Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
871,055
-
Shares change
-
+381,566
-
Total reported value, excl. options
-
$112,113,577
-
Value change
-
+$48,936,669
-
Number of buys
-
16
-
Number of sells
-
-15
-
Price
-
$128.62
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q3 2021
36 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q3 2021.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 871,055 shares
.
Largest 10 shareholders include RITHOLTZ WEALTH MANAGEMENT (268,622 shares), Strategic Financial Services, Inc, (197,071 shares), ENVESTNET ASSET MANAGEMENT INC (124,605 shares), ANDERSON HOAGLAND & CO (73,406 shares), Newfound Research LLC (39,875 shares), Edge Capital Group, LLC (33,894 shares), Richard P Slaughter Associates Inc (19,065 shares), ROYAL BANK OF CANADA (15,772 shares), Geneos Wealth Management Inc. (14,118 shares), and Armbruster Capital Management, Inc. (11,975 shares).
This table shows the top 30 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.