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Vanguard Wellington Fd us multifactor shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth 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 Wingate Wealth 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 Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $207k 1.2k 178.57

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Vanguard Specialized Funds Div App Etf (VIG)
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Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Us Sml Cap Eqt (SMLF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)

View all positions for Wingate Wealth Advisors

Top funds holding Vanguard Wellington Fd us multifactor

Brookstone Capital Management
Anderson Hoagland & Co
Systelligence
Envestnet Asset Management
LPL Financial
Opus Capital Group
Cambridge Investment Research Advisors
Umb Bank N A
Raymond James Financial
Storen Legacy Partners
Rooted Wealth Advisors
Geneos Wealth Management
Baron Silver Stevens Financial Advisors
Advisortrust Partners
Advisor Group Holdings

View all funds holding Vanguard Wellington Fd us multifactor