Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
416,708
-
Shares change
-
+68,706
-
Total reported value, excl. options
-
$51,662,695
-
Value change
-
+$8,513,575
-
Number of buys
-
18
-
Number of sells
-
-10
-
Price
-
$123.92
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q1 2021
29 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q1 2021.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 416,708 shares
.
Largest 10 shareholders include Strategic Financial Services, Inc, (187,380 shares), ANDERSON HOAGLAND & CO (51,071 shares), Edge Capital Group, LLC (36,066 shares), Newfound Research LLC (23,516 shares), JANE STREET GROUP, LLC (15,607 shares), Armbruster Capital Management, Inc. (14,925 shares), ROYAL BANK OF CANADA (14,255 shares), VANGUARD GROUP INC (10,163 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (7,221 shares), and Fortis Advisors, LLC (6,410 shares).
This table shows the top 28 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.