Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / US MOMENTUM
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Number of holders
-
30
-
Total 13F shares, excl. options
-
498K
-
Shares change
-
-7.71K
-
Total reported value, excl. options
-
$95.3M
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Value change
-
-$1.23M
-
Number of buys
-
16
-
Number of sells
-
-11
-
Price
-
$191.60
Significant Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q3 2025
32 filings reported holding VFMO - VANGUARD WELLINGTON FD - US MOMENTUM as of Q3 2025.
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 498K shares
.
Largest 10 shareholders include DAVIDSON INVESTMENT ADVISORS (140K shares), ANDERSON HOAGLAND & CO (119K shares), Armbruster Capital Management, Inc. (47.8K shares), Financial Partners Group, Inc (40.4K shares), LINCOLN CAPITAL CORP (26.2K shares), Hobart Private Capital, LLC (21.1K shares), Redhawk Wealth Advisors, Inc. (20.6K shares), Merit Financial Group, LLC (19.2K shares), COMMONWEALTH EQUITY SERVICES, LLC (17K shares), and Nova R Wealth, Inc. (12.3K shares).
This table shows the top 30 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.