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Vanguard Wellington Fd us multifactor shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth 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 Bogart Wealth 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 Bogart Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $72k 500 144.27
2025-06-30 $67k 500 134.50
2025-03-31 $32k 250 126.31

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Exxon Mobil Corp Stock (XOM)
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Ishares Msci Acwi Etf Etf (ACWI)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

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