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Vanguard Wellington Fd us momentum shares owned by Barrett & Company

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Barrett & Company from 13F filings

Historical chart of Barrett & Company investment in Vanguard Wellington Fd us momentum

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us momentum held by Barrett & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us momentum by Barrett & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $19k 125 151.28
2023-12-31 $16k 125 131.29
2023-09-30 $14k 125 113.39
2023-06-30 $15k 125 121.25
2023-03-31 $14k 125 112.54
2022-12-31 $14k 125 114.06
2022-09-30 $14k 125 114.06

More positions owned by Barrett & Company

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Exponential Tech (XT)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Barrett & Company

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
Anderson Hoagland & Co
Cabot Money Management
Davidson Investment Advisors
Schulz Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Symmetry Partner
Win Advisors
Armbruster Capital Management
Lincoln Capital
Journey Advisory Group
Frisch Financial Group
Umb Bank N A
Great Valley Advisor Group

View all funds holding Vanguard Wellington Fd us momentum