Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US MOMENTUM
-
Total 13F shares
-
416,708
-
Share change
-
+68,706
-
Total reported value
-
$51,662,695
-
Price per share
-
$123.92
-
Number of holders
-
28
-
Value change
-
+$8,513,573
-
Number of buys
-
18
-
Number of sells
-
10
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q1 2021
As of 31 Mar 2021,
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
416,708 shares.
The largest 10 holders included
Strategic Financial Services, Inc,, ANDERSON HOAGLAND & CO, Edge Capital Group, LLC, Newfound Research LLC, JANE STREET GROUP, LLC, Armbruster Capital Management, Inc., ROYAL BANK OF CANADA, VANGUARD GROUP INC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and Fortis Advisors, LLC.
This page lists
28
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| 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.