Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
123
-
Total 13F shares, excl. options
-
2,485,956
-
Shares change
-
+440,805
-
Total reported value, excl. options
-
$409,113,648
-
Value change
-
+$72,640,678
-
Number of buys
-
69
-
Number of sells
-
-30
-
Price
-
$164.37
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q4 2024
129 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q4 2024.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 123 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,485,956 shares
.
Largest 10 shareholders include RITHOLTZ WEALTH MANAGEMENT (441,345 shares), Cetera Investment Advisers (270,390 shares), Strategic Financial Services, Inc. (264,902 shares), ANDERSON HOAGLAND & CO (135,719 shares), DAVIDSON INVESTMENT ADVISORS (128,047 shares), CABOT WEALTH MANAGEMENT INC (110,231 shares), Systelligence, LLC (95,969 shares), LPL Financial LLC (85,783 shares), Schulz Wealth, LTD. (85,598 shares), and ENVESTNET ASSET MANAGEMENT INC (81,235 shares).
This table shows the top 123 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.