Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / US MOMENTUM
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Number of holders
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136
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Total 13F shares, excl. options
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3.28M
-
Shares change
-
+183K
-
Total reported value, excl. options
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$565M
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Value change
-
+$33.9M
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Number of buys
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71
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Number of sells
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-60
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Price
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$172.52
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q2 2025
153 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q2 2025.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 136 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.28M shares
.
Largest 10 shareholders include RITHOLTZ WEALTH MANAGEMENT (598K shares), GREAT VALLEY ADVISOR GROUP, INC. (349K shares), Cetera Investment Advisers (311K shares), Strategic Financial Services, Inc. (279K shares), Systelligence, LLC (179K shares), DAVIDSON INVESTMENT ADVISORS (132K shares), ANDERSON HOAGLAND & CO (118K shares), CABOT WEALTH MANAGEMENT INC (108K shares), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (108K shares), and LPL Financial LLC (99.8K shares).
This table shows the top 136 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.