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Vanguard Wellington Fd us momentum shares owned by Edge Capital Group

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

Historical chart of Edge Capital Group investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by Edge Capital Group 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 Edge Capital Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.6M 67k 113.39
2023-06-30 $8.0M 66k 121.24
2023-03-31 $7.1M 63k 112.54
2022-12-31 $6.5M 57k 114.06
2022-09-30 $6.2M 58k 105.77
2022-06-30 $636k 4.5k 141.27
2022-03-31 $5.0M 40k 126.40
2021-12-31 $4.7M 35k 133.15
2021-09-30 $4.4M 34k 128.61
2021-06-30 $4.6M 35k 131.50
2021-03-31 $4.5M 36k 123.91
2020-12-31 $4.1M 37k 112.64
2020-09-30 $3.5M 36k 94.97
2020-06-30 $2.6M 31k 85.94
2020-03-31 $2.8M 42k 67.59
2019-12-31 $3.8M 44k 86.28
2019-09-30 $3.7M 45k 80.79
2019-06-30 $3.8M 46k 82.43
2019-03-31 $3.9M 49k 79.28
2018-12-31 $3.4M 50k 68.15

More positions owned by Edge Capital Group

Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)

View all positions for Edge Capital Group

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
Anderson Hoagland & Co
Cabot Money Management
Davidson Investment Advisors
Schulz Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Symmetry Partner
Win Advisors
Armbruster Capital Management
Lincoln Capital
Journey Advisory Group
Frisch Financial Group
Umb Bank N A
Raymond James Financial Services Advisors

View all funds holding Vanguard Wellington Fd us momentum