Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
489,489
-
Shares change
-
+73,231
-
Total reported value, excl. options
-
$64,347,310
-
Value change
-
+$9,679,983
-
Number of buys
-
16
-
Number of sells
-
-14
-
Price
-
$131.49
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q2 2021
32 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q2 2021.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 489,489 shares
.
Largest 10 shareholders include Strategic Financial Services, Inc, (192,692 shares), ANDERSON HOAGLAND & CO (63,057 shares), Edge Capital Group, LLC (34,859 shares), Brinker Capital Investments, LLC (34,000 shares), Newfound Research LLC (32,103 shares), JANE STREET GROUP, LLC (27,875 shares), ROYAL BANK OF CANADA (14,550 shares), Armbruster Capital Management, Inc. (11,975 shares), Fortis Advisors, LLC (8,374 shares), and JPMORGAN CHASE & CO (7,041 shares).
This table shows the top 30 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.