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Vanguard Wellington Fd us momentum shares owned by Win Advisors

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

Historical chart of Win Advisors 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 Win 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 Win Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.5M 50k 151.28

More positions owned by Win Advisors

Ishares Tr Core S&p Us Gwt (IUSG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Msci Usa Mmentm (MTUM)
First Trust Lrgcp Gwt Alphad Com Shs (FTC)
American Centy Etf Tr Us Quality Grow (QGRO)
Spdr Ser Tr Nyse Tech Etf (XNTK)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Wellington Us Momentum (VFMO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)

View all positions for Win 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