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Vanguard Wellington Fd us multifactor shares owned by Glass Jacobson Investment Advisors

Quarter-by-quarter ownership of Vanguard Wellington Fd us multifactor (VFMF) shares owned by Glass Jacobson Investment Advisors from 13F filings

Historical chart of Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $27k 207 130.61
2024-06-30 $8.1k 66 122.83
2024-03-31 $8.4k 66 127.32

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Glass Jacobson Investment Advisors

Top funds holding Vanguard Wellington Fd us multifactor

Anderson Hoagland & Co
Envestnet Asset Management
Opus Capital Group
Per Stirling Capital Management
Raymond James & Associates
Umb Bank N A
LPL Financial
Walkner Condon Financial Advisors
Baron Silver Stevens Financial Advisors
Geneos Wealth Management
Royal Bank of Canada
Custom Portfolio Group
Bank of New York Mellon
Raymond James Financial Services Advisors
Commonwealth Equity Services

View all funds holding Vanguard Wellington Fd us multifactor