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Vanguard Wellington Fd us momentum shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 8.2k 191.60
2025-06-30 $1.4M 8.4k 172.52
2025-03-31 $1.2M 7.8k 151.71
2024-12-31 $1.5M 9.0k 164.37

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Visa Com Cl A (V)

View all positions for Brian McDonald

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Great Valley Advisor Group
Wells Fargo & Company
Alan Leist III
Davidson Investment Advisors
Anderson Hoagland & Co
Systelligence
Cabot Money Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
Armbruster Capital Management
Financial Partners Group

View all funds holding Vanguard Wellington Fd us momentum