Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US MOMENTUM
-
Total 13F shares
-
3,046,434
-
Share change
-
-252,425
-
Total reported value
-
$587,421,695
-
Price per share
-
$191.25
-
Number of holders
-
155
-
Value change
-
-$48,404,775
-
Number of buys
-
83
-
Number of sells
-
47
Institutional Holders of VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) as of Q4 2025
As of 31 Dec 2025,
VANGUARD WELLINGTON FD - US MOMENTUM (VFMO) was held by
155 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,046,434 shares.
The largest 10 holders included
RITHOLTZ WEALTH MANAGEMENT, Strategic Financial Services, Inc., GREAT VALLEY ADVISOR GROUP, INC., DAVIDSON INVESTMENT ADVISORS, LPL Financial LLC, CABOT WEALTH MANAGEMENT INC, ANDERSON HOAGLAND & CO, RAYMOND JAMES FINANCIAL INC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, and Systelligence, LLC.
This page lists
155
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.