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 | 441k | $73M | 2% | Dec 2024 |
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| Alan Leist III | 276k | $44M | -2% | Sep 2024 |
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| Anderson Hoagland & Co | 136k | $23M | -1% | Dec 2024 |
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| Davidson Investment Advisors | 129k | $21M | -38% | Sep 2024 |
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| Cabot Money Management | 114k | $18M | -2% | Sep 2024 |
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| Schulz Wealth | 84k | $14M | 4% | Sep 2024 |
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| Envestnet Asset Management | 82k | $13M | -7% | Sep 2024 |
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| Systelligence | 75k | $12M | -16% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 63k | $10M | -1% | Dec 2024 |
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| LPL Financial | 61k | $9.8M | -6% | Sep 2024 |
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| Great Valley Advisor Group | 55k | $8.9M | 86% | Sep 2024 |
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| Armbruster Capital Management | 40k | $6.5M | 0% | Dec 2024 |
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| Journey Advisory Group | 34k | $5.1M | -3% | Sep 2024 |
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| Lincoln Capital | 27k | $4.4M | 1% | Dec 2024 |
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| Umb Bank N A | 26k | $4.3M | 0% | Dec 2024 |
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| Raymond James Financial Services Advisors | 20k | $3.2M | 0% | Sep 2024 |
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| Redhawk Wealth Advisors | 19k | $3.1M | 4% | Dec 2024 |
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| Cambridge Investment Research Advisors | 17k | $2.8M | 153% | Sep 2024 |
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| Hartland & Co | 16k | $2.5M | 45% | Sep 2024 |
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| Clear Creek Financial Management | 15k | $2.5M | 537% | Dec 2024 |
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| Caitlin John | 14k | $2.3M | -3% | Dec 2024 |
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| Nova R Wealth | 13k | $2.1M | -5% | Sep 2024 |
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| Commonwealth Equity Services | 13k | $2.0M | 85% | Sep 2024 |
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| Advisor Group Holdings | 13k | $2.0M | 100% | Sep 2024 |
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| UBS Group | 12k | $2.0M | -48% | Sep 2024 |
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| Merit Financial Group | 11k | $1.9M | 100% | Dec 2024 |
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| Kestra Advisory Services | 11k | $1.8M | 0% | Sep 2024 |
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| Stratos Wealth Advisors | 9.1k | $1.5M | -1% | Dec 2024 |
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| Aspect Partners | 8.5k | $1.4M | 0% | Sep 2024 |
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| Mercer Global Advisors | 8.3k | $1.3M | 27% | Sep 2024 |
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| IAM Advisory | 8.3k | $1.4M | 0% | Dec 2024 |
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| BLB^B Advisors | 7.3k | $1.2M | 0% | Sep 2024 |
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| Edge Capital Group | 6.5k | $1.0M | -4% | Sep 2024 |
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| H D Vest Advisory Services | 5.8k | $929k | 164% | Sep 2024 |
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| Cetera Investment Advisers | 5.7k | $921k | 15% | Sep 2024 |
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| Mariner Wealth Advisors | 5.3k | $854k | 25% | Sep 2024 |
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| International Assets Investment Management | 5.1k | $843k | -99% | Dec 2024 |
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| Creative Planning | 4.7k | $763k | -2% | Sep 2024 |
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| Geneos Wealth Management | 4.4k | $717k | -35% | Dec 2024 |
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| PFG Advisors | 4.3k | $696k | 100% | Sep 2024 |
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| Lazari Capital Management | 4.3k | $706k | -36% | Dec 2024 |
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| Fullcircle Wealth | 4.3k | $700k | -40% | Sep 2024 |
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| United Advisor Group | 4.2k | $678k | 31% | Sep 2024 |
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| Thoroughbred Financial Services | 4.1k | $664k | 0% | Sep 2024 |
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| Royal Bank of Canada | 4.1k | $658k | -21% | Sep 2024 |
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| Toroso Investments | 3.9k | $630k | -40% | Sep 2024 |
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| Belvedere Trading | 3.8k | $612k | 23% | Sep 2024 |
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| Raymond James & Associates | 3.7k | $603k | -3% | Sep 2024 |
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| Mml Investors Services | 3.6k | $585k | -60% | Sep 2024 |
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| Belpointe Asset Management | 3.4k | $552k | 3% | Sep 2024 |
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| Buckingham Strategic Partners | 3.4k | $547k | 100% | Sep 2024 |
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| Principal Securities | 3.3k | $524k | 5% | Sep 2024 |
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| Seed Wealth Management | 3.2k | $531k | 0% | Dec 2024 |
