# VANGUARD WELLINGTON FD US MOMENTUM

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.

## Summary

- Issuer: VANGUARD WELLINGTON FD
- Class: US MOMENTUM
- CUSIP: 921935508
- Asset category: OTHER
- 13F holders: 189
- 13F value: $704.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $3.6M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_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,](https://search.stillhousedata.com/firm/109677) | 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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $29.9M | 151,875 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $29.6M | 150,035 |
| [ANDERSON HOAGLAND & CO](https://search.stillhousedata.com/firm/105157) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $14.9M | 75,468 |
| [WIN ADVISORS, INC](https://search.stillhousedata.com/firm/300351) | PALM BEACH GARDENS, FL | $13.4M | 53,521 |
| [Financial Partners Group, Inc](https://search.stillhousedata.com/firm/288644) | Overland Park, KS | $13.3M | 53,315 |
| [CABOT WEALTH MANAGEMENT INC](https://search.stillhousedata.com/firm/107327) | BEVERLY, MA | $12.5M | 50,284 |
| [Armbruster Capital Management, Inc.](https://search.stillhousedata.com/firm/151590) | PITTSFORD, NY | $11.9M | 47,516 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [The E-Valuator Moderate (50%-70%) RMS Fund](https://search.stillhousedata.com/fund/S000070063) | E-Valuator Funds Trust | $3.6M | 248.79% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/921935508.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.