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 | 707k | $139M | 9% | Mar 2026 |
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| Alan Leist III | 286k | $56M | 0% | Mar 2026 |
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| Great Valley Advisor Group | 161k | $32M | 1% | Mar 2026 |
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| Davidson Investment Advisors | 154k | $30M | 5% | Mar 2026 |
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| LPL Financial | 152k | $30M | 8% | Mar 2026 |
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| Cabot Money Management | 118k | $23M | 3% | Mar 2026 |
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| Anderson Hoagland & Co | 114k | $23M | 0% | Mar 2026 |
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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 | 109k | $22M | 3% | Mar 2026 |
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| Systelligence | 103k | $20M | -2% | Mar 2026 |
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| Envestnet Asset Management | 92k | $18M | 9% | Mar 2026 |
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| Cetera Investment Advisers | 76k | $15M | -12% | Mar 2026 |
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| Win Advisors | 56k | $11M | 327% | Mar 2026 |
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| Financial Partners Group | 53k | $10M | 7% | Mar 2026 |
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| Armbruster Capital Management | 50k | $9.8M | 10% | Mar 2026 |
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| Cambridge Investment Research Advisors | 44k | $8.7M | 112% | Mar 2026 |
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| UBS Group | 43k | $8.5M | 1% | Mar 2026 |
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| Goss Wealth Management | 38k | $7.4M | 13% | Mar 2026 |
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| Bank of America Corporation | 33k | $6.6M | 100% | Mar 2026 |
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| Hobart Private Capital | 32k | $6.3M | 2% | Mar 2026 |
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| Private Advisor | 30k | $5.9M | -7% | Mar 2026 |
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| Stratos Wealth Advisors | 27k | $5.4M | 8% | Mar 2026 |
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| Merit Financial Group | 27k | $5.2M | -1% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 26k | $5.0M | 42% | Dec 2025 |
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| Lincoln Capital | 26k | $5.1M | -1% | Mar 2026 |
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| Commonwealth Equity Services | 24k | $4.7M | 21% | Mar 2026 |
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| Redhawk Wealth Advisors | 22k | $4.3M | -3% | Mar 2026 |
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| Advisor Group Holdings | 21k | $4.1M | 11% | Dec 2025 |
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| Royal Bank of Canada | 21k | $3.9M | 379% | Mar 2026 |
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| Betterment | 21k | $4.0M | 1% | Dec 2025 |
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| Umb Bank N A | 20k | $3.8M | 1% | Mar 2026 |
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| Financial Freedom | 19k | $3.8M | 4% | Mar 2026 |
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| Farther Finance Advisors | 15k | $3.0M | 1% | Mar 2026 |
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| Wilkins Miller Wealth Management | 14k | $2.8M | 3% | Mar 2026 |
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| Wedbush Morgan Securities | 14k | $2.8M | 27% | Mar 2026 |
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| Kestra Advisory Services | 14k | $2.7M | 4% | Mar 2026 |
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| Mariner Wealth Advisors | 14k | $2.7M | 442% | Mar 2026 |
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| Nova R Wealth | 12k | $2.4M | 0% | Mar 2026 |
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| Builder Investment Group | 12k | $2.3M | 100% | Mar 2026 |
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| Compass Ion Advisors | 10k | $2.0M | 26% | Mar 2026 |
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| Janney Montgomery Scott | 10k | $2.0M | 9% | Mar 2026 |
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| Aspect Partners | 9.8k | $1.9M | 3% | Mar 2026 |
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| International Assets Investment Management | 9.3k | $1.9M | 1% | Mar 2026 |
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| Archford Capital Strategies | 9.2k | $1.8M | 100% | Mar 2026 |
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| Valued Retirements | 8.6k | $1.7M | 3% | Mar 2026 |
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| Caitlin John | 8.2k | $1.6M | -10% | Mar 2026 |
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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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| IAM Advisory | 8.1k | $1.6M | -2% | Mar 2026 |
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| Thoroughbred Financial Services | 7.8k | $1.5M | 27% | Mar 2026 |
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| Nova Wealth Management | 7.7k | $1.5M | -1% | Mar 2026 |
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| BLB^B Advisors | 7.3k | $1.4M | 0% | Mar 2026 |
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| Fifth Third Bancorp | 7.2k | $1.4M | 100% | Mar 2026 |
