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Vanguard Wellington Fd us momentum shares owned by Davidson Trust

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

Historical chart of Davidson Trust investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by Davidson Trust 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 Davidson Trust

Quarter filed Position value Share count Share price at filing
2024-06-30 $369k 2.5k 150.20
2021-12-31 $373k 2.8k 133.21

More positions owned by Davidson Trust

Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)
Chevron Corp Equities (CVX)
Ishares Russell Mid-cap Equities (IWR)
Ishares Core S&p 500 Equities (IVV)
Vanguard Value Etf Equities (VTV)
Vanguard Growth Etf Equities (VUG)
Ishares Russell 2000 Equities (IWM)
Johnson And Johnson Equities (JNJ)
Costco Wholesale Corp Equities (COST)
Spdr S&p Midcap 400 Equities (MDY)
Ishares Core Msci Tot Intl Stoc Equities (IXUS)
Abbvie Equities (ABBV)
Vanguard High Dividend Yield Et Equities (VYM)
SPDR S&P 500 Equities (SPY)

View all positions for Davidson Trust

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
International Assets Investment Management
Alan Leist III
Davidson Investment Advisors
Anderson Hoagland & Co
Cabot Money Management
Systelligence
Envestnet Asset Management
Schulz Wealth
LPL Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Armbruster Capital Management
Journey Advisory Group
Lincoln Capital
Great Valley Advisor Group

View all funds holding Vanguard Wellington Fd us momentum