Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Hobart Private Capital »

Vanguard Wellington Fd us momentum shares owned by Hobart Private Capital

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

Historical chart of Hobart Private Capital 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 Hobart Private Capital consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington Fd us momentum by Hobart Private Capital

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$4.0M	21k	191.59
2025-06-30	$3.7M	21k	172.54
2025-03-31	$3.4M	22k	151.71
2024-12-31	$3.4M	21k	164.37

More positions owned by Hobart Private Capital

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

First Tr Exchange-traded Growth Strength (FTGS)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

First Tr Exchange-traded SHS (FVD)

Vanguard Wellington Us Quality (VFQY)

Vanguard World Inf Tech Etf (VGT)

Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Vanguard World Mega Cap Index (MGC)

First Tr Exchange-traded SHS (FDL)

Vanguard World Consum Dis Etf (VCR)

View all positions for Hobart Private Capital

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management

Great Valley Advisor Group

Wells Fargo & Company

Davidson Investment Advisors

Anderson Hoagland & Co

Cabot Money Management

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Envestnet Asset Management

Cetera Investment Advisers

Raymond James Financial

Armbruster Capital Management

Financial Partners Group

View all funds holding Vanguard Wellington Fd us momentum

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z