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 Excel
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 | 707k | $139M | 9% | Mar 2026 |
|
| Alan Leist III | 286k | $56M | 0% | Mar 2026 |
|
| Great Valley Advisor Group | 161k | $32M | 1% | Mar 2026 |
|
| Davidson Investment Advisors | 154k | $30M | 5% | Mar 2026 |
|
| LPL Financial | 152k | $30M | 8% | Mar 2026 |
|
| Raymond James Financial | 150k | $30M | 32% | Mar 2026 |
|
| Cabot Money Management | 118k | $23M | 3% | Mar 2026 |
|
| Anderson Hoagland & Co | 110k | $27M | -4% | Jun 2026 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 109k | $22M | 3% | Mar 2026 |
|
| Systelligence | 103k | $20M | -2% | Mar 2026 |
|
| Envestnet Asset Management | 92k | $18M | 9% | Mar 2026 |
|
| Cetera Investment Advisers | 76k | $15M | -12% | Mar 2026 |
|
| Win Advisors | 56k | $11M | 327% | Mar 2026 |
|
| Financial Partners Group | 53k | $10M | 7% | Mar 2026 |
|
| Armbruster Capital Management | 48k | $12M | -4% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 44k | $8.7M | 112% | Mar 2026 |
|
| UBS Group | 43k | $8.5M | 1% | Mar 2026 |
|
| Wiley Bros.-aintree Capital | 39k | $7.8M | 51% | Mar 2026 |
|
| Goss Wealth Management | 38k | $7.4M | 13% | Mar 2026 |
|
| Builder Investment Group | 34k | $8.4M | 183% | Jun 2026 |
|
| Bank of America Corporation | 33k | $6.6M | 100% | Mar 2026 |
|
| Hobart Private Capital | 32k | $8.1M | 1% | Jun 2026 |
|
| Private Advisor | 30k | $5.9M | -7% | Mar 2026 |
|
| Stratos Wealth Advisors | 27k | $5.4M | 8% | Mar 2026 |
|
| Lincoln Capital | 27k | $6.6M | 3% | Jun 2026 |
|
| Commonwealth Equity Services | 24k | $4.7M | 21% | Mar 2026 |
|
| Merit Financial Group | 21k | $5.2M | -21% | Jun 2026 |
|
| Royal Bank of Canada | 21k | $3.9M | 100% | Mar 2026 |
|
| Betterment | 21k | $4.1M | -1% | Mar 2026 |
|
| Umb Bank N A | 20k | $3.8M | 1% | Mar 2026 |
|
| Financial Freedom | 19k | $3.8M | 4% | Mar 2026 |
|
| Advisor Group Holdings | 16k | $3.2M | -25% | Mar 2026 |
|
| Wilkins Miller Wealth Management | 14k | $2.8M | 3% | Mar 2026 |
|
| Wedbush Morgan Securities | 14k | $2.8M | 27% | Mar 2026 |
|
| Kestra Advisory Services | 14k | $2.7M | 4% | Mar 2026 |
|
| Mariner Wealth Advisors | 14k | $2.7M | 442% | Mar 2026 |
|
| Redhawk Wealth Advisors | 13k | $3.2M | -42% | Jun 2026 |
|
| Nova R Wealth | 12k | $3.0M | -1% | Jun 2026 |
|
| Farther Finance Advisors | 11k | $2.8M | -25% | Jun 2026 |
|
| Archford Capital Strategies | 10k | $2.6M | 13% | Jun 2026 |
|
| Compass Ion Advisors | 10k | $2.0M | 26% | Mar 2026 |
|
| Janney Montgomery Scott | 10k | $2.0M | 9% | Mar 2026 |
|
| Ieq Capital | 10k | $2.0M | 23% | Mar 2026 |
|
| International Assets Investment Management | 9.3k | $1.9M | 1% | Mar 2026 |
|
| Aspect Partners | 9.3k | $2.3M | -5% | Jun 2026 |
|
| Valued Retirements | 8.6k | $1.7M | 3% | Mar 2026 |
|
| Caitlin John | 8.2k | $1.6M | -10% | Mar 2026 |
|
| IAM Advisory | 8.1k | $1.6M | -2% | Mar 2026 |
|
| Thoroughbred Financial Services | 7.8k | $1.5M | 27% | Mar 2026 |
|
| Nova Wealth Management | 7.7k | $1.5M | -1% | Mar 2026 |
|
| PFG Advisors | 7.7k | $1.9M | 11% | Jun 2026 |
|
| BLB^B Advisors | 7.3k | $1.4M | 0% | Mar 2026 |
|
| Fifth Third Bancorp | 7.2k | $1.4M | 100% | Mar 2026 |
|
| Blom & Howell Financial Planning | 7.0k | $1.4M | 12% | Mar 2026 |
|
