Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US MOMENTUM
-
Total 13F shares
-
1,825,439
-
Share change
-
-71,679
-
Total reported value
-
$239,534,106
-
Price per share
-
$131.29
-
Number of holders
-
63
-
Value change
-
-$8,644,717
-
Number of buys
-
19
-
Number of sells
-
32
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q4 2023
As of 31 Dec 2023,
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) was held by
63 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,825,439 shares.
The largest 10 holders included
RITHOLTZ WEALTH MANAGEMENT, Strategic Financial Services, Inc,, ANDERSON HOAGLAND & CO, CABOT WEALTH MANAGEMENT INC, DAVIDSON INVESTMENT ADVISORS, ENVESTNET ASSET MANAGEMENT INC, Schulz Wealth, LTD., Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Symmetry Partners, LLC, and Armbruster Capital Management, Inc..
This page lists
63
institutional shareholders reporting positions in this security
for the Q4 2023 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.