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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
2024-03-31 $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

More positions owned by Private Trust Co Na

Microsoft Corporation (MSFT)
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Spdr S&p 500 Etf (SPY)
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NVIDIA Corporation (NVDA)
iShares S&P 500 Index (IVV)
Alphabet Inc Class A cs (GOOGL)
Vanguard Total Stock Market ETF (VTI)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Procter & Gamble Company (PG)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Europe Pacific ETF (VEA)
Exxon Mobil Corporation (XOM)
iShares S&P MidCap 400 Index (IJH)

View all positions for Private Trust Co Na

Top funds holding Vanguard Wellington Fd us multifactor

Anderson Hoagland & Co
Opus Capital Group
Umb Bank N A
Commonwealth Equity Services
Geneos Wealth Management
Absolute Capital Management
Baron Silver Stevens Financial Advisors
Walkner Condon Financial Advisors
Bank of New York Mellon
Mercer Global Advisors
Cedar Point Capital Partners
Royal Bank of Canada
Raymond James Financial Services Advisors
Seed Wealth Management
Raymond James & Associates

View all funds holding Vanguard Wellington Fd us multifactor