Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
136
-
Total 13F shares, excl. options
-
3,104,658
-
Shares change
-
+618,733
-
Total reported value, excl. options
-
$469,074,515
-
Value change
-
+$94,051,320
-
Number of buys
-
86
-
Number of sells
-
-43
-
Price
-
$151.71
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q1 2025
152 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q1 2025.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 136 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,104,658 shares
.
Largest 10 shareholders include RITHOLTZ WEALTH MANAGEMENT (479,873 shares), GREAT VALLEY ADVISOR GROUP, INC. (387,992 shares), Cetera Investment Advisers (289,868 shares), Strategic Financial Services, Inc. (269,499 shares), Systelligence, LLC (145,318 shares), DAVIDSON INVESTMENT ADVISORS (127,332 shares), ANDERSON HOAGLAND & CO (118,928 shares), CABOT WEALTH MANAGEMENT INC (106,970 shares), LPL Financial LLC (102,003 shares), and Schulz Wealth, LTD. (86,511 shares).
This table shows the top 136 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.