Vanguard Wellington Fd us momentum shares owned by LPL Financial
Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Vanguard Wellington Fd us momentum
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Quarterly reported holdings in Vanguard Wellington Fd us momentum by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.9M | 39k | 151.28 |
| 2023-09-30 | $3.7M | 32k | 113.39 |
| 2023-06-30 | $3.7M | 31k | 121.24 |
| 2023-03-31 | $3.4M | 30k | 112.54 |
| 2022-12-31 | $2.8M | 24k | 114.06 |
| 2022-09-30 | $2.1M | 20k | 105.78 |
| 2022-06-30 | $943k | 8.8k | 106.63 |
| 2022-03-31 | $493k | 3.9k | 126.44 |
| 2021-12-31 | $528k | 4.0k | 133.23 |
| 2021-09-30 | $487k | 3.8k | 128.50 |
| 2021-06-30 | $627k | 4.8k | 131.58 |
| 2021-03-31 | $591k | 4.8k | 123.82 |
| 2020-12-31 | $404k | 3.6k | 112.63 |
| 2020-09-30 | $305k | 3.2k | 94.84 |
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