Q3 2021 13F Holders as of 30 Sep 2021
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Type / Class
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Equity / US MOMENTUM
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Total 13F shares
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871,055
-
Share change
-
+381,566
-
Total reported value
-
$112,113,577
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Price per share
-
$128.62
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Number of holders
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30
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Value change
-
+$48,936,664
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Number of buys
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16
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Number of sells
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15
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q3 2021
As of 30 Sep 2021 VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) had 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 871,055 shares of stock of the company.
Largest 10 holders included RITHOLTZ WEALTH MANAGEMENT, Strategic Financial Services, Inc,, ENVESTNET ASSET MANAGEMENT INC, ANDERSON HOAGLAND & CO, Newfound Research LLC, Edge Capital Group, LLC, Richard P Slaughter Associates Inc, ROYAL BANK OF CANADA, Geneos Wealth Management Inc., and Armbruster Capital Management, Inc..
This table shows 30 institutional shareholders of the security as of 30 Sep 2021.
| 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.