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Vanguard Wellington Fd us momentum shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory Group 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 Journey Advisory Group 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 Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 33k 131.29
2023-09-30 $3.4M 30k 113.39
2023-06-30 $3.2M 26k 121.24
2023-03-31 $2.9M 26k 112.54

More positions owned by Journey Advisory Group

Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)

View all positions for Journey Advisory Group

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