Private Trust Co Na »

Vanguard Wellington Fd us multifactor shares owned by Private Trust Co Na

Quarter-by-quarter ownership of Vanguard Wellington Fd us multifactor (VFMF) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in Vanguard Wellington Fd us multifactor

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All positions including Vanguard Wellington Fd us multifactor held by Private Trust Co Na 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 Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2024-06-30 $61k 500 122.41
2024-03-31 $63k 500 126.89
2023-12-31 $57k 500 114.85
2023-09-30 $52k 500 103.26
2023-06-30 $31k 300 103.91

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View all positions for Private Trust Co Na

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