Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US MOMENTUM
-
Total 13F shares
-
1,985,850
-
Share change
-
-119,439
-
Total reported value
-
$319,484,344
-
Put/Call ratio
-
23%
-
Price per share
-
$160.95
-
Number of holders
-
100
-
Value change
-
-$18,288,002
-
Number of buys
-
50
-
Number of sells
-
39
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q3 2024
As of 30 Sep 2024 VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) had 100 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,985,850 shares of stock of the company.
Largest 10 holders included RITHOLTZ WEALTH MANAGEMENT, Strategic Financial Services, Inc., ANDERSON HOAGLAND & CO, DAVIDSON INVESTMENT ADVISORS, CABOT WEALTH MANAGEMENT INC, Schulz Wealth, LTD., ENVESTNET ASSET MANAGEMENT INC, Systelligence, LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, and LPL Financial LLC.
This table shows 100 institutional shareholders of the security as of 30 Sep 2024.
| 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.