Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / US MOMENTUM
-
Number of holders
-
90
-
Total 13F shares, excl. options
-
2.09M
-
Shares change
-
+112K
-
Total reported value, excl. options
-
$314M
-
Value change
-
+$16.8M
-
Number of buys
-
53
-
Number of sells
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-28
-
Price
-
$150.20
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q2 2024
99 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q2 2024.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 90 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.09M shares
.
Largest 10 shareholders include RITHOLTZ WEALTH MANAGEMENT (420K shares), Strategic Financial Services, Inc, (280K shares), DAVIDSON INVESTMENT ADVISORS (208K shares), ANDERSON HOAGLAND & CO (139K shares), CABOT WEALTH MANAGEMENT INC (116K shares), Systelligence, LLC (88.8K shares), ENVESTNET ASSET MANAGEMENT INC (88.8K shares), Schulz Wealth, LTD. (81.5K shares), Symmetry Partners, LLC (76.7K shares), and LPL Financial LLC (65.1K shares).
This table shows the top 90 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.