Latest Period
Q1 2026
Security Snapshot
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) Institutional Ownership
CUSIP: 921935508
13F Institutional Holders and Ownership History from Q1 2018 to Q2 2026
Institutions Reporting
169
Shares (Excl. Options)
3,301,571
Price
$197.10
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- Security type / class
- Equity / US MOMENTUM
- Symbol
- VFMO
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 3,301,571
- Total 13F value
- $650,866,063
- Portfolio coverage rank
- 0.01%
- Share change
- +258,471
- Value change
- +$51,300,454
- Number of holders
- 169
- SEC-reported price per share
- $249.51
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- VFMO - VANGUARD WELLINGTON FD - US MOMENTUM is tracked under CUSIP 921935508.
- 169 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 169 to 11 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $650,866,063 to $41,777,666.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 169 institutions filings for Q1 2026.
Security key
921935508
Latest holder period
Q1 2026
13F holders
169
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 921935508:
As of 31 Mar 2026, 169 institutional investors reported holding 3,301,571 shares of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
34
Latest
Q1 2026
Rows shown
1-25 of 34
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 167,439 | $41,777,666 | -$2,869,127 | $249.51 | 11 |
| 2026 Q1 | 3,301,571 | $650,866,063 | +$51,300,454 | $197.10 | 169 |
| 2025 Q4 | 3,050,766 | $588,250,311 | -$48,410,912 | $191.25 | 159 |
| 2025 Q3 | 3,301,189 | $632,212,255 | +$5,465,926 | $191.60 | 139 |
| 2025 Q2 | 3,277,025 | $565,385,403 | +$33,928,491 | $172.52 | 136 |
| 2025 Q1 | 3,104,658 | $469,074,515 | +$94,051,320 | $151.71 | 136 |
| 2024 Q4 | 2,485,956 | $409,113,648 | +$72,640,678 | $164.37 | 123 |
| 2024 Q3 | 1,985,850 | $319,484,344 | -$18,288,002 | $160.95 | 100 |
| 2024 Q2 | 2,104,079 | $316,126,827 | +$17,102,211 | $150.20 | 90 |
| 2024 Q1 | 1,995,809 | $301,311,422 | +$26,529,477 | $151.28 | 81 |
| 2023 Q4 | 1,825,439 | $239,534,106 | -$8,632,610 | $131.29 | 63 |
| 2023 Q3 | 1,801,577 | $204,277,378 | -$7,245,220 | $113.39 | 63 |
| 2023 Q2 | 1,854,904 | $224,549,724 | +$24,990,251 | $121.24 | 62 |
| 2023 Q1 | 1,646,832 | $185,331,427 | +$7,443,590 | $112.54 | 55 |
| 2022 Q4 | 1,592,569 | $181,793,395 | +$21,232,382 | $114.06 | 54 |
| 2022 Q3 | 1,408,085 | $148,951,752 | +$18,915,211 | $105.77 | 41 |
| 2022 Q2 | 1,170,295 | $124,865,766 | +$10,934,781 | $106.58 | 38 |
| 2022 Q1 | 1,106,964 | $139,861,168 | +$6,388,911 | $126.41 | 39 |
| 2021 Q4 | 1,059,459 | $139,879,785 | +$23,974,072 | $133.14 | 44 |
| 2021 Q3 | 871,055 | $112,113,577 | +$48,936,669 | $128.62 | 30 |
| 2021 Q2 | 489,489 | $64,347,310 | +$9,679,983 | $131.49 | 30 |
| 2021 Q1 | 416,708 | $51,662,695 | +$8,513,575 | $123.92 | 28 |
| 2020 Q4 | 348,002 | $39,278,862 | -$4,432,842 | $112.65 | 20 |
| 2020 Q3 | 387,993 | $36,856,000 | +$7,088,773 | $94.98 | 16 |
| 2020 Q2 | 315,656 | $27,152,225 | +$4,182,154 | $85.95 | 17 |