Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
63
-
Total 13F shares, excl. options
-
1,801,577
-
Shares change
-
-55,253
-
Total reported value, excl. options
-
$204,277,378
-
Value change
-
-$7,245,220
-
Number of buys
-
26
-
Number of sells
-
-24
-
Price
-
$113.39
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q3 2023
68 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q3 2023.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 63 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,801,577 shares
.
Largest 10 shareholders include RITHOLTZ WEALTH MANAGEMENT (405,551 shares), Strategic Financial Services, Inc, (269,274 shares), ANDERSON HOAGLAND & CO (140,233 shares), CABOT WEALTH MANAGEMENT INC (129,598 shares), ENVESTNET ASSET MANAGEMENT INC (120,433 shares), DAVIDSON INVESTMENT ADVISORS (95,907 shares), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (78,818 shares), Edge Capital Group, LLC (66,683 shares), Symmetry Partners, LLC (66,656 shares), and Armbruster Capital Management, Inc. (36,290 shares).
This table shows the top 63 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.