Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US MOMENTUM
-
Total 13F shares
-
3,104,658
-
Share change
-
+618,733
-
Total reported value
-
$469,074,515
-
Price per share
-
$151.71
-
Number of holders
-
136
-
Value change
-
+$94,051,322
-
Number of buys
-
86
-
Number of sells
-
43
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q1 2025
As of 31 Mar 2025,
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) was held by
136 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,104,658 shares.
The largest 10 holders included
RITHOLTZ WEALTH MANAGEMENT, GREAT VALLEY ADVISOR GROUP, INC., Cetera Investment Advisers, Strategic Financial Services, Inc., Systelligence, LLC, DAVIDSON INVESTMENT ADVISORS, ANDERSON HOAGLAND & CO, CABOT WEALTH MANAGEMENT INC, LPL Financial LLC, and Schulz Wealth, LTD..
This page lists
136
institutional shareholders reporting positions in this security
for the Q1 2025 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.