Security key
921935508
- Type / Class
- Equity / US MOMENTUM
- Total 13F shares
- 1,646,832
- Share change
- +66,713
- Total reported value
- $185,331,427
- Price per share
- $112.54
- Number of holders
- 55
- Value change
- +$7,443,590
- Number of buys
- 36
- Number of sells
- 16
Report period
Q1 2023
Institutions
55
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 921935508
Recent filing periods:
Top shareholders of VFMO - VANGUARD WELLINGTON FD - US MOMENTUM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q1 2023
As of 31 Mar 2023,
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) was held by
55 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,646,832 shares.
The largest 10 holders included
RITHOLTZ WEALTH MANAGEMENT, Strategic Financial Services, Inc,, ANDERSON HOAGLAND & CO, CABOT WEALTH MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, DAVIDSON INVESTMENT ADVISORS, Edge Capital Group, LLC, UMB Bank, n.a., and Systelligence, LLC.
This page lists
55
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
54
Q1 2023 holders
55
Holder diff
1
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 Value $ | Q1 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.