Q2 2020 13F Holders as of 30 Jun 2020
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Type / Class
-
Equity / US MOMENTUM
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Total 13F shares
-
315,656
-
Share change
-
+47,736
-
Total reported value
-
$27,152,225
-
Price per share
-
$85.95
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Number of holders
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17
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Value change
-
+$4,182,152
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Number of buys
-
7
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Number of sells
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8
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q2 2020
As of 30 Jun 2020 VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 315,656 shares of stock of the company.
Largest 10 holders included Strategic Financial Services, Inc,, Edge Capital Group, LLC, CITADEL ADVISORS LLC, Armbruster Capital Management, Inc., RAYMOND JAMES TRUST N.A., ROYAL BANK OF CANADA, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Cambridge Investment Research Advisors, Inc., JNB Advisors LLC, and Chicago Partners Investment Group LLC.
This table shows 17 institutional shareholders of the security as of 30 Jun 2020.
| 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.