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Vanguard Wellington Fd us multifactor shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 38k 130.39
2024-06-30 $4.5M 37k 122.41
2024-03-31 $4.6M 37k 126.89
2023-09-30 $571k 5.5k 103.26
2023-06-30 $544k 5.2k 103.91
2023-03-31 $530k 5.3k 99.10
2022-12-31 $1.5M 16k 98.83
2022-09-30 $334k 3.8k 87.89

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

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