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Vanguard Wellington Fd us momentum shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $286k 1.9k 151.28

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

Top funds holding Vanguard Wellington Fd us momentum

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

View all funds holding Vanguard Wellington Fd us momentum