Vanguard Wellington Fd us momentum shares owned by Creative Planning
Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Vanguard Wellington Fd us momentum
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Quarterly reported holdings in Vanguard Wellington Fd us momentum by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $321k | 1.7k | 191.56 |
| 2025-06-30 | $289k | 1.7k | 172.56 |
| 2025-03-31 | $254k | 1.7k | 151.68 |
| 2024-12-31 | $275k | 1.7k | 164.40 |
| 2024-09-30 | $763k | 4.7k | 160.94 |
| 2024-06-30 | $723k | 4.8k | 150.20 |
| 2024-03-31 | $641k | 4.2k | 151.28 |
| 2023-12-31 | $554k | 4.2k | 131.29 |
| 2023-09-30 | $479k | 4.2k | 113.39 |
| 2023-06-30 | $512k | 4.2k | 121.24 |
| 2023-03-31 | $475k | 4.2k | 112.54 |
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