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Vanguard Wellington Fd us multifactor shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $801k 5.3k 150.72
2025-09-30 $311k 2.2k 144.27

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Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding Vanguard Wellington Fd us multifactor

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

View all funds holding Vanguard Wellington Fd us multifactor