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Fidelity vlu factor etf shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $293k 4.2k 69.40
2026-03-31 $327k 4.2k 77.93
2025-12-31 $151k 2.1k 72.27

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Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Fidelity vlu factor etf

Envestnet Asset Management
FMR
High Probability Advisors
Dynamic Advisors Solutions
Cetera Investment Advisers
LPL Financial
Royal Bank of Canada
MAI Wealth Advisors
Commonwealth Equity Services
Advisor Group Holdings
Jpmorgan Chase & Co
Merit Financial Group
Beacon Advisors Holdings
Bank of America Corporation
Kestra Advisory Services

View all funds holding Fidelity vlu factor etf