Who owns Vanguard Wellington Fd us momentum?

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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 628k $120M 5% Sep 2025
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Great Valley Advisor Group 344k $66M -1% Sep 2025
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Wells Fargo & Company 301k $58M 39881% Sep 2025
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Alan Leist III 280k $54M 0% Sep 2025
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Davidson Investment Advisors 140k $27M 6% Sep 2025
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Anderson Hoagland & Co 119k $23M 1% Sep 2025
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Systelligence 119k $23M -34% Sep 2025
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Cabot Money Management 108k $21M 0% Sep 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 104k $20M -3% Sep 2025
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LPL Financial 104k $20M 4% Sep 2025
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Envestnet Asset Management 89k $17M -4% Sep 2025
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Cetera Investment Advisers 83k $16M -73% Sep 2025
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Raymond James Financial 69k $13M -12% Sep 2025
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Armbruster Capital Management 48k $9.1M -1% Sep 2025
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Financial Partners Group 40k $7.7M -18% Sep 2025
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Goss Wealth Management 32k $6.2M 11% Sep 2025
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Private Advisor 30k $5.8M 15% Sep 2025
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Toroso Investments 29k $5.6M 549% Sep 2025
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Lincoln Capital 26k $5.0M 0% Sep 2025
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Stratos Wealth Advisors 25k $4.7M 3% Sep 2025
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UBS Group 22k $4.2M 2% Sep 2025
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Umb Bank N A 22k $4.1M 0% Sep 2025
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Hobart Private Capital 21k $4.0M -1% Sep 2025
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Betterment 21k $4.0M 2% Sep 2025
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Redhawk Wealth Advisors 21k $4.0M 2% Sep 2025
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Advisor Group Holdings 19k $3.7M 43% Sep 2025
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Merit Financial Group 19k $3.7M 7% Sep 2025
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Wiley Bros.-aintree Capital 18k $3.5M 52% Sep 2025
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Commonwealth Equity Services 17k $3.3M 9% Sep 2025
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Cambridge Investment Research Advisors 16k $3.0M 0% Sep 2025
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Financial Freedom 14k $2.6M 80% Sep 2025
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Kestra Advisory Services 14k $2.6M 10% Sep 2025
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Nova R Wealth 12k $2.4M -2% Sep 2025
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Wilkins Miller Wealth Management 12k $2.2M 57% Sep 2025
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Sagespring Wealth Partners 11k $2.1M 100% Sep 2025
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International Assets Investment Management 9.9k $1.7M 0% Sep 2025
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Wedbush Morgan Securities 9.6k $1.8M 29% Sep 2025
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Caitlin John 9.4k $1.8M -3% Sep 2025
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Certus Wealth Management 9.1k $1.7M -4% Sep 2025
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Nova Wealth Management 8.6k $1.6M -13% Sep 2025
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IAM Advisory 8.4k $1.6M 1% Sep 2025
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Buckingham Strategic Partners 8.4k $1.6M 56% Sep 2025
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Hartland & Co 8.3k $1.6M -16% Sep 2025
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Aspect Partners 8.2k $1.6M 3% Sep 2025
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Brian McDonald 8.2k $1.6M -3% Sep 2025
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Ieq Capital 7.5k $1.4M 206% Sep 2025
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BLB^B Advisors 7.3k $1.4M 0% Sep 2025
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Old Mission Capital 6.7k $1.3M -18% Sep 2025
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H D Vest Advisory Services 6.4k $1.1M 0% Jun 2025
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Compass Ion Advisors 6.1k $1.2M 58% Sep 2025
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Thoroughbred Financial Services 6.0k $1.2M -9% Sep 2025
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PFG Advisors 5.7k $1.1M 100% Sep 2025
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TFB Advisors 5.6k $1.1M 14% Sep 2025
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SCS Capital Management 5.2k $994k 0% Sep 2025
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Mercer Global Advisors 5.0k $965k -17% Sep 2025
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Wealthcare Advisory Partners 4.9k $946k 22% Sep 2025
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Global Retirement Partners 4.9k $938k -3% Sep 2025
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Valued Retirements 4.6k $792k 0% Sep 2025
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Royal Bank of Canada 4.3k $833k 3% Sep 2025
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Harbour Investments 4.2k $811k -1% Sep 2025
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O'shaughnessy Asset Management 4.0k $765k 3% Sep 2025
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Apollon Wealth Management 4.0k $760k 2% Sep 2025
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Citadel Advisors 3.9k $753k 100% Sep 2025
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Smith, Moore & Co. 3.9k $752k -21% Sep 2025
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Soltis Investment Advisors 3.8k $736k 100% Sep 2025
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Resources Investment Advisors 3.7k $705k -11% Sep 2025
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Principal Securities 3.7k $701k 2% Sep 2025
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Kathmere Capital Management 3.7k $699k 13% Sep 2025
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Diversify Advisory Services 3.7k $714k 16% Sep 2025
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Lazari Capital Management 3.5k $662k -4% Sep 2025
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Mml Investors Services 3.4k $659k -13% Sep 2025
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United Advisor Group 3.3k $633k 0% Sep 2025
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Northwestern Mutual Wealth Management Company 3.1k $593k 11% Sep 2025
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Advisory Services Network 3.0k $583k 44% Sep 2025
