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Vanguard Wellington Fd us multifactor shares owned by Per Stirling Capital Management

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

Historical chart of Per Stirling Capital 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 Per Stirling Capital 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 Per Stirling Capital Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $10M 82k 126.31
2024-12-31 $10M 79k 130.58
2024-09-30 $10M 77k 130.40

More positions owned by Per Stirling Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr S&p 500 Val Etf (IVE)
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchange-traded Intermediate Dur (FIIG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Per Stirling Capital Management

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