Q2 2019 13F Holders as of 30 Jun 2019
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Type / Class
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Equity / Exchange Traded Product
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Shares outstanding
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1,937,464
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Number of holders
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13
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Total 13F shares, excl. options
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114,597
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Shares change
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+6,014
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Total reported value, excl. options
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$9,906,000
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Value change
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+$522,446
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Number of buys
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7
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Number of sells
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-3
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Price
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$86.45
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q2 2019
14 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q2 2019.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 114,597 shares
of 1,937,464 outstanding shares and own 5.91% of the company stock.
Largest 10 shareholders include Strategic Financial Services, Inc, (62,524 shares), COMMONWEALTH EQUITY SERVICES, LLC (22,156 shares), JANE STREET GROUP, LLC (11,361 shares), D.A. DAVIDSON & CO. (4,255 shares), ROYAL BANK OF CANADA (3,943 shares), Cambridge Investment Research Advisors, Inc. (2,867 shares), Autus Asset Management, LLC (2,760 shares), ENVESTNET ASSET MANAGEMENT INC (2,699 shares), BANK OF AMERICA CORP /DE/ (970 shares), and MORGAN STANLEY (584 shares).
This table shows the top 13 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.