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Vanguard Wellington Fd us momentum shares owned by HighTower Advisors

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

Historical chart of HighTower Advisors investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by HighTower Advisors 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 HighTower Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $475k 3.1k 151.52
2023-12-31 $483k 3.7k 131.21
2023-09-30 $426k 3.8k 113.54
2023-06-30 $484k 4.0k 121.00
2023-03-31 $279k 2.5k 112.73

More positions owned by HighTower Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Visa Com Cl A (V)

View all positions for HighTower Advisors

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