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Vanguard Wellington Fd us multifactor shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree 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 Cherry Tree 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 Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $230k 2.0k 114.85
2023-09-30 $211k 2.0k 103.26
2023-06-30 $213k 2.0k 103.91

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Cherry Tree Wealth Management

Top funds holding Vanguard Wellington Fd us multifactor

Anderson Hoagland & Co
Opus Capital Group
Umb Bank N A
Commonwealth Equity Services
Geneos Wealth Management
Absolute Capital Management
Baron Silver Stevens Financial Advisors
Walkner Condon Financial Advisors
Bank of New York Mellon
Mercer Global Advisors
Cedar Point Capital Partners
Royal Bank of Canada
Raymond James Financial Services Advisors
Seed Wealth Management
Raymond James & Associates

View all funds holding Vanguard Wellington Fd us multifactor