Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / US QUALITY
-
Total 13F shares
-
148,012
-
Share change
-
+68,703
-
Total reported value
-
$9,409,301
-
Price per share
-
$63.57
-
Number of holders
-
13
-
Value change
-
+$4,293,774
-
Number of buys
-
8
-
Number of sells
-
5
Institutional Holders of VANGUARD WELLINGTON FD - US QUALITY (VFQY) as of Q1 2020
As of 31 Mar 2020,
VANGUARD WELLINGTON FD - US QUALITY (VFQY) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
148,012 shares.
The largest 10 holders included
Armbruster Capital Management, Inc., JANE STREET GROUP, LLC, Coastline Trust Co, PINNACLE ASSOCIATES LTD, D.A. DAVIDSON & CO., Pinnacle Wealth Management Advisory Group, LLC, Capital Advisors, Ltd. LLC, Cambridge Investment Research Advisors, Inc., Center for Financial Planning, Inc., and ROYAL BANK OF CANADA.
This page lists
13
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| 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.