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 | 651k | $125M | 4% | Dec 2025 |
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| Alan Leist III | 284k | $59M | 1% | Dec 2025 |
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| Great Valley Advisor Group | 159k | $30M | -54% | Dec 2025 |
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| Davidson Investment Advisors | 147k | $28M | 5% | Dec 2025 |
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| LPL Financial | 140k | $27M | 35% | Dec 2025 |
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| Cabot Money Management | 114k | $22M | 6% | Dec 2025 |
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| Anderson Hoagland & Co | 114k | $22M | -5% | Dec 2025 |
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| Raymond James Financial | 113k | $22M | 64% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 106k | $20M | 2% | Dec 2025 |
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| Systelligence | 105k | $20M | -11% | Dec 2025 |
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| Cetera Investment Advisers | 85k | $16M | 3% | Dec 2025 |
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| Envestnet Asset Management | 84k | $16M | -5% | Dec 2025 |
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| Financial Partners Group | 50k | $10M | 23% | Dec 2025 |
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| Armbruster Capital Management | 45k | $8.6M | -6% | Dec 2025 |
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| UBS Group | 43k | $8.2M | 97% | Dec 2025 |
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| Goss Wealth Management | 33k | $6.4M | 3% | Dec 2025 |
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| Private Advisor | 32k | $6.2M | 7% | Dec 2025 |
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| Hobart Private Capital | 32k | $6.0M | 49% | Dec 2025 |
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| Thrivent Financial for Lutherans | 30k | $5.7M | 100% | Dec 2025 |
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| Merit Financial Group | 27k | $5.1M | 40% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 26k | $5.0M | 42% | Dec 2025 |
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| Lincoln Capital | 26k | $4.9M | -1% | Dec 2025 |
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| Stratos Wealth Advisors | 25k | $4.8M | 2% | Dec 2025 |
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| Redhawk Wealth Advisors | 23k | $4.3M | 10% | Dec 2025 |
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| Advisor Group Holdings | 21k | $4.1M | 11% | Dec 2025 |
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| Cambridge Investment Research Advisors | 21k | $4.0M | 34% | Dec 2025 |
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| Betterment | 21k | $4.0M | 1% | Dec 2025 |
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| Commonwealth Equity Services | 20k | $3.8M | 16% | Dec 2025 |
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| Umb Bank N A | 19k | $3.7M | -11% | Dec 2025 |
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| Financial Freedom | 18k | $3.5M | 34% | Dec 2025 |
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| Farther Finance Advisors | 15k | $2.8M | 14481% | Dec 2025 |
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| Wilkins Miller Wealth Management | 14k | $2.6M | 20% | Dec 2025 |
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| Kestra Advisory Services | 13k | $2.5M | -4% | Dec 2025 |
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| Win Advisors | 13k | $2.5M | 100% | Dec 2025 |
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| Nova R Wealth | 12k | $2.3M | -2% | Dec 2025 |
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| Wedbush Morgan Securities | 11k | $2.1M | 17% | Dec 2025 |
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| Toroso Investments | 11k | $2.0M | -64% | Dec 2025 |
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| Aspect Partners | 9.6k | $1.8M | 16% | Dec 2025 |
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| Janney Montgomery Scott | 9.3k | $1.8M | 363% | Dec 2025 |
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| International Assets Investment Management | 9.3k | $1.8M | -6% | Dec 2025 |
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| Caitlin John | 9.2k | $1.8M | -2% | Dec 2025 |
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| Certus Wealth Management | 9.1k | $1.7M | -4% | Sep 2025 |
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| Valued Retirements | 8.3k | $1.6M | 82% | Dec 2025 |
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| IAM Advisory | 8.3k | $1.6M | -1% | Dec 2025 |
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| Compass Ion Advisors | 8.2k | $1.6M | 35% | Dec 2025 |
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| Ieq Capital | 8.2k | $1.6M | 10% | Dec 2025 |
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| Brian McDonald | 8.2k | $1.6M | 0% | Dec 2025 |
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| Nova Wealth Management | 7.8k | $1.5M | -9% | Dec 2025 |
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| BLB^B Advisors | 7.3k | $1.4M | 0% | Dec 2025 |
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| Hartland & Co | 7.1k | $1.3M | -15% | Dec 2025 |
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| Oppenheimer & Co | 6.6k | $1.3M | 100% | Dec 2025 |
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| PFG Advisors | 6.5k | $1.2M | 13% | Dec 2025 |
