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Vanguard Wellington Fd us minimum shares owned by LPL Financial

Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Vanguard Wellington Fd us minimum

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us minimum held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us minimum by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 13k 111.89
2023-09-30 $953k 9.9k 96.17
2023-06-30 $1.8M 19k 99.78
2023-03-31 $914k 9.3k 98.38
2022-12-31 $817k 8.3k 98.38
2022-09-30 $285k 3.2k 89.03
2022-06-30 $257k 2.7k 96.40

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

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