Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US MOMENTUM
-
Total 13F shares
-
1,995,809
-
Share change
-
+169,648
-
Total reported value
-
$301,311,422
-
Price per share
-
$151.28
-
Number of holders
-
81
-
Value change
-
+$26,426,117
-
Number of buys
-
49
-
Number of sells
-
23
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q1 2024
As of 31 Mar 2024,
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) was held by
81 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,995,809 shares.
The largest 10 holders included
RITHOLTZ WEALTH MANAGEMENT, Strategic Financial Services, Inc,, DAVIDSON INVESTMENT ADVISORS, ANDERSON HOAGLAND & CO, CABOT WEALTH MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC, Schulz Wealth, LTD., Symmetry Partners, LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, and WIN ADVISORS, INC.
This page lists
81
institutional shareholders reporting positions in this security
for the Q1 2024 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.