Vanguard Wellington Fd us multifactor shares owned by UMA Financial Services
Quarter-by-quarter ownership of Vanguard Wellington Fd us multifactor (VFMF) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services 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 UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Wellington Fd us multifactor by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $567k | 4.3k | 132.98 |
| 2024-06-30 | $568k | 4.4k | 130.14 |
| 2024-03-31 | $524k | 4.4k | 119.75 |
| 2023-12-31 | $509k | 4.4k | 116.05 |
| 2023-09-30 | $544k | 5.3k | 102.86 |
| 2023-06-30 | $622k | 6.0k | 104.33 |
| 2023-03-31 | $626k | 6.3k | 99.51 |
| 2022-12-31 | $875k | 8.5k | 102.78 |
| 2022-09-30 | $798k | 8.5k | 93.63 |
| 2022-06-30 | $782k | 8.0k | 97.49 |
| 2022-03-31 | $932k | 9.1k | 102.51 |
| 2021-12-31 | $884k | 8.2k | 107.32 |
| 2021-09-30 | $822k | 8.0k | 103.29 |
| 2021-06-30 | $774k | 7.9k | 98.36 |
| 2021-03-31 | $762k | 7.7k | 99.04 |
| 2020-12-31 | $742k | 8.1k | 91.67 |
| 2020-09-30 | $582k | 8.0k | 72.60 |
| 2020-06-30 | $584k | 7.9k | 73.64 |
| 2020-03-31 | $467k | 7.9k | 58.89 |
| 2019-12-31 | $633k | 7.8k | 81.62 |
| 2019-09-30 | $617k | 7.8k | 79.56 |
Top funds holding Vanguard Wellington Fd us multifactor
View all funds holding Vanguard Wellington Fd us multifactor