Q3 2022 13F Holders as of 9/30/2022
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Type / Class
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Equity / US MOMENTUM
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Number of holders
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41
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Total 13F shares, excl. options
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1.41M
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Shares change
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+179K
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Total reported value, excl. options
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$149M
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Value change
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+$18.9M
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Number of buys
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18
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Number of sells
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-16
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Price
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$105.77
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q3 2022
44 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q3 2022.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.41M shares
.
Largest 10 shareholders include RITHOLTZ WEALTH MANAGEMENT (354K shares), Strategic Financial Services, Inc, (236K shares), CABOT WEALTH MANAGEMENT INC (119K shares), ENVESTNET ASSET MANAGEMENT INC (116K shares), ANDERSON HOAGLAND & CO (95.9K shares), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (71.6K shares), UMB Bank, n.a. (60.9K shares), Edge Capital Group, LLC (58.4K shares), DAVIDSON INVESTMENT ADVISORS (49.8K shares), and Thrivent Financial for Lutherans (33.8K shares).
This table shows the top 41 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* 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.