Who owns Vanguard Wellington Fd us momentum?
- Ticker: VFMO
- CUSIP Number: 921935508
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Analyze quarterly positions in Vanguard Wellington Fd us momentum with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Vanguard Wellington Fd us momentum stock
Who bought or sold Vanguard Wellington Fd us momentum this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Comprehensive Portfolio Management | 421k | $64M | 0% | Mar 2024 |
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| Alan Leist III | 277k | $42M | 1% | Mar 2024 |
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| Davidson Investment Advisors | 203k | $31M | 76% | Mar 2024 |
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| Anderson Hoagland & Co | 139k | $20M | 1% | Mar 2024 |
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| Cabot Money Management | 127k | $19M | -1% | Mar 2024 |
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| Envestnet Asset Management | 109k | $17M | -10% | Mar 2024 |
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| Schulz Wealth | 83k | $13M | 2% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 65k | $9.8M | -5% | Mar 2024 |
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| Symmetry Partner | 64k | $8.5M | -4% | Dec 2023 |
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| Win Advisors | 50k | $7.5M | 100% | Mar 2024 |
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| LPL Financial | 39k | $5.9M | 20% | Mar 2024 |
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| Armbruster Capital Management | 37k | $5.6M | -1% | Mar 2024 |
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| Lincoln Capital | 34k | $5.1M | 2% | Mar 2024 |
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| Journey Advisory Group | 34k | $5.1M | 1% | Mar 2024 |
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| Umb Bank N A | 27k | $4.0M | -3% | Mar 2024 |
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| Great Valley Advisor Group | 25k | $3.8M | 43% | Mar 2024 |
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| Raymond James Financial Services Advisors | 20k | $3.1M | -3% | Mar 2024 |
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| Nova R Wealth | 13k | $2.0M | -5% | Mar 2024 |
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| Geneos Wealth Management | 12k | $1.7M | -10% | Mar 2024 |
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| UBS Group | 11k | $1.6M | 2% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 11k | $1.6M | -43% | Mar 2024 |
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| Kestra Advisory Services | 9.6k | $1.3M | 0% | Dec 2023 |
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| Advisor Group Holdings | 9.3k | $1.4M | 109% | Mar 2024 |
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| Aspect Partners | 8.2k | $1.2M | 3% | Mar 2024 |
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| IAM Advisory | 8.1k | $1.2M | 100% | Mar 2024 |
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| BLB^B Advisors | 7.3k | $1.1M | 0% | Mar 2024 |
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| Royal Bank of Canada | 6.9k | $1.0M | -33% | Mar 2024 |
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| Mercer Global Advisors | 6.9k | $1.0M | 29% | Mar 2024 |
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| Edge Capital Group | 6.8k | $1.0M | -90% | Mar 2024 |
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| Drive Wealth Management | 6.4k | $972k | 109% | Mar 2024 |
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| Jane Street | 5.3k | $800k | 100% | Mar 2024 |
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| Commonwealth Equity Services | 5.2k | $789k | 27% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 4.3k | $654k | 100% | Mar 2024 |
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| Creative Planning | 4.2k | $641k | 0% | Mar 2024 |
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| Tectonic Advisors | 3.9k | $584k | -14% | Mar 2024 |
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| Toroso Investments | 3.7k | $563k | 100% | Mar 2024 |
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| JNB Advisors | 3.6k | $546k | -3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 3.4k | $515k | 48% | Mar 2024 |
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| Buckingham Strategic Partners | 3.4k | $514k | 5% | Mar 2024 |
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| Seed Wealth Management | 3.2k | $487k | 0% | Mar 2024 |
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| United Advisor Group | 3.2k | $487k | 100% | Mar 2024 |
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| HighTower Advisors | 3.1k | $475k | -15% | Mar 2024 |
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| Principal Securities | 3.1k | $472k | -9% | Mar 2024 |
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| Envestnet Portfolio Solutions | 3.1k | $467k | 2% | Mar 2024 |
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| Warren Averett Asset Management | 3.1k | $466k | 3% | Mar 2024 |
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| Raymond James & Associates | 3.0k | $452k | 66% | Mar 2024 |
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| Clear Creek Financial Management | 2.6k | $398k | -3% | Mar 2024 |
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| Kathmere Capital Management | 2.4k | $367k | 0% | Mar 2024 |
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| Atria Wealth Solutions | 2.4k | $363k | 100% | Mar 2024 |
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| Chicago Partners Investment | 2.2k | $319k | 100% | Mar 2024 |
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| Thoroughbred Financial Services | 2.1k | $324k | -27% | Mar 2024 |
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| Lincoln National | 2.0k | $301k | 1% | Mar 2024 |
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| H D Vest Advisory Services | 1.9k | $286k | 100% | Mar 2024 |
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| GSG Advisors | 1.8k | $275k | 0% | Mar 2024 |
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| Norwood Financial Corp | 1.8k | $274k | 0% | Mar 2024 |
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| Melfa Wealth Management | 1.7k | $260k | 100% | Mar 2024 |
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| Parallel Advisors | 1.6k | $237k | -10% | Mar 2024 |
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| Morgan Stanley | 780.00 | $118k | 12900% | Mar 2024 |
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| Harbour Investments | 690.00 | $91k | -9% | Dec 2023 |
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| FTB Advisors | 569.00 | $86k | 0% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 447.00 | $68k | 100% | Mar 2024 |
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| AdvisorNet Financial | 365.00 | $55k | 100% | Mar 2024 |
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| Goss Wealth Management | 202.00 | $31k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 186.00 | $28k | 100% | Mar 2024 |
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| Parkside Financial Bank & Trust | 184.00 | $28k | 254% | Mar 2024 |
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| Atlas Capital Advisors | 182.00 | $28k | 0% | Mar 2024 |
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| Castleview Partners | 133.00 | $20k | 0% | Mar 2024 |
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| Barrett & Company | 125.00 | $19k | 0% | Mar 2024 |
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| City State Bank | 100.00 | $15k | 0% | Mar 2024 |
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| Simplex Trading | 100.00 | $15k | 100% | Mar 2024 |
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| Central Pacific Bank - Trust Division | 39.00 | $5.9k | 100% | Mar 2024 |
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| CFG Asset Management | 25.00 | $3.8k | 0% | Mar 2024 |
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| Global Retirement Partners | 21.00 | $3.2k | 100% | Mar 2024 |
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| GPS Wealth Strategies Group | 20.00 | $3.0k | 100% | Mar 2024 |
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| GHP Investment Advisors | 9.00 | $1.4k | -50% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $142.000000 | 100% | Mar 2024 |
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Who sold out of Vanguard Wellington Fd us momentum?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Frisch Financial Group | Dec 2023 | 27k | $3.6M |
| Thrivent Financial for Lutherans | Sep 2023 | 26k | $2.9M |
| Octavia Wealth Advisors | Dec 2023 | 7.3k | $965k |
| Susquehanna International | Sep 2023 | 2.9k | $333k |