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| Belvedere Trading | 7.0k | $1.4M | 100% | Mar 2026 |
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| PFG Advisors | 6.9k | $1.4M | 7% | Mar 2026 |
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| TFB Advisors | 6.9k | $1.4M | 19% | Mar 2026 |
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| Jane Street | 6.8k | $1.3M | 155% | Mar 2026 |
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| Equitable Holdings | 6.0k | $1.1M | 372% | Mar 2026 |
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| Quantinno Capital Management | 5.9k | $1.2M | 382% | Mar 2026 |
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| Hartland & Co | 5.9k | $1.2M | -17% | Mar 2026 |
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| Mercer Global Advisors | 5.7k | $1.1M | 14% | Mar 2026 |
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| Elevation Capital Advisory | 5.7k | $1.1M | 100% | Mar 2026 |
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| Buckingham Strategic Partners | 5.7k | $1.1M | 0% | Mar 2026 |
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| Odyssey Capital Advisors | 5.0k | $989k | -10% | Mar 2026 |
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| Mml Investors Services | 5.0k | $984k | 25% | Mar 2026 |
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| Global Retirement Partners | 4.7k | $906k | -3% | Dec 2025 |
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| O'shaughnessy Asset Management | 4.7k | $931k | 3% | Mar 2026 |
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| Hrt Financial | 4.6k | $909k | 100% | Mar 2026 |
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| Harbour Investments | 4.4k | $866k | 4% | Mar 2026 |
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| Apollon Wealth Management | 4.2k | $820k | 6% | Mar 2026 |
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| Kathmere Capital Management | 3.8k | $757k | 0% | Mar 2026 |
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| Breakwater Capital Group | 3.8k | $739k | 32% | Mar 2026 |
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| Redwood Family Wealth | 3.8k | $739k | -2% | Mar 2026 |
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| Principal Securities | 3.7k | $729k | -1% | Mar 2026 |
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| Wealthcare Advisory Partners | 3.6k | $713k | -30% | Mar 2026 |
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| Benjamin Edwards | 3.6k | $703k | 100% | Mar 2026 |
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| Sagespring Wealth Partners | 3.5k | $691k | 1% | Mar 2026 |
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| Belpointe Asset Management | 3.5k | $688k | 212% | Mar 2026 |
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| Diversify Wealth Management | 3.5k | $755k | 100% | Mar 2026 |
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| Smith, Moore & Co. | 3.4k | $667k | -6% | Mar 2026 |
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| United Advisor Group | 3.3k | $651k | 0% | Mar 2026 |
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| Resources Investment Advisors | 3.3k | $644k | -1% | Mar 2026 |
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| Creative Planning | 3.2k | $627k | 69% | Mar 2026 |
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| Lazari Capital Management | 3.1k | $608k | 0% | Mar 2026 |
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| Old Mission Capital | 3.0k | $568k | -56% | Dec 2025 |
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| Signal Advisors Wealth | 2.9k | $580k | -9% | Mar 2026 |
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| Advisory Services Network | 2.8k | $541k | -7% | Dec 2025 |
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| HPM Partners | 2.8k | $555k | 5% | Mar 2026 |
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| Change Path | 2.5k | $497k | 0% | Mar 2026 |
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| Citadel Advisors | 2.5k | $494k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.5k | $488k | -9% | Mar 2026 |
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| Partners Wealth Management | 2.4k | $481k | -1% | Mar 2026 |
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| Pacific Sun Financial Corp | 2.4k | $478k | 13% | Mar 2026 |
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| Concurrent Investment Advisors | 2.4k | $476k | 6% | Mar 2026 |
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| Morgan Stanley | 2.4k | $477k | 7% | Mar 2026 |
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| Harbor Asset Planning | 2.4k | $476k | 247% | Mar 2026 |
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| Warren Averett Asset Management | 2.4k | $461k | 0% | Dec 2025 |
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| Park Avenue Securities | 2.4k | $467k | -10% | Mar 2026 |
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| Arkadios Wealth Advisors | 2.4k | $466k | 5% | Mar 2026 |
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| Virtus Family Office | 2.4k | $465k | 0% | Mar 2026 |
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| Susquehanna International | 2.3k | $447k | 100% | Dec 2025 |
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| Seed Wealth Management | 2.3k | $459k | 0% | Mar 2026 |
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| Flagship Wealth Advisors | 2.3k | $388k | 0% | Mar 2026 |
