Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / US MOMENTUM
-
Total 13F shares
-
1,408,085
-
Share change
-
+233,163
-
Total reported value
-
$148,951,752
-
Price per share
-
$105.77
-
Number of holders
-
41
-
Value change
-
+$24,616,056
-
Number of buys
-
19
-
Number of sells
-
16
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q3 2022
As of 30 Sep 2022,
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,408,085 shares.
The largest 10 holders included
RITHOLTZ WEALTH MANAGEMENT, Strategic Financial Services, Inc,, CABOT WEALTH MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC, ANDERSON HOAGLAND & CO, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, UMB Bank, n.a., Edge Capital Group, LLC, DAVIDSON INVESTMENT ADVISORS, and Thrivent Financial for Lutherans.
This page lists
41
institutional shareholders reporting positions in this security
for the Q3 2022 filing period.
| 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.