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
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Quarterly reported holdings in Vanguard Wellington Fd us multifactor by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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