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 738k $184M 4% Jun 2026
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Alan Leist III 274k $68M -4% Jun 2026
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LPL Financial 172k $43M 13% Jun 2026
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Great Valley Advisor Group 165k $41M 3% Jun 2026
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Raymond James Financial 157k $39M 5% Jun 2026
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Davidson Investment Advisors 156k $39M 2% Jun 2026
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Anderson Hoagland & Co 110k $27M -4% Jun 2026
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 104k $26M -5% Jun 2026
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Cetera Investment Advisers 100k $25M 32% Jun 2026
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Systelligence 94k $23M -9% Jun 2026
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Envestnet Asset Management 84k $21M -8% Jun 2026
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Two Sigma Investments 66k $16M 100% Jun 2026
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Bank of America Corporation 61k $15M 83% Jun 2026
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Cambridge Investment Research Advisors 61k $15M 38% Jun 2026
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UBS Group 58k $14M 33% Jun 2026
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Win Advisors 54k $13M -4% Jun 2026
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Financial Partners Group 53k $13M 1% Jun 2026
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Cabot Money Management 50k $13M -57% Jun 2026
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Armbruster Capital Management 48k $12M -4% Jun 2026
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Wiley Bros.-aintree Capital 41k $10M 4% Jun 2026
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Goss Wealth Management 41k $10M 9% Jun 2026
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Oppenheimer & Co 41k $10M 100% Jun 2026
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Mariner Wealth Advisors 39k $9.8M 193% Jun 2026
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Builder Investment Group 34k $8.4M 183% Jun 2026
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Hobart Private Capital 32k $8.1M 1% Jun 2026
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Royal Bank of Canada 32k $8.1M 55% Jun 2026
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Private Advisor 32k $7.9M 5% Jun 2026
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Thrivent Financial for Lutherans 30k $7.6M 100% Jun 2026
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Commonwealth Equity Services 30k $7.5M 25% Jun 2026
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Lincoln Capital 27k $6.6M 3% Jun 2026
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Financial Freedom 21k $5.3M 10% Jun 2026
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Merit Financial Group 21k $5.2M -21% Jun 2026
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Betterment 21k $5.2M 1% Jun 2026
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Stratos Wealth Advisors 20k $4.9M -28% Jun 2026
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Umb Bank N A 19k $4.8M -1% Jun 2026
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Kestra Advisory Services 19k $4.8M 41% Jun 2026
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Advisor Group Holdings 19k $4.7M 17% Jun 2026
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Wedbush Morgan Securities 18k $4.5M 26% Jun 2026
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Goldman Sachs Group 18k $4.5M 100% Jun 2026
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Wilkins Miller Wealth Management 15k $3.7M 4% Jun 2026
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Fortis Group Advisors 15k $3.7M 100% Jun 2026
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Redhawk Wealth Advisors 13k $3.2M -42% Jun 2026
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Compass Ion Advisors 12k $3.0M 17% Jun 2026
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Nova R Wealth 12k $3.0M -1% Jun 2026
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Farther Finance Advisors 11k $2.8M -25% Jun 2026
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Ieq Capital 11k $2.8M 10% Jun 2026
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Archford Capital Strategies 10k $2.6M 13% Jun 2026
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Janney Montgomery Scott 10k $2.6M 2% Jun 2026
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International Assets Investment Management 9.8k $2.4M 5% Jun 2026
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Aspect Partners 9.3k $2.3M -5% Jun 2026
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Caitlin John 8.8k $2.2M 7% Jun 2026
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MY Wealth Management 8.7k $2.2M 100% Jun 2026
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Valued Retirements 8.1k $2.0M -6% Jun 2026
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Thoroughbred Financial Services 8.0k $2.0M 3% Jun 2026
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IAM Advisory 7.9k $2.0M -2% Jun 2026
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PFG Advisors 7.7k $1.9M 11% Jun 2026
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Mml Investors Services 7.6k $1.9M 52% Jun 2026
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Blom & Howell Financial Planning 7.5k $1.9M 7% Jun 2026
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TFB Advisors 7.4k $1.9M 7% Jun 2026
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BLB^B Advisors 7.3k $1.8M 0% Jun 2026
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Equitable Holdings 7.2k $1.8M 21% Jun 2026
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Nova Wealth Management 7.2k $1.8M -7% Jun 2026
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Fifth Third Bancorp 6.8k $1.7M -5% Jun 2026
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Benjamin Edwards 6.4k $1.6M 79% Jun 2026
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Toroso Investments 6.2k $1.6M 100% Jun 2026
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Hartland & Co 6.0k $1.5M 2% Jun 2026
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Quantinno Capital Management 5.9k $1.5M 0% Jun 2026
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Wealth High Governance Asset Management 5.8k $1.4M 100% Jun 2026
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Mercer Global Advisors 5.7k $1.4M 0% Jun 2026
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Madison Wealth Partners 5.4k $1.3M 100% Jun 2026
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Buckingham Strategic Partners 5.2k $1.3M -9% Jun 2026
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O'shaughnessy Asset Management 5.2k $1.3M 9% Jun 2026
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Odyssey Capital Advisors 4.9k $1.2M -3% Jun 2026
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Harbour Investments 4.8k $1.2M 9% Jun 2026
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WealthCare Investment Partners 4.7k $1.2M 115% Jun 2026
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Apollon Wealth Management 4.7k $1.2M 13% Jun 2026
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Ethos Financial Group 4.6k $986k 100% Jun 2026
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Global Retirement Partners 4.6k $1.1M -3% Jun 2026
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Concurrent Investment Advisors 3.9k $979k 62% Jun 2026
