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Vanguard Wellington Fd us momentum shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $352k 1.8k 197.12

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
American Centy Etf Tr Avantis Us Larg (AVLC)

View all positions for Holistic Planning

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
Envestnet Asset Management
Cetera Investment Advisers
Win Advisors
Financial Partners Group
Armbruster Capital Management

View all funds holding Vanguard Wellington Fd us momentum