Who owns Vanguard Wellington Fd us momentum?
- Ticker: VFMO
- CUSIP Number: 921935508
Tip: Access positions for across all investors
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 | 275k | $36M | 2% | Dec 2023 |
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| Anderson Hoagland & Co | 139k | $20M | 1% | Mar 2024 |
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| Cabot Money Management | 129k | $17M | 0% | Dec 2023 |
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| Davidson Investment Advisors | 116k | $15M | 20% | Dec 2023 |
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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 | 69k | $9.0M | -13% | Dec 2023 |
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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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| Armbruster Capital Management | 38k | $4.9M | 3% | Dec 2023 |
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| Lincoln Capital | 34k | $5.1M | 2% | Mar 2024 |
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| Journey Advisory Group | 33k | $4.3M | 9% | Dec 2023 |
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| Frisch Financial Group | 27k | $3.6M | -1% | Dec 2023 |
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| Umb Bank N A | 27k | $3.6M | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 20k | $3.1M | -3% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 19k | $2.5M | 100% | Dec 2023 |
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| Great Valley Advisor Group | 18k | $2.3M | 29% | Dec 2023 |
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| Nova R Wealth | 13k | $2.0M | -5% | Mar 2024 |
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| Geneos Wealth Management | 13k | $1.7M | -9% | Dec 2023 |
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| UBS Group | 11k | $1.4M | 20% | Dec 2023 |
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| Royal Bank of Canada | 10k | $1.3M | -5% | Dec 2023 |
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| Kestra Advisory Services | 9.6k | $1.3M | 0% | Dec 2023 |
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| IAM Advisory | 8.1k | $1.2M | 100% | Mar 2024 |
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| Aspect Partners | 7.9k | $1.0M | 100% | Dec 2023 |
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| BLB^B Advisors | 7.3k | $952k | 0% | Dec 2023 |
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| Drive Wealth Management | 6.4k | $972k | 109% | Mar 2024 |
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| Mercer Global Advisors | 5.3k | $701k | -55% | Dec 2023 |
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| Advisor Group Holdings | 4.5k | $586k | -24% | Dec 2023 |
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| Tectonic Advisors | 4.5k | $586k | 0% | Dec 2023 |
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| Creative Planning | 4.2k | $554k | 0% | Dec 2023 |
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| Commonwealth Equity Services | 4.1k | $541k | 2% | Dec 2023 |
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| JNB Advisors | 3.7k | $488k | 0% | Dec 2023 |
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| HighTower Advisors | 3.7k | $483k | -2% | Dec 2023 |
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| Principal Securities | 3.4k | $449k | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 3.4k | $515k | 48% | Mar 2024 |
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| Buckingham Strategic Partners | 3.2k | $424k | 3% | Dec 2023 |
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| Seed Wealth Management | 3.2k | $487k | 0% | Mar 2024 |
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| Envestnet Portfolio Solutions | 3.0k | $396k | 100% | Dec 2023 |
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| Warren Averett Asset Management | 3.0k | $393k | 0% | Dec 2023 |
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| Raymond James & Associates | 3.0k | $452k | 66% | Mar 2024 |
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| Thoroughbred Financial Services | 2.9k | $385k | 0% | Dec 2023 |
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| Clear Creek Financial Management | 2.7k | $356k | -12% | Dec 2023 |
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| Kathmere Capital Management | 2.4k | $367k | 0% | Mar 2024 |
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| Chicago Partners Investment | 2.2k | $319k | 100% | Mar 2024 |
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| Lincoln National | 2.0k | $259k | 0% | Dec 2023 |
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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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| Parallel Advisors | 1.7k | $228k | -9% | Dec 2023 |
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| Melfa Wealth Management | 1.7k | $260k | 100% | 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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| AdvisorNet Financial | 365.00 | $55k | 100% | Mar 2024 |
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| Atlas Capital Advisors | 182.00 | $28k | 0% | Mar 2024 |
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| Castleview Partners | 133.00 | $18k | 0% | Dec 2023 |
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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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| Parkside Financial Bank & Trust | 52.00 | $6.8k | 0% | Dec 2023 |
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| CFG Asset Management | 25.00 | $3.3k | 0% | Dec 2023 |
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| Global Retirement Partners | 21.00 | $3.2k | 100% | Mar 2024 |
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| GHP Investment Advisors | 9.00 | $1.4k | -50% | 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 |
|---|---|---|---|
| Octavia Wealth Advisors | Dec 2023 | 7.3k | $965k |
| Townsquare Capital | Sep 2023 | 3.4k | $388k |
| O'shaughnessy Asset Management | Sep 2023 | 3.0k | $343k |
| Jane Street | Sep 2023 | 2.7k | $305k |
| Flow Traders US | Sep 2023 | 1.9k | $214k |
| Bank of America Corporation | Sep 2023 | 1.1k | $121k |