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Vanguard Wellington Fd us multifactor shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services 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 Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $207k 1.5k 134.50
2025-03-31 $321k 2.5k 126.31
2024-12-31 $258k 2.0k 130.58

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View all positions for Kestra Private Wealth Services

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