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Vanguard Wellington Fd us multifactor shares owned by Barnes Pettey Financial Advisors

Quarter-by-quarter ownership of Vanguard Wellington Fd us multifactor (VFMF) shares owned by Barnes Pettey Financial Advisors from 13F filings

Historical chart of Barnes Pettey Financial Advisors 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 Barnes Pettey Financial Advisors 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 Barnes Pettey Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 13k 144.28
2025-06-30 $1.7M 13k 134.50
2025-03-31 $1.5M 12k 126.31
2024-12-31 $358k 2.7k 130.58

More positions owned by Barnes Pettey Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
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Capital Group Dividend Value Shs Creation Uni (CGDV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wal-Mart Stores (WMT)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Raymond James Financial (RJF)
Microsoft Corporation (MSFT)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Alps Etf Tr Oshares Us Smlcp (OUSM)

View all positions for Barnes Pettey Financial Advisors

Top funds holding Vanguard Wellington Fd us multifactor

Anderson Hoagland & Co
Envestnet Asset Management
Brass Tax Wealth Management
Great Valley Advisor Group
Opus Capital Group
Cambridge Investment Research Advisors
LPL Financial
Umb Bank N A
Geneos Wealth Management
Raymond James Financial
Baron Silver Stevens Financial Advisors
Victory Financial Group
Partners in Financial Planning
Walkner Condon Financial Advisors
Advisor Group Holdings

View all funds holding Vanguard Wellington Fd us multifactor