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| Thoroughbred Financial Services | 6.1k | $1.2M | 1% | Dec 2025 |
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| TFB Advisors | 5.8k | $1.1M | 3% | Dec 2025 |
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| Buckingham Strategic Partners | 5.7k | $1.1M | -32% | Dec 2025 |
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| Odyssey Capital Advisors | 5.6k | $1.1M | 100% | Dec 2025 |
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| Wealthcare Advisory Partners | 5.1k | $984k | 4% | Dec 2025 |
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| Mercer Global Advisors | 5.0k | $963k | 0% | Dec 2025 |
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| Global Retirement Partners | 4.7k | $906k | -3% | Dec 2025 |
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| O'shaughnessy Asset Management | 4.6k | $874k | 15% | Dec 2025 |
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| Royal Bank of Canada | 4.3k | $833k | 3% | Sep 2025 |
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| Harbour Investments | 4.2k | $810k | 0% | Dec 2025 |
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| Mml Investors Services | 4.0k | $761k | 16% | Dec 2025 |
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| Apollon Wealth Management | 3.9k | $753k | -1% | Dec 2025 |
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| Citadel Advisors | 3.9k | $753k | 100% | Sep 2025 |
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| Kathmere Capital Management | 3.8k | $735k | 5% | Dec 2025 |
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| Principal Securities | 3.7k | $711k | 2% | Dec 2025 |
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| Diversify Advisory Services | 3.7k | $759k | 1% | Dec 2025 |
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| Smith, Moore & Co. | 3.6k | $689k | -8% | Dec 2025 |
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| Sagespring Wealth Partners | 3.5k | $663k | -69% | Dec 2025 |
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| United Advisor Group | 3.3k | $632k | 0% | Dec 2025 |
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| Resources Investment Advisors | 3.3k | $629k | -11% | Dec 2025 |
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| Signal Advisors Wealth | 3.2k | $620k | 72% | Dec 2025 |
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| Lazari Capital Management | 3.1k | $590k | -11% | Dec 2025 |
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| Soltis Investment Advisors | 3.1k | $586k | -20% | Dec 2025 |
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| Old Mission Capital | 3.0k | $568k | -56% | Dec 2025 |
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| Breakwater Capital Group | 2.8k | $544k | 100% | Dec 2025 |
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| Advisory Services Network | 2.8k | $541k | -7% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 2.7k | $521k | -12% | Dec 2025 |
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| HPM Partners | 2.7k | $513k | 100% | Dec 2025 |
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| Jane Street | 2.6k | $506k | 100% | Dec 2025 |
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| Park Avenue Securities | 2.6k | $501k | 10% | Dec 2025 |
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| Change Path | 2.5k | $482k | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 2.5k | $475k | 17% | Dec 2025 |
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| Partners Wealth Management | 2.5k | $471k | 2% | Dec 2025 |
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| Warren Averett Asset Management | 2.4k | $461k | 0% | Dec 2025 |
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| Virtus Family Office | 2.4k | $451k | 31% | Dec 2025 |
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| Tectonic Advisors | 2.3k | $447k | -1% | Dec 2025 |
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| Susquehanna International | 2.3k | $447k | 100% | Dec 2025 |
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| Seed Wealth Management | 2.3k | $446k | 0% | Dec 2025 |
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| Concurrent Investment Advisors | 2.3k | $434k | 6% | Dec 2025 |
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| Flagship Wealth Advisors | 2.3k | $430k | 0% | Dec 2025 |
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| Arkadios Wealth Advisors | 2.2k | $430k | 5% | Dec 2025 |
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| Davidson Trust | 2.2k | $424k | 0% | Dec 2025 |
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| Pacific Sun Financial Corp | 2.1k | $409k | 6% | Dec 2025 |
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| Riverview Trust | 2.1k | $407k | 0% | Dec 2025 |
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| Chicago Partners Investment | 2.1k | $428k | 0% | Dec 2025 |
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| Clark Wealth Partners | 2.0k | $384k | 0% | Dec 2025 |
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| CLS Investments | 2.0k | $381k | -10% | Dec 2025 |
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| SCS Capital Management | 1.9k | $361k | -64% | Dec 2025 |
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| Creative Planning | 1.9k | $361k | 13% | Dec 2025 |
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| GSG Advisors | 1.8k | $344k | -1% | Dec 2025 |
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| Orcam Financial Group | 1.7k | $333k | 0% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 1.7k | $333k | 25% | Dec 2025 |
