Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
44
-
Total 13F shares, excl. options
-
1,059,459
-
Shares change
-
+180,710
-
Total reported value, excl. options
-
$139,879,785
-
Value change
-
+$23,974,072
-
Number of buys
-
30
-
Number of sells
-
-9
-
Price
-
$133.14
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q4 2021
45 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q4 2021.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,059,459 shares
.
Largest 10 shareholders include RITHOLTZ WEALTH MANAGEMENT (268,241 shares), Strategic Financial Services, Inc, (201,924 shares), ENVESTNET ASSET MANAGEMENT INC (122,293 shares), ANDERSON HOAGLAND & CO (80,714 shares), Newfound Research LLC (51,917 shares), UMB BANK N A/MO (46,306 shares), Edge Capital Group, LLC (35,155 shares), Richard P Slaughter Associates Inc (28,519 shares), DAVIDSON INVESTMENT ADVISORS (27,346 shares), and JANE STREET GROUP, LLC (26,304 shares).
This table shows the top 44 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.