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Vanguard Wellington Fd us momentum shares owned by HPM Partners

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

Historical chart of HPM Partners investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $513k 2.7k 191.25
2024-12-31 $389k 2.4k 164.39

More positions owned by HPM Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
Procter & Gamble Company (PG)
Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)

View all positions for HPM Partners

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