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Vanguard Wellington Fd us momentum shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $467k 3.1k 151.29
2023-12-31 $396k 3.0k 131.29

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

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