Q3 2019 13F Holders as of 30 Sep 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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20
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Total 13F shares, excl. options
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260,957
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Shares change
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+146,360
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Total reported value, excl. options
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$23,290,194
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Value change
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+$13,062,658
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Number of buys
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15
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Number of sells
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-1
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Price
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$89.25
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q3 2019
20 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q3 2019.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 260,957 shares
of 1,937,464 outstanding shares and own 13.47% of the company stock.
Largest 10 shareholders include Strategic Financial Services, Inc, (158,387 shares), COMMONWEALTH EQUITY SERVICES, LLC (26,877 shares), JANE STREET GROUP, LLC (22,480 shares), Advisor Group, Inc. (17,585 shares), TRUSTCORE FINANCIAL SERVICES, LLC (8,286 shares), ROYAL BANK OF CANADA (6,841 shares), D.A. DAVIDSON & CO. (4,305 shares), Cambridge Investment Research Advisors, Inc. (3,369 shares), ENVESTNET ASSET MANAGEMENT INC (2,947 shares), and IFP Advisors, Inc (2,760 shares).
This table shows the top 20 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.