Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US MOMENTUM
-
Total 13F shares
-
3,277,025
-
Share change
-
+183,107
-
Total reported value
-
$565,385,403
-
Price per share
-
$172.52
-
Number of holders
-
136
-
Value change
-
+$33,928,491
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Number of buys
-
71
-
Number of sells
-
60
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q2 2025
As of 30 Jun 2025 VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) had 136 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,277,025 shares of stock of the company.
Largest 10 holders included RITHOLTZ WEALTH MANAGEMENT, GREAT VALLEY ADVISOR GROUP, INC., Cetera Investment Advisers, Strategic Financial Services, Inc., Systelligence, LLC, DAVIDSON INVESTMENT ADVISORS, ANDERSON HOAGLAND & CO, CABOT WEALTH MANAGEMENT INC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, and LPL Financial LLC.
This table shows 136 institutional shareholders of the security as of 30 Jun 2025.
| 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.