| Belvedere Trading | 7.0k | $1.4M | 100% | Mar 2026 |
|
| TFB Advisors | 6.9k | $1.4M | 19% | Mar 2026 |
|
| Jane Street | 6.8k | $1.3M | 155% | Mar 2026 |
|
| Equitable Holdings | 6.0k | $1.1M | 372% | Mar 2026 |
|
| Quantinno Capital Management | 5.9k | $1.2M | 382% | Mar 2026 |
|
| Hartland & Co | 5.9k | $1.2M | -17% | Mar 2026 |
|
| Mercer Global Advisors | 5.7k | $1.1M | 14% | Mar 2026 |
|
| Elevation Capital Advisory | 5.7k | $1.1M | 100% | Mar 2026 |
|
| Buckingham Strategic Partners | 5.7k | $1.1M | 0% | Mar 2026 |
|
| Odyssey Capital Advisors | 5.0k | $989k | -10% | Mar 2026 |
|
| Mml Investors Services | 5.0k | $984k | 25% | Mar 2026 |
|
| O'shaughnessy Asset Management | 4.7k | $931k | 3% | Mar 2026 |
|
| Hrt Financial | 4.6k | $909k | 100% | Mar 2026 |
|
| Harbour Investments | 4.4k | $866k | 4% | Mar 2026 |
|
| Apollon Wealth Management | 4.2k | $820k | 6% | Mar 2026 |
|
| Kathmere Capital Management | 3.8k | $757k | 0% | Mar 2026 |
|
| Redwood Family Wealth | 3.8k | $739k | -2% | Mar 2026 |
|
| Principal Securities | 3.7k | $729k | -1% | Mar 2026 |
|
| Benjamin Edwards | 3.6k | $703k | 100% | Mar 2026 |
|
| Wealthcare Advisory Partners | 3.5k | $876k | -3% | Jun 2026 |
|
| Sagespring Wealth Partners | 3.5k | $691k | 1% | Mar 2026 |
|
| Belpointe Asset Management | 3.5k | $688k | 212% | Mar 2026 |
|
| Diversify Wealth Management | 3.5k | $755k | 100% | Mar 2026 |
|
| Smith, Moore & Co. | 3.4k | $667k | -6% | Mar 2026 |
|
| United Advisor Group | 3.3k | $651k | 0% | Mar 2026 |
|
| Resources Investment Advisors | 3.3k | $644k | -1% | Mar 2026 |
|
| Creative Planning | 3.2k | $627k | 69% | Mar 2026 |
|
| Breakwater Capital Group | 3.1k | $777k | -17% | Jun 2026 |
|
| Lazari Capital Management | 3.1k | $608k | 0% | Mar 2026 |
|
| Signal Advisors Wealth | 2.9k | $580k | -9% | Mar 2026 |
|
| Advisory Services Network | 2.9k | $571k | 2% | Mar 2026 |
|
| HPM Partners | 2.8k | $555k | 5% | Mar 2026 |
|
| Change Path | 2.5k | $497k | 0% | Mar 2026 |
|
| Citadel Advisors | 2.5k | $494k | 100% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 2.5k | $488k | -9% | Mar 2026 |
|
| Partners Wealth Management | 2.4k | $481k | -1% | Mar 2026 |
|
| Pacific Sun Financial Corp | 2.4k | $478k | 13% | Mar 2026 |
|
| Concurrent Investment Advisors | 2.4k | $476k | 6% | Mar 2026 |
|
| Morgan Stanley | 2.4k | $477k | 7% | Mar 2026 |
|
| Harbor Asset Planning | 2.4k | $476k | 247% | Mar 2026 |
|
| Warren Averett Asset Management | 2.4k | $476k | 0% | Mar 2026 |
|
| Park Avenue Securities | 2.4k | $467k | -10% | Mar 2026 |
|
| Arkadios Wealth Advisors | 2.4k | $466k | 5% | Mar 2026 |
|
| Virtus Family Office | 2.4k | $465k | 0% | Mar 2026 |
|
| Seed Wealth Management | 2.3k | $459k | 0% | Mar 2026 |
|
| Flagship Wealth Advisors | 2.3k | $388k | 0% | Mar 2026 |
|
| Davidson Trust | 2.2k | $437k | 0% | Mar 2026 |
|
| WealthCare Investment Partners | 2.2k | $439k | 100% | Mar 2026 |
|
| D.A. Davidson & Co. | 2.2k | $427k | 100% | Mar 2026 |
|
| Riverview Trust | 2.1k | $419k | 0% | Mar 2026 |
|
| Chicago Partners Investment | 2.1k | $458k | 0% | Mar 2026 |
|
| Susquehanna International | 2.1k | $405k | -12% | Mar 2026 |
|
| SCS Capital Management | 1.9k | $373k | 0% | Mar 2026 |
|
| Soltis Investment Advisors | 1.9k | $372k | -38% | Mar 2026 |
|
