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
Download as csv Download as ExcelTop 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 |
|
Alan Leist III | 277k | $42M | 1% | Mar 2024 |
|
Anderson Hoagland & Co | 139k | $20M | 1% | Mar 2024 |
|
Cabot Money Management | 127k | $19M | -1% | Mar 2024 |
|
Davidson Investment Advisors | 116k | $15M | 20% | Dec 2023 |
|
Schulz Wealth | 83k | $13M | 2% | Mar 2024 |
|
Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 65k | $9.8M | -5% | Mar 2024 |
|
Symmetry Partner | 64k | $8.5M | -4% | Dec 2023 |
|
Win Advisors | 50k | $7.5M | 100% | Mar 2024 |
|
Armbruster Capital Management | 37k | $5.6M | -1% | Mar 2024 |
|
Lincoln Capital | 34k | $5.1M | 2% | Mar 2024 |
|
Journey Advisory Group | 33k | $4.3M | 9% | Dec 2023 |
|
Frisch Financial Group | 27k | $3.6M | -1% | Dec 2023 |
|
Umb Bank N A | 27k | $4.0M | -3% | Mar 2024 |
|
Great Valley Advisor Group | 25k | $3.8M | 43% | Mar 2024 |
|
Raymond James Financial Services Advisors | 20k | $3.1M | -3% | Mar 2024 |
|
Nova R Wealth | 13k | $2.0M | -5% | Mar 2024 |
|
Geneos Wealth Management | 12k | $1.7M | -10% | Mar 2024 |
|
Wilbanks Smith & Thomas Asset Management | 11k | $1.6M | -43% | Mar 2024 |
|
UBS Group | 11k | $1.4M | 20% | Dec 2023 |
|
Royal Bank of Canada | 10k | $1.3M | -5% | Dec 2023 |
|
Kestra Advisory Services | 9.6k | $1.3M | 0% | Dec 2023 |
|
IAM Advisory | 8.1k | $1.2M | 100% | Mar 2024 |
|
Aspect Partners | 7.9k | $1.0M | 100% | Dec 2023 |
|
BLB^B Advisors | 7.3k | $1.1M | 0% | Mar 2024 |
|
Drive Wealth Management | 6.4k | $972k | 109% | Mar 2024 |
|
Mercer Global Advisors | 5.3k | $701k | -55% | Dec 2023 |
|
Commonwealth Equity Services | 5.2k | $789k | 27% | Mar 2024 |
|
Advisor Group Holdings | 4.5k | $586k | -24% | Dec 2023 |
|
Creative Planning | 4.2k | $554k | 0% | Dec 2023 |
|
Tectonic Advisors | 3.9k | $584k | -14% | Mar 2024 |
|
JNB Advisors | 3.6k | $546k | -3% | Mar 2024 |
|
Principal Securities | 3.4k | $449k | 100% | Dec 2023 |
|
Cambridge Investment Research Advisors | 3.4k | $515k | 48% | Mar 2024 |
|
Buckingham Strategic Partners | 3.2k | $424k | 3% | Dec 2023 |
|
Seed Wealth Management | 3.2k | $487k | 0% | Mar 2024 |
|
HighTower Advisors | 3.1k | $475k | -15% | Mar 2024 |
|
Envestnet Portfolio Solutions | 3.1k | $467k | 2% | Mar 2024 |
|
Warren Averett Asset Management | 3.0k | $393k | 0% | Dec 2023 |
|
Raymond James & Associates | 3.0k | $452k | 66% | Mar 2024 |
|
Clear Creek Financial Management | 2.6k | $398k | -3% | Mar 2024 |
|
Kathmere Capital Management | 2.4k | $367k | 0% | Mar 2024 |
|
Chicago Partners Investment | 2.2k | $319k | 100% | Mar 2024 |
|
Thoroughbred Financial Services | 2.1k | $324k | -27% | Mar 2024 |
|
Lincoln National | 2.0k | $301k | 1% | Mar 2024 |
|
H D Vest Advisory Services | 1.9k | $286k | 100% | Mar 2024 |
|
GSG Advisors | 1.8k | $275k | 0% | Mar 2024 |
|
Norwood Financial Corp | 1.8k | $274k | 0% | Mar 2024 |
|
Melfa Wealth Management | 1.7k | $260k | 100% | Mar 2024 |
|
Parallel Advisors | 1.6k | $237k | -10% | Mar 2024 |
|
Harbour Investments | 690.00 | $91k | -9% | Dec 2023 |
|
FTB Advisors | 569.00 | $86k | 0% | Mar 2024 |
|
Glass Jacobson Investment Advisors | 447.00 | $68k | 100% | Mar 2024 |
|
AdvisorNet Financial | 365.00 | $55k | 100% | Mar 2024 |
|
Parkside Financial Bank & Trust | 184.00 | $28k | 254% | Mar 2024 |
|
Atlas Capital Advisors | 182.00 | $28k | 0% | Mar 2024 |
|
Castleview Partners | 133.00 | $18k | 0% | Dec 2023 |
|
Barrett & Company | 125.00 | $19k | 0% | Mar 2024 |
|
City State Bank | 100.00 | $15k | 0% | Mar 2024 |
|
Simplex Trading | 100.00 | $15k | 100% | Mar 2024 |
|
Central Pacific Bank - Trust Division | 39.00 | $5.9k | 100% | Mar 2024 |
|
CFG Asset Management | 25.00 | $3.8k | 0% | Mar 2024 |
|
Global Retirement Partners | 21.00 | $3.2k | 100% | Mar 2024 |
|
GPS Wealth Strategies Group | 20.00 | $3.0k | 100% | Mar 2024 |
|
GHP Investment Advisors | 9.00 | $1.4k | -50% | Mar 2024 |
|
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 |
Susquehanna International | Sep 2023 | 2.9k | $333k |
Jane Street | Sep 2023 | 2.7k | $305k |
Flow Traders US | Sep 2023 | 1.9k | $214k |
Bank of America Corporation | Sep 2023 | 1.1k | $121k |