Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / US QUALITY
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
37,855
-
Shares change
-
+14,231
-
Total reported value, excl. options
-
$2,642,000
-
Value change
-
+$774,296
-
Number of buys
-
7
-
Number of sells
-
-6
-
Price
-
$69.79
Significant Holders of VANGUARD WELLINGTON FD - US QUALITY (VFQY) as of Q4 2018
13 filings reported holding VFQY - VANGUARD WELLINGTON FD - US QUALITY as of Q4 2018.
VANGUARD WELLINGTON FD - US QUALITY (VFQY) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 37,855 shares
.
Largest 10 shareholders include PINNACLE ASSOCIATES LTD (10,690 shares), Pinnacle Wealth Management Advisory Group, LLC (10,690 shares), COMMONWEALTH EQUITY SERVICES, LLC (7,107 shares), Cambridge Investment Research Advisors, Inc. (3,805 shares), D.A. DAVIDSON & CO. (3,765 shares), BANK OF AMERICA CORP /DE/ (875 shares), ROYAL BANK OF CANADA (623 shares), AdvisorNet Financial, Inc (300 shares), Coastline Trust Co (0 shares), and IFP Advisors, Inc (0 shares).
This table shows the top 8 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.