| GSG Advisors | 1.8k | $355k | 0% | Mar 2026 |
|
| Holistic Planning | 1.8k | $352k | 100% | Mar 2026 |
|
| Two Sigma Securities | 1.8k | $348k | 100% | Mar 2026 |
|
| Orcam Financial Group | 1.7k | $344k | 0% | Mar 2026 |
|
| AdvisorNet Financial | 1.7k | $328k | 4% | Mar 2026 |
|
| Bridger Capital Management | 1.7k | $414k | 100% | Jun 2026 |
|
| Robertson Stephens Wealth Management | 1.7k | $327k | 10% | Mar 2026 |
|
| Silver Oak Securities | 1.6k | $320k | 0% | Mar 2026 |
|
| Signature Estate and Investment Advisors | 1.6k | $308k | 2% | Mar 2026 |
|
| Foster Group | 1.5k | $386k | 0% | Jun 2026 |
|
| Pensionmark Financial Group | 1.5k | $298k | 100% | Mar 2026 |
|
| Coquina Private Wealth | 1.5k | $293k | 0% | Mar 2026 |
|
| Payne Capital | 1.5k | $288k | 100% | Mar 2026 |
|
| Stonehearth Capital Management | 1.4k | $348k | -11% | Jun 2026 |
|
| Stifel Financial | 1.4k | $274k | -1% | Mar 2026 |
|
| Clark Wealth Partners | 1.4k | $271k | -31% | Mar 2026 |
|
| Avant Capital | 1.3k | $252k | 0% | Mar 2026 |
|
| Alesco Advisors | 1.3k | $251k | 0% | Mar 2026 |
|
| Prospera Financial Services | 1.2k | $241k | -1% | Mar 2026 |
|
| Huntington National Bank | 1.2k | $237k | 100% | Mar 2026 |
|
| Pinnacle Financial Group, LLC / IL | 1.2k | $234k | 100% | Mar 2026 |
|
| Clear Creek Financial Management | 1.2k | $233k | 0% | Mar 2026 |
|
| Melfa Wealth Management | 1.2k | $232k | -1% | Mar 2026 |
|
| Perigon Wealth Management | 1.2k | $229k | 0% | Mar 2026 |
|
| Keybank National Association | 1.1k | $217k | 0% | Mar 2026 |
|
| Parallel Advisors | 1.1k | $217k | 0% | Mar 2026 |
|
| McCartney Wealth Management | 1.0k | $205k | 100% | Mar 2026 |
|
| Empirical Finance | 1.0k | $205k | 100% | Mar 2026 |
|
| Flow Traders US | 1.0k | $203k | 100% | Mar 2026 |
|
| Fulcrum Equity Management | 980.00 | $245k | 100% | Jun 2026 |
|
| Capital Analysts | 921.00 | $181k | 125% | Mar 2026 |
|
| City State Bank | 600.00 | $118k | 15% | Mar 2026 |
|
| High Note Wealth | 477.00 | $94k | 0% | Mar 2026 |
|
| Pnc Financial Services | 400.00 | $79k | 0% | Mar 2026 |
|
| Strategic Wealth Partners | 352.00 | $69k | 0% | Mar 2026 |
|
| Steward Partners Investment Advisory | 350.00 | $69k | 100% | Mar 2026 |
|
| North Star Investment Management | 325.00 | $64k | 0% | Mar 2026 |
|
| Vanguard Advisers | 281.00 | $55k | 100% | Mar 2026 |
|
| Geneos Wealth Management | 208.00 | $41k | -14% | Mar 2026 |
|
| Parkside Financial Bank & Trust | 202.00 | $40k | -6% | Mar 2026 |
|
| Versant Capital Management | 141.00 | $35k | 0% | Jun 2026 |
|
| Barrett & Company | 125.00 | $25k | 0% | Mar 2026 |
|
Who sold out of Vanguard Wellington Fd us momentum?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2025 | 30k | $5.7M |
| Toroso Investments | Dec 2025 | 11k | $2.0M |
| Oppenheimer & Co | Dec 2025 | 6.6k | $1.3M |
| Diversify Advisory Services | Dec 2025 | 3.7k | $759k |
| Old Mission Capital | Dec 2025 | 3.0k | $568k |
| Tectonic Advisors | Dec 2025 | 2.3k | $447k |
| CLS Investments | Dec 2025 | 2.0k | $381k |
| Wealth Enhancement Advisory Services | Dec 2025 | 1.7k | $333k |
| Kestra Private Wealth Services | Dec 2025 | 1.3k | $257k |
| Apeiron RIA | Mar 2026 | 1.0k | $206k |
| Federation des caisses Desjardins du Quebec | Dec 2025 | 535.00 | $102k |
| Tower Research Capital | Dec 2025 | 470.00 | $90k |