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Vanguard Wellington Fd us momentum shares owned by Fulcrum Equity Management

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

Historical chart of Fulcrum Equity Management 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 Fulcrum Equity Management 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 Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $245k 980 249.51
2021-12-31 $316k 2.4k 132.94
2021-09-30 $298k 2.3k 128.78
2021-06-30 $338k 2.6k 131.47
2021-03-31 $350k 2.8k 123.76

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Ishares Msci World Etf (URTH)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Oneok (OKE)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr St Str Indl Etf (XLI)
Wal-Mart Stores (WMT)

View all positions for Fulcrum Equity Management

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
Great Valley Advisor Group
Davidson Investment Advisors
LPL Financial
Raymond James Financial
Cabot Money Management
Anderson Hoagland & Co
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