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Vanguard Wellington Fd us multifactor shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $217k 1.8k 122.43
2024-03-31 $218k 1.7k 126.91

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Microsoft Corporation (MSFT)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Pensionmark Financial Group

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