Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
348K
-
Shares change
-
-40K
-
Total reported value, excl. options
-
$39.3M
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Value change
-
-$4.43M
-
Number of buys
-
11
-
Number of sells
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-7
-
Price
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$112.65
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q4 2020
21 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q4 2020.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 348K shares
.
Largest 10 shareholders include Strategic Financial Services, Inc, (190K shares), Edge Capital Group, LLC (36.7K shares), ANDERSON HOAGLAND & CO (19.2K shares), CITADEL ADVISORS LLC (19K shares), Newfound Research LLC (15.6K shares), Armbruster Capital Management, Inc. (15.6K shares), ROYAL BANK OF CANADA (13.8K shares), JANE STREET GROUP, LLC (13.4K shares), JNB Advisors LLC (5.28K shares), and Cambridge Investment Research Advisors, Inc. (5.01K 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.