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Vanguard Wellington Fd us multifactor shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of Vanguard Wellington Fd us multifactor (VFMF) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 22k 130.39
2024-06-30 $2.4M 19k 122.41
2024-03-31 $1.9M 15k 126.89
2023-12-31 $1.3M 11k 114.85
2023-09-30 $629k 6.1k 103.26
2023-06-30 $396k 3.8k 103.91

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Walkner Condon Financial Advisors

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