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| Davidson Trust | 2.2k | $437k | 0% | Mar 2026 |
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| WealthCare Investment Partners | 2.2k | $439k | 100% | Mar 2026 |
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| D.A. Davidson & Co. | 2.2k | $427k | 100% | Mar 2026 |
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| Riverview Trust | 2.1k | $419k | 0% | Mar 2026 |
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| Chicago Partners Investment | 2.1k | $458k | 0% | Mar 2026 |
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| SCS Capital Management | 1.9k | $373k | 0% | Mar 2026 |
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| Soltis Investment Advisors | 1.9k | $372k | -38% | Mar 2026 |
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| GSG Advisors | 1.8k | $355k | 0% | Mar 2026 |
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| Holistic Planning | 1.8k | $352k | 100% | Mar 2026 |
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| Two Sigma Securities | 1.8k | $348k | 100% | Mar 2026 |
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| Orcam Financial Group | 1.7k | $344k | 0% | Mar 2026 |
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| AdvisorNet Financial | 1.7k | $328k | 4% | Mar 2026 |
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| Robertson Stephens Wealth Management | 1.7k | $327k | 10% | Mar 2026 |
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| Silver Oak Securities | 1.6k | $320k | 0% | Mar 2026 |
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| Signature Estate and Investment Advisors | 1.6k | $308k | 2% | Mar 2026 |
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| Stonehearth Capital Management | 1.6k | $307k | 0% | Mar 2026 |
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| Foster Group | 1.5k | $305k | 1% | Mar 2026 |
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| Pensionmark Financial Group | 1.5k | $298k | 100% | Mar 2026 |
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| Coquina Private Wealth | 1.5k | $293k | 0% | Mar 2026 |
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| Payne Capital | 1.5k | $288k | 100% | Mar 2026 |
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| Stifel Financial | 1.4k | $274k | -1% | Mar 2026 |
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| Clark Wealth Partners | 1.4k | $271k | -31% | Mar 2026 |
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| Avant Capital | 1.3k | $252k | 0% | Mar 2026 |
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| Alesco Advisors | 1.3k | $251k | 0% | Mar 2026 |
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| Prospera Financial Services | 1.2k | $241k | -1% | Mar 2026 |
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| BancorpSouth Bank | 1.2k | $230k | 0% | Dec 2025 |
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| Pinnacle Financial Group, LLC / IL | 1.2k | $234k | 100% | Mar 2026 |
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| Clear Creek Financial Management | 1.2k | $233k | 0% | Mar 2026 |
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| Melfa Wealth Management | 1.2k | $232k | -1% | Mar 2026 |
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| Perigon Wealth Management | 1.2k | $229k | 0% | Mar 2026 |
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| Keybank National Association | 1.1k | $217k | 0% | Mar 2026 |
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| Parallel Advisors | 1.1k | $217k | 0% | Mar 2026 |
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| Apeiron RIA | 1.0k | $206k | 0% | Mar 2026 |
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| McCartney Wealth Management | 1.0k | $205k | 100% | Mar 2026 |
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| Flow Traders US | 1.0k | $203k | 100% | Mar 2026 |
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| Capital Analysts | 921.00 | $181k | 125% | Mar 2026 |
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| City State Bank | 600.00 | $118k | 15% | Mar 2026 |
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| High Note Wealth | 477.00 | $94k | 0% | Mar 2026 |
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| Tower Research Capital | 470.00 | $90k | 100% | Dec 2025 |
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| Pnc Financial Services | 400.00 | $79k | 0% | Mar 2026 |
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| Western Wealth Management | 354.00 | $70k | 100% | Mar 2026 |
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| Strategic Wealth Partners | 352.00 | $69k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 350.00 | $69k | 100% | Mar 2026 |
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| North Star Investment Management | 325.00 | $64k | 0% | Mar 2026 |
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| Vanguard Advisers | 281.00 | $55k | 100% | Mar 2026 |
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| Geneos Wealth Management | 208.00 | $41k | -14% | Mar 2026 |
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| Parkside Financial Bank & Trust | 202.00 | $40k | -6% | Mar 2026 |
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| Versant Capital Management | 141.00 | $28k | 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 |
| 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 |
| Jpmorgan Chase & Co | Sep 2025 | 935.00 | $179k |
| Federation des caisses Desjardins du Quebec | Dec 2025 | 535.00 | $102k |