Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
62
-
Total 13F shares, excl. options
-
1.85M
-
Shares change
-
+206K
-
Total reported value, excl. options
-
$225M
-
Value change
-
+$25M
-
Number of buys
-
33
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Number of sells
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-20
-
Price
-
$121.24
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q2 2023
66 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q2 2023.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.85M shares
.
Largest 10 shareholders include RITHOLTZ WEALTH MANAGEMENT (383K shares), Strategic Financial Services, Inc, (263K shares), ANDERSON HOAGLAND & CO (143K shares), CABOT WEALTH MANAGEMENT INC (130K shares), ENVESTNET ASSET MANAGEMENT INC (118K shares), Systelligence, LLC (110K shares), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (83.1K shares), DAVIDSON INVESTMENT ADVISORS (80.9K shares), Edge Capital Group, LLC (66.2K shares), and UMB Bank, n.a. (51K shares).
This table shows the top 62 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.