Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US MOMENTUM
-
Total 13F shares
-
871,055
-
Share change
-
+381,566
-
Total reported value
-
$112,113,577
-
Price per share
-
$128.62
-
Number of holders
-
30
-
Value change
-
+$48,936,669
-
Number of buys
-
16
-
Number of sells
-
15
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q3 2021
As of 30 Sep 2021,
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) was held by
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
871,055 shares.
The largest 10 holders included
RITHOLTZ WEALTH MANAGEMENT, Strategic Financial Services, Inc,, ENVESTNET ASSET MANAGEMENT INC, ANDERSON HOAGLAND & CO, Newfound Research LLC, Edge Capital Group, LLC, Richard P Slaughter Associates Inc, ROYAL BANK OF CANADA, Geneos Wealth Management Inc., and Armbruster Capital Management, Inc..
This page lists
30
institutional shareholders reporting positions in this security
for the Q3 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.