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Vanguard Wellington Fd us momentum shares owned by IFP Advisors

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

Historical chart of IFP Advisors 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 IFP Advisors 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 10k 150.25
2024-03-31 $1.2M 8.0k 151.34
2022-12-31 $22k 282 78.01

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View all positions for IFP Advisors

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
International Assets Investment Management
Alan Leist III
Davidson Investment Advisors
Anderson Hoagland & Co
Cabot Money Management
Schulz Wealth
Envestnet Asset Management
Systelligence
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
LPL Financial
Great Valley Advisor Group
Armbruster Capital Management
Journey Advisory Group
Lincoln Capital

View all funds holding Vanguard Wellington Fd us momentum