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Vanguard Wellington Fd us momentum shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth 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 Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $700k 4.3k 164.22
2024-06-30 $1.1M 7.1k 152.57

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Spdr Ser Tr Bloomberg High Y (JNK)
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View all positions for Fullcircle Wealth

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
International Assets Investment Management
Alan Leist III
Davidson Investment Advisors
Anderson Hoagland & Co
Cabot Money Management
Schulz Wealth
Envestnet Asset Management
Systelligence
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
LPL Financial
Great Valley Advisor Group
Armbruster Capital Management
Journey Advisory Group
Lincoln Capital

View all funds holding Vanguard Wellington Fd us momentum