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Vanguard Wellington Fd us momentum shares owned by Ieq Capital

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

Historical chart of Ieq 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 Ieq Capital 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 Ieq Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 8.2k 191.25
2025-09-30 $1.4M 7.5k 191.59
2025-06-30 $420k 2.4k 172.55

More positions owned by Ieq Capital

Applovin Corp Com Cl A (APP)
Roblox Corp Cl A (RBLX)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust State Street Spd (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Crowdstrike Hldgs Cl A (CRWD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Ieq Capital

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