Q1 2022 13F Holders as of 31 Mar 2022
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Type / Class
-
Equity / US MOMENTUM
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Number of holders
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39
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Total 13F shares, excl. options
-
1,106,964
-
Shares change
-
+54,325
-
Total reported value, excl. options
-
$139,861,168
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Value change
-
+$6,388,911
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Number of buys
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20
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Number of sells
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27
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Price
-
$126.41
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q1 2022
As of 31 Mar 2022 VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) had 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,106,964 shares of stock of the company.
Largest 10 holders included RITHOLTZ WEALTH MANAGEMENT, Strategic Financial Services, Inc,, ENVESTNET ASSET MANAGEMENT INC, ANDERSON HOAGLAND & CO, JANE STREET GROUP, LLC, UMB BANK N A/MO, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Edge Capital Group, LLC, CABOT WEALTH MANAGEMENT INC, and Newfound Research LLC.
This table shows 39 institutional shareholders of the security as of 31 Mar 2022.
| 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.