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Kathmere Capital Management 3.8k $959k 0% Jun 2026
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Sagespring Wealth Partners 3.8k $943k 8% Jun 2026
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Redwood Family Wealth 3.7k $923k -1% Jun 2026
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IFP Advisors 3.6k $906k 3357% Jun 2026
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Principal Securities 3.6k $888k -4% Jun 2026
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Wealthcare Advisory Partners 3.5k $876k -3% Jun 2026
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Belpointe Asset Management 3.5k $874k 0% Jun 2026
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Diversify Wealth Management 3.5k $787k 0% Jun 2026
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Diversify Advisory Services 3.5k $787k 100% Jun 2026
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Harbor Asset Planning 3.5k $862k 43% Jun 2026
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Advisory Services Network 3.4k $851k 18% Jun 2026
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United Advisor Group 3.3k $824k 0% Jun 2026
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Resources Investment Advisors 3.3k $816k 0% Jun 2026
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Smith, Moore & Co. 3.3k $816k -3% Jun 2026
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Hrt Financial 3.2k $809k -30% Jun 2026
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HPM Partners 3.2k $796k 13% Jun 2026
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Breakwater Capital Group 3.1k $777k -17% Jun 2026
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Lazari Capital Management 3.1k $769k 0% Jun 2026
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Virtus Family Office 3.0k $757k 28% Jun 2026
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Creative Planning 3.0k $752k -5% Jun 2026
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Action Point Financial Planning 2.7k $684k 100% Jun 2026
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Northwestern Mutual Wealth Management Company 2.6k $638k 3% Jun 2026
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Arkadios Wealth Advisors 2.5k $632k 7% Jun 2026
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Change Path 2.5k $629k 0% Jun 2026
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Partners Wealth Management 2.4k $608k 0% Jun 2026
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Pacific Sun Financial Corp 2.4k $605k 0% Jun 2026
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Morgan Stanley 2.4k $477k 7% Mar 2026
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Robertson Stephens Wealth Management 2.4k $603k 46% Jun 2026
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Warren Averett Asset Management 2.4k $588k -2% Jun 2026
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Holistic Planning 2.3k $585k 31% Jun 2026
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Seed Wealth Management 2.3k $581k 0% Jun 2026
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Signal Advisors Wealth 2.3k $580k -21% Jun 2026
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Jane Street 2.3k $574k -66% Jun 2026
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Flagship Wealth Advisors 2.3k $561k 0% Jun 2026
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Davidson Trust 2.2k $553k 0% Jun 2026
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D.A. Davidson & Co. 2.2k $540k 0% Jun 2026
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Chicago Partners Investment 2.1k $483k 0% Jun 2026
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Stifel Financial 2.1k $514k 48% Jun 2026
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Belvedere Trading 1.9k $0 -73% Jun 2026
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Park Avenue Securities 1.9k $474k -20% Jun 2026
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SCS Capital Management 1.9k $472k 0% Jun 2026
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GSG Advisors 1.8k $449k 0% Jun 2026
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AdvisorNet Financial 1.8k $446k 8% Jun 2026
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Orcam Financial Group 1.7k $436k 0% Jun 2026
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Signature Estate and Investment Advisors 1.7k $424k 9% Jun 2026
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Bridger Capital Management 1.7k $414k 100% Jun 2026
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Silver Oak Securities 1.6k $406k 0% Jun 2026
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Foster Group 1.5k $386k 0% Jun 2026
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Pensionmark Financial Group 1.5k $298k 0% Jun 2026
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Wealth Enhancement Advisory Services 1.5k $353k 100% Jun 2026
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Coquina Private Wealth 1.5k $370k 0% Jun 2026
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Payne Capital 1.5k $364k 0% Jun 2026
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Integrated Wealth Concepts 1.4k $438k 100% Jun 2026
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BNB Wealth Management 1.4k $353k 100% Jun 2026
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Stonehearth Capital Management 1.4k $348k -11% Jun 2026
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Prospera Financial Services 1.3k $334k 9% Jun 2026
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Pinnacle Financial Group, LLC / IL 1.3k $323k 9% Jun 2026
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Avant Capital 1.3k $320k 0% Jun 2026
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Alesco Advisors 1.3k $318k 0% Jun 2026
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Savant Capital Management 1.2k $283k 100% Jun 2026
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Huntington National Bank 1.2k $299k 0% Jun 2026
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Clark Wealth Partners 1.2k $298k -13% Jun 2026
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Clear Creek Financial Management 1.2k $296k 0% Jun 2026
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Perigon Wealth Management 1.2k $290k 0% Jun 2026
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TCG Advisory Services 1.1k $286k 100% Jun 2026
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Capital Analysts 1.1k $283k 23% Jun 2026
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J.w. Cole Advisors 1.1k $276k 100% Jun 2026
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Keybank National Association 1.1k $275k 0% Jun 2026
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Parallel Advisors 1.1k $275k 0% Jun 2026
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McCartney Wealth Management 1.0k $260k 0% Jun 2026
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Empirical Finance 1.0k $260k 0% Jun 2026
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Melfa Wealth Management 1.0k $254k -14% Jun 2026
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Who sold out of Vanguard Wellington Fd us momentum?

Fund or Company Name Date Sold Shares Held Valued At
Elevation Capital Advisory Mar 2026 5.7k $1.1M
Citadel Advisors Mar 2026 2.5k $494k
Tectonic Advisors Dec 2025 2.3k $447k
Riverview Trust Mar 2026 2.1k $419k
Susquehanna International Mar 2026 2.1k $405k
Soltis Investment Advisors Mar 2026 1.9k $372k
Two Sigma Securities Mar 2026 1.8k $348k
Apeiron RIA Mar 2026 1.0k $206k