Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / US MOMENTUM
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Number of holders
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122
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Total 13F shares, excl. options
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2.46M
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Shares change
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+419K
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Total reported value, excl. options
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$406M
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Value change
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+$69.1M
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Number of buys
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67
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Number of sells
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-31
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Price
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$164.37
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q4 2024
128 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q4 2024.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 122 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.46M shares
.
Largest 10 shareholders include RITHOLTZ WEALTH MANAGEMENT (441K shares), Cetera Investment Advisers (270K shares), Strategic Financial Services, Inc. (265K shares), ANDERSON HOAGLAND & CO (136K shares), DAVIDSON INVESTMENT ADVISORS (128K shares), CABOT WEALTH MANAGEMENT INC (110K shares), Systelligence, LLC (96K shares), LPL Financial LLC (85.8K shares), Schulz Wealth, LTD. (85.6K shares), and ENVESTNET ASSET MANAGEMENT INC (81.2K shares).
This table shows the top 122 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.