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| Warren Averett Asset Management | 3.2k | $512k | 0% | Sep 2024 |
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| Tectonic Advisors | 2.9k | $477k | -11% | Dec 2024 |
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| Harbour Investments | 2.7k | $440k | 79% | Sep 2024 |
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| Blake Schutter Theil Wealth Advisors | 2.6k | $412k | 100% | Sep 2024 |
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| Wedbush Morgan Securities | 2.5k | $408k | 100% | Sep 2024 |
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| Atria Wealth Solutions | 2.5k | $404k | -32% | Sep 2024 |
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| Kathmere Capital Management | 2.5k | $409k | 2% | Dec 2024 |
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| Riverview Trust | 2.5k | $395k | 100% | Sep 2024 |
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| Goss Wealth Management | 2.4k | $387k | 1090% | Sep 2024 |
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| TFB Advisors | 2.3k | $369k | 49% | Sep 2024 |
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| Envestnet Portfolio Solutions | 2.3k | $366k | -16% | Sep 2024 |
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| JNB Advisors | 2.2k | $369k | -3% | Dec 2024 |
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| Chicago Partners Investment | 2.1k | $343k | 0% | Dec 2024 |
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| O'shaughnessy Asset Management | 2.0k | $334k | 15% | Sep 2024 |
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| Arkadios Wealth Advisors | 1.9k | $319k | 10% | Dec 2024 |
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| AdvisorNet Financial | 1.9k | $313k | 1% | Dec 2024 |
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| One Wealth Capital Management | 1.9k | $306k | 100% | Dec 2024 |
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| GSG Advisors | 1.8k | $302k | 0% | Dec 2024 |
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| Susquehanna International | 1.8k | $291k | -28% | Sep 2024 |
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| Orcam Financial Group | 1.7k | $277k | 100% | Sep 2024 |
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| Main Street Financial Solutions | 1.7k | $276k | 100% | Sep 2024 |
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| Perigon Wealth Management | 1.6k | $270k | 10% | Dec 2024 |
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| Strategic Blueprint | 1.6k | $258k | 24% | Dec 2024 |
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| Melfa Wealth Management | 1.5k | $250k | 1% | Dec 2024 |
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| Two Sigma Securities | 1.5k | $236k | 100% | Sep 2024 |
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| Robertson Stephens Wealth Management | 1.5k | $241k | 0% | Dec 2024 |
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| Wealthcare Advisory Partners | 1.4k | $223k | 100% | Dec 2024 |
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| Signature Estate and Investment Advisors | 1.3k | $214k | 100% | Sep 2024 |
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| Pacific Sun Financial Corp | 1.3k | $212k | 100% | Sep 2024 |
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| FTB Advisors | 454.00 | $73k | 0% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 447.00 | $72k | 0% | Sep 2024 |
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| TFC Financial Management | 408.00 | $66k | 100% | Sep 2024 |
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| Parkside Financial Bank & Trust | 227.00 | $37k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 203.00 | $33k | 0% | Sep 2024 |
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| Financial Freedom | 190.00 | $31k | 100% | Dec 2024 |
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| Castleview Partners | 133.00 | $21k | 0% | Dec 2024 |
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| Barrett & Company | 125.00 | $20k | 0% | Sep 2024 |
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| Coastline Trust | 125.00 | $20k | 100% | Sep 2024 |
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| Atlas Capital Advisors | 116.00 | $19k | -28% | Sep 2024 |
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| Efficient Wealth Management | 107.00 | $17k | 100% | Sep 2024 |
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| City State Bank | 100.00 | $16k | 0% | Dec 2024 |
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| Pnc Financial Services | 100.00 | $16k | 100% | Sep 2024 |
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| Capital Analysts | 92.00 | $15k | 0% | Sep 2024 |
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| Spire Wealth Management | 40.00 | $6.6k | 11% | Dec 2024 |
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| Central Pacific Bank - Trust Division | 39.00 | $6.4k | 0% | Dec 2024 |
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| Sunbelt Securities | 32.00 | $5.2k | 100% | Sep 2024 |
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| Global Retirement Partners | 31.00 | $5.0k | 29% | Sep 2024 |
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| GHP Investment Advisors | 9.00 | $1.5k | 0% | Dec 2024 |
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| Global Wealth Strategies & Associates | 5.00 | $822.000000 | -44% | Dec 2024 |
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| Wells Fargo & Company | 1.00 | $179.000000 | 0% | Sep 2024 |
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Who sold out of Vanguard Wellington Fd us momentum?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Symmetry Partner | Jun 2024 | 77k | $12M |
| Zimmermann Investment Management & Planning | Sep 2024 | 13k | $2.0M |
| Davidson Trust | Jun 2024 | 2.5k | $369k |