Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / US MOMENTUM
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Number of holders
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63
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Total 13F shares, excl. options
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1.83M
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Shares change
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-71.6K
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Total reported value, excl. options
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$240M
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Value change
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-$8.63M
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Number of buys
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20
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Number of sells
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-32
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Price
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$131.29
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q4 2023
72 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q4 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 1.83M shares
.
Largest 10 shareholders include RITHOLTZ WEALTH MANAGEMENT (421K shares), Strategic Financial Services, Inc, (275K shares), ANDERSON HOAGLAND & CO (137K shares), CABOT WEALTH MANAGEMENT INC (129K shares), DAVIDSON INVESTMENT ADVISORS (116K shares), ENVESTNET ASSET MANAGEMENT INC (111K shares), Schulz Wealth, LTD. (81.4K shares), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (68.7K shares), Symmetry Partners, LLC (64.2K shares), and Armbruster Capital Management, Inc. (37.5K shares).
This table shows the top 63 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.