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Vanguard Wellington Fd us momentum shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by D.A. Davidson & Co. 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 D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2026-03-31 $427k 2.2k 197.10

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
Spdr Series Trust State Street Spd (SPIB)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Raytheon Technologies Corp (RTX)
Ishares Tr Rus 2000 Grw Etf (IWO)
Johnson & Johnson (JNJ)

View all positions for D.A. Davidson & Co.

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
Envestnet Asset Management
Cetera Investment Advisers
Win Advisors
Financial Partners Group
Armbruster Capital Management

View all funds holding Vanguard Wellington Fd us momentum