Institutional Ownership
Vanguard Wellington Fd
CUSIP 921935508US MOMENTUMVFMOQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
168
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ritholtz Wealth Management | 707.2K | $139.39M |
| 2 | Strategic Financial Services, Inc. | 285.5K | $56.28M |
| 3 | Great Valley Advisor Group, Inc. | 160.6K | $31.66M |
| 4 | Davidson Investment Advisors | 153.5K | $30.26M |
| 5 | Lpl Financial LLC | 151.9K | $29.93M |
| 6 | Raymond James Financial Inc | 150.0K | $29.57M |
| 7 | Cabot Wealth Management Inc | 117.5K | $23.16M |
| 8 | Anderson Hoagland & Co | 114.2K | $22.51M |
| 9 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 109.2K | $21.53M |
| 10 | Systelligence, LLC | 103.0K | $20.31M |