Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
1,646,832
-
Shares change
-
+66,713
-
Total reported value, excl. options
-
$185,331,427
-
Value change
-
+$7,443,590
-
Number of buys
-
36
-
Number of sells
-
-16
-
Price
-
$112.54
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q1 2023
62 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q1 2023.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,646,832 shares
.
Largest 10 shareholders include RITHOLTZ WEALTH MANAGEMENT (356,980 shares), Strategic Financial Services, Inc, (259,052 shares), ANDERSON HOAGLAND & CO (140,988 shares), CABOT WEALTH MANAGEMENT INC (126,502 shares), ENVESTNET ASSET MANAGEMENT INC (118,674 shares), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (77,738 shares), DAVIDSON INVESTMENT ADVISORS (72,614 shares), Edge Capital Group, LLC (63,396 shares), UMB Bank, n.a. (58,890 shares), and Systelligence, LLC (40,110 shares).
This table shows the top 55 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.