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Vanguard Wellington Fd us multifactor shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax Wealth Management 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 Brass Tax Wealth Management 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 166k 144.27

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
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Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

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