Baer Investment Advisory »

Vanguard Wellington Fd us multifactor shares owned by Baer Investment Advisory

Quarter-by-quarter ownership of Vanguard Wellington Fd us multifactor (VFMF) shares owned by Baer Investment Advisory from 13F filings

Historical chart of Baer Investment Advisory 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 Baer Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington Fd us multifactor by Baer Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 15k 155.08

More positions owned by Baer Investment Advisory

Taiwan Semiconductor Manufac Call Call Option
Nvidia Corporation Call Call Option
Amazon (AMZN)
Curtiss-Wright (CW)
Emcor (EME)
Deere & Company (DE)
Ferrari Nv Ord (RACE)
Analog Devices (ADI)
Ecolab (ECL)
Amphenol Corp Cl A (APH)
Netflix (NFLX)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Texas Instruments Incorporated (TXN)
International Business Machines (IBM)

View all positions for Baer Investment Advisory

Top funds holding Vanguard Wellington Fd us multifactor

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

View all funds holding Vanguard Wellington Fd us multifactor