Q1 2020 13F Holders as of 31 Mar 2020
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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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24
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Total 13F shares, excl. options
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495,959
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Shares change
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+73,701
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Total reported value, excl. options
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$35,521,710
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Value change
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+$4,162,552
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Number of buys
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14
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Number of sells
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-9
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Price
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$71.61
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q1 2020
30 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q1 2020.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 495,959 shares
of 1,937,464 outstanding shares and own 25.6% of the company stock.
Largest 10 shareholders include Strategic Financial Services, Inc, (379,912 shares), COMMONWEALTH EQUITY SERVICES, LLC (28,609 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (20,892 shares), TRUSTCORE FINANCIAL SERVICES, LLC (13,961 shares), Steward Partners Investment Advisory, LLC (11,025 shares), ROYAL BANK OF CANADA (9,080 shares), ENVESTNET ASSET MANAGEMENT INC (7,708 shares), D.A. DAVIDSON & CO. (4,305 shares), Cambridge Investment Research Advisors, Inc. (4,220 shares), and AVANTAX ADVISORY SERVICES, INC. (4,079 shares).
This table shows the top 24 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.