisors, Inc. (5,007 shares).
This table shows the top 20 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.