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Vanguard Wellington Fd us momentum shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services investment in Vanguard Wellington Fd us momentum

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us momentum held by Diversify Advisory Services 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $714k 3.7k 195.67
2025-06-30 $566k 3.2k 179.00
2025-03-31 $429k 2.8k 153.10

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Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
World Gold Tr Spdr Gld Minis (GLDM)
Advanced Micro Devices (AMD)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Diversify Advisory Services

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