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| Silver Oak Securities | 1.6k | $312k | 0% | Dec 2025 |
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| AdvisorNet Financial | 1.6k | $306k | -32% | Dec 2025 |
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| Stonehearth Capital Management | 1.6k | $299k | 0% | Dec 2025 |
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| Foster Group | 1.5k | $294k | -7% | Dec 2025 |
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| Signature Estate and Investment Advisors | 1.5k | $292k | 0% | Dec 2025 |
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| Robertson Stephens Wealth Management | 1.5k | $289k | -7% | Dec 2025 |
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| Coquina Private Wealth | 1.5k | $284k | 100% | Dec 2025 |
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| Stifel Financial | 1.4k | $268k | 28% | Dec 2025 |
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| Kestra Private Wealth Services | 1.3k | $257k | 21% | Dec 2025 |
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| Avant Capital | 1.3k | $245k | 0% | Dec 2025 |
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| Alesco Advisors | 1.3k | $244k | 100% | Dec 2025 |
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| Equitable Holdings | 1.3k | $242k | 100% | Dec 2025 |
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| Prospera Financial Services | 1.2k | $237k | 100% | Dec 2025 |
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| Quantinno Capital Management | 1.2k | $233k | 0% | Dec 2025 |
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| BancorpSouth Bank | 1.2k | $230k | 0% | Dec 2025 |
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| Melfa Wealth Management | 1.2k | $227k | 0% | Dec 2025 |
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| Clear Creek Financial Management | 1.2k | $226k | 0% | Dec 2025 |
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| Perigon Wealth Management | 1.2k | $223k | 100% | Dec 2025 |
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| Belpointe Asset Management | 1.1k | $214k | 100% | Dec 2025 |
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| Keybank National Association | 1.1k | $210k | 100% | Dec 2025 |
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| Parallel Advisors | 1.1k | $210k | 0% | Dec 2025 |
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| Apeiron RIA | 1.0k | $214k | -23% | Dec 2025 |
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| Jpmorgan Chase & Co | 935.00 | $179k | 100% | Sep 2025 |
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| Harbor Asset Planning | 697.00 | $134k | -3% | Dec 2025 |
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| Federation des caisses Desjardins du Quebec | 535.00 | $102k | 0% | Dec 2025 |
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| City State Bank | 520.00 | $100k | 420% | Dec 2025 |
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| High Note Wealth | 477.00 | $91k | 100% | Dec 2025 |
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| Tower Research Capital | 470.00 | $90k | 100% | Dec 2025 |
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| Capital Analysts | 409.00 | $78k | -18% | Dec 2025 |
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| Pnc Financial Services | 400.00 | $77k | 100% | Dec 2025 |
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| Strategic Wealth Partners | 352.00 | $67k | 0% | Sep 2025 |
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| North Star Investment Management | 325.00 | $62k | 100% | Dec 2025 |
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| Geneos Wealth Management | 243.00 | $47k | 0% | Dec 2025 |
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| Parkside Financial Bank & Trust | 215.00 | $41k | 0% | Dec 2025 |
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| Versant Capital Management | 141.00 | $27k | 0% | Dec 2025 |
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| Barrett & Company | 125.00 | $24k | 0% | Dec 2025 |
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| Atlas Capital Advisors | 116.00 | $22k | 0% | Dec 2025 |
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| Efficient Wealth Management | 107.00 | $20k | 0% | Dec 2025 |
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| Glass Jacobson Investment Advisors | 105.00 | $20k | 0% | Dec 2025 |
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| Tidemark | 104.00 | $20k | 0% | Dec 2025 |
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| CWM | 85.00 | $16k | 100% | Dec 2025 |
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| Wells Fargo & Company | 63.00 | $12k | -100% | Dec 2025 |
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| Spire Wealth Management | 41.00 | $7.9k | 0% | Dec 2025 |
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| Central Pacific Bank - Trust Division | 39.00 | $7.5k | 0% | Dec 2025 |
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| AE Wealth Management | 37.00 | $7.1k | 100% | Dec 2025 |
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| Sunbelt Securities | 32.00 | $6.1k | 0% | Dec 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 |
| Fullcircle Wealth | Jun 2025 | 8.0k | $1.4M |
| J.w. Cole Advisors | Sep 2025 | 1.0k | $200k |
| Ameritas Advisory Services | Sep 2025 | 335.00 | $64k |
| Salem Investment Counselors | Sep 2025 | 68.00 | $13k |
| Cloud Capital Management | Sep 2025 | 65.00 | $12k |