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Vanguard Wellington Fd us momentum shares owned by Fortis Group Advisors

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

Historical chart of Fortis Group Advisors 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 Fortis Group Advisors 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 Fortis Group Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7M 15k 249.52

More positions owned by Fortis Group Advisors

Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Qqq MF Closed and MF Open (QQQ)
Invesco S&p MF Closed and MF Open (RSP)
State Street MF Closed and MF Open (SPY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Apple Common Stock (AAPL)
Spdr Gold Common Stock (GLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)
Spdr Series Trust ST STR P500GRW (SPYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust St Str Bl 12 Etf (BILS)
Alerian M MF Closed and MF Open (AMLP)
Alphabet Cap Stk Cl A (GOOGL)
Amazon Common Stock (AMZN)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for Fortis Group Advisors

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
LPL Financial
Great Valley Advisor Group
Raymond James Financial
Davidson Investment Advisors
Anderson Hoagland & Co
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Cetera Investment Advisers
Systelligence
Envestnet Asset Management
Two Sigma Investments
Bank of America Corporation
Cambridge Investment Research Advisors
UBS Group

View all funds holding Vanguard Wellington Fd us momentum