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Vanguard Wellington Fd us momentum shares owned by High Note Wealth

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

Historical chart of High Note Wealth investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by High Note 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 High Note Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $91k 477 191.25

More positions owned by High Note Wealth

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
State Street Technology Select Sector Spdr Etf Etf (XLK)
Apple Stock (AAPL)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Palantir Technologies Inc Cl A Stock (PLTR)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Microsoft Corp Stock (MSFT)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Amazon Stock (AMZN)

View all positions for High Note Wealth

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
Cetera Investment Advisers
Envestnet Asset Management
Financial Partners Group
Armbruster Capital Management
UBS Group

View all funds holding Vanguard Wellington Fd us momentum