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Vanguard Wellington Fd us multifactor shares owned by Geneos Wealth Management

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

Historical chart of Geneos 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 Geneos 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 16k 122.41
2024-03-31 $3.1M 25k 126.89
2023-12-31 $3.1M 27k 114.85
2023-09-30 $3.1M 30k 103.26
2023-06-30 $3.3M 32k 103.91
2023-03-31 $3.1M 31k 99.10
2021-12-31 $150k 1.4k 106.61
2021-09-30 $70k 695 100.72