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Vanguard Wellington Fd us momentum shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital Advisory 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 Elevation Capital Advisory 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 5.7k 197.10

More positions owned by Elevation Capital Advisory

Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ssga Active Etf Tr State Street Ult (ULST)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPYG)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange-traded A Com Shs (FEX)
First Tr Exchange-traded SHS (FDL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for Elevation Capital Advisory

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