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Vanguard Wellington Fd us momentum shares owned by BLB^B Advisors

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by BLB^B Advisors from 13F filings

Historical chart of BLB^B Advisors investment in Vanguard Wellington Fd us momentum

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us momentum held by BLB^B Advisors 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 BLB^B Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 7.3k 151.28
2023-12-31 $952k 7.3k 131.29
2023-09-30 $822k 7.3k 113.39

More positions owned by BLB^B Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for BLB^B Advisors

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
Anderson Hoagland & Co
Cabot Money Management
Davidson Investment Advisors
Schulz Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Symmetry Partner
Win Advisors
Armbruster Capital Management
Lincoln Capital
Journey Advisory Group
Frisch Financial Group
Umb Bank N A
Raymond James Financial Services Advisors

View all funds holding Vanguard Wellington Fd us momentum