VANGUARD WELLINGTON FD US MOMENTUM is a security (CUSIP 921935508) tracked across SEC portfolio filings. 189 institutional managers reported $704.4M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $3.6M via N-PORT as of 2026-03-31.
Showing 15 of 189 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | NEW YORK, NY | $139.4M | 707,199 |
| Strategic Financial Services, Inc, | UTICA, NY | $56.3M | 285,538 |
| DAVIDSON INVESTMENT ADVISORS | GREAT FALLS, MT | $39.0M | 156,341 |
| GREAT VALLEY ADVISOR GROUP, INC. | WILMINGTON, DE | $31.7M | 160,647 |
| LPL Financial LLC | FORT MILL, SC | $29.9M | 151,875 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $29.6M | 150,035 |
| ANDERSON HOAGLAND & CO | ST LOUIS, MO | $27.4M | 109,865 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Seattle, WA | $26.0M | 104,019 |
| Systelligence, LLC | BLOOMINGTON, MN | $23.3M | 93,485 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $21.0M | 84,133 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $14.9M | 75,468 |
| WIN ADVISORS, INC | PALM BEACH GARDENS, FL | $13.4M | 53,521 |
| Financial Partners Group, Inc | Overland Park, KS | $13.3M | 53,315 |
| CABOT WEALTH MANAGEMENT INC | BEVERLY, MA | $12.5M | 50,284 |
| Armbruster Capital Management, Inc. | PITTSFORD, NY | $11.9M | 47,516 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| The E-Valuator Moderate (50%-70%) RMS Fund | E-Valuator Funds Trust | $3.6M | 248.79% |