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Vanguard Wellington Fd us multifactor shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Vanguard Wellington Fd us multifactor (VFMF) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Vanguard Wellington Fd us multifactor

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us multifactor held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us multifactor by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $105k 591 177.00

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Vanguard Wellington Fd us multifactor

Anderson Hoagland & Co
Systelligence
Envestnet Asset Management
LPL Financial
Opus Capital Group
Cambridge Investment Research Advisors
Umb Bank N A
Raymond James Financial
Storen Legacy Partners
Rooted Wealth Advisors
Geneos Wealth Management
Baron Silver Stevens Financial Advisors
Advisortrust Partners
Advisor Group Holdings
Royal Bank of Canada

View all funds holding Vanguard Wellington Fd us multifactor