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Vanguard Wellington Fd us momentum shares owned by CWM

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

Historical chart of CWM investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $16k 85 188.24
2025-06-30 $1.1M 6.5k 172.52
2019-09-30 $15k 182 82.42
2019-06-30 $15k 182 82.42
2019-03-31 $14k 182 76.92
2018-12-31 $12k 182 65.93

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View all positions for CWM

Top funds holding Vanguard Wellington Fd us momentum

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

View all funds holding Vanguard Wellington Fd us momentum