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Vanguard Wellington Fd us momentum shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us momentum by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 19k 191.58
2025-06-30 $4.0M 25k 164.57
2025-03-31 $2.1M 14k 151.70
2024-12-31 $2.0M 12k 162.08
2024-09-30 $2.0M 13k 160.94
2024-03-31 $1.4M 9.3k 151.26
2023-12-31 $586k 4.5k 131.28
2023-09-30 $663k 5.9k 113.39
2023-06-30 $654k 5.4k 121.24
2023-03-31 $597k 5.3k 112.53
2022-12-31 $487k 4.2k 116.67
2022-09-30 $431k 4.0k 108.33
2022-06-30 $383k 3.5k 108.33
2022-03-31 $291k 2.3k 125.00
2021-12-31 $500k 3.7k 133.33
2021-09-30 $183k 1.5k 125.00
2021-06-30 $49k 370 133.33
2021-03-31 $676k 5.4k 125.00
2020-12-31 $18k 154 116.67
2020-09-30 $11k 120 91.67
2020-06-30 $10k 120 83.33
2020-03-31 $8.0k 120 66.67