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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
2025-09-30 $3.8k 20 191.60
2025-06-30 $7.8k 45 172.51
2025-03-31 $7.3k 48 151.60
2024-12-31 $129k 785 164.36
2024-09-30 $143k 887 161.18
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
Great Valley Advisor Group
Wells Fargo & Company
Alan Leist III
Davidson Investment Advisors
Anderson Hoagland & Co
Systelligence
Cabot Money Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
Armbruster Capital Management
Financial Partners Group

View all funds holding Vanguard Wellington Fd us momentum