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Morgan Stanley 3.0k $525k 100% Jun 2025
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Partners Wealth Management 2.4k $464k 5% Sep 2025
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Warren Averett Asset Management 2.4k $462k 0% Sep 2025
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Park Avenue Securities 2.4k $457k 69% Sep 2025
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Tectonic Advisors 2.4k $454k -9% Sep 2025
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AdvisorNet Financial 2.4k $452k 17% Sep 2025
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Seed Wealth Management 2.3k $446k -28% Sep 2025
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Flagship Wealth Advisors 2.3k $431k 0% Sep 2025
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CLS Investments 2.2k $426k 2% Sep 2025
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Davidson Trust 2.2k $425k 100% Sep 2025
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Concurrent Investment Advisors 2.1k $411k 14% Sep 2025
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Arkadios Wealth Advisors 2.1k $410k 0% Sep 2025
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JNB Advisors 2.1k $368k -5% Jun 2025
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Riverview Trust 2.1k $408k -13% Sep 2025
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Mariner Wealth Advisors 2.1k $406k -82% Sep 2025
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Chicago Partners Investment 2.1k $408k 0% Sep 2025
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Pacific Sun Financial Corp 2.0k $387k 0% Sep 2025
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Janney Montgomery Scott 2.0k $384k 4% Sep 2025
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Atria Wealth Solutions 2.0k $337k 7% Jun 2025
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Signal Advisors Wealth 1.9k $362k 100% Sep 2025
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GSG Advisors 1.8k $348k 0% Sep 2025
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Virtus Family Office 1.8k $346k 100% Sep 2025
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Orcam Financial Group 1.7k $333k 0% Sep 2025
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Creative Planning 1.7k $321k 0% Sep 2025
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Foster Group 1.6k $316k 2% Sep 2025
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Silver Oak Securities 1.6k $310k 8% Sep 2025
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Robertson Stephens Wealth Management 1.6k $310k 10% Sep 2025
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Stonehearth Capital Management 1.6k $299k -2% Sep 2025
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Signature Estate and Investment Advisors 1.5k $292k 0% Sep 2025
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Apeiron RIA 1.4k $267k 0% Sep 2025
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Wealth Enhancement Advisory Services 1.3k $259k 15% Sep 2025
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Avant Capital 1.3k $245k 0% Sep 2025
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Quantinno Capital Management 1.2k $234k 0% Sep 2025
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BancorpSouth Bank 1.2k $230k 0% Sep 2025
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Melfa Wealth Management 1.2k $227k 100% Sep 2025
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Clear Creek Financial Management 1.2k $226k 1% Sep 2025
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Kestra Private Wealth Services 1.1k $212k 100% Sep 2025
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Parallel Advisors 1.1k $211k 0% Sep 2025
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Stifel Financial 1.1k $210k 100% Sep 2025
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J.w. Cole Advisors 1.0k $200k -32% Sep 2025
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Jpmorgan Chase & Co 935.00 $179k 100% Sep 2025
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Harbor Asset Planning 717.00 $138k 100% Sep 2025
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Federation des caisses Desjardins du Quebec 535.00 $103k 100% Sep 2025
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Capital Analysts 501.00 $98k 445% Sep 2025
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FTB Advisors 454.00 $78k 0% Jun 2025
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Strategic Wealth Partners 352.00 $67k 0% Sep 2025
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Ameritas Advisory Services 335.00 $64k -70% Sep 2025
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Geneos Wealth Management 243.00 $47k 17% Sep 2025
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Parkside Financial Bank & Trust 215.00 $41k 0% Sep 2025
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Versant Capital Management 141.00 $27k 100% Sep 2025
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Barrett & Company 125.00 $24k 0% Sep 2025
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Atlas Capital Advisors 116.00 $20k 0% Jun 2025
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Efficient Wealth Management 107.00 $20k 0% Sep 2025
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Glass Jacobson Investment Advisors 105.00 $20k -30% Sep 2025
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Tidemark 104.00 $20k 100% Sep 2025
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Farther Finance Advisors 100.00 $19k 100% Sep 2025
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City State Bank 100.00 $19k 0% Sep 2025
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Salem Investment Counselors 68.00 $13k -3% Sep 2025
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Cloud Capital Management 65.00 $12k 100% Sep 2025
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Spire Wealth Management 41.00 $7.9k 0% Sep 2025
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Central Pacific Bank - Trust Division 39.00 $7.5k 0% Sep 2025
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Sunbelt Securities 32.00 $6.1k 0% Sep 2025
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IFP Advisors 20.00 $3.8k -56% Sep 2025
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Russell Investments 19.00 $3.6k 280% Sep 2025
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Quent Capital 15.00 $2.9k 100% Sep 2025
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GHP Investment Advisors 9.00 $1.7k 0% Sep 2025
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Huntington National Bank 3.00 $575.000100 0% Sep 2025
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Kilter Group 1.00 $121.000000 100% Jun 2025
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Who sold out of Vanguard Wellington Fd us momentum?

Fund or Company Name Date Sold Shares Held Valued At
Two Sigma Investments Jun 2025 29k $5.1M
Thrivent Financial for Lutherans Jun 2025 22k $3.7M
Fullcircle Wealth Jun 2025 8.0k $1.4M
Northwest Capital Management Jun 2025 6.5k $1.1M
CWM Jun 2025 6.5k $1.1M
Susquehanna International Jun 2025 3.8k $655k
Jane Street Jun 2025 2.1k $364k
Belpointe Asset Management Jun 2025 1.3k $219k
Simplex Trading Jun 2025 412.00 $71k
Transce3nd Jun 2025 203.00 $35k
Tower Research Capital Jun 2025 28.00 $4.8k