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Vanguard Wellington Fd us momentum shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $438k 1.4k 305.15

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NVIDIA Corporation (NVDA)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
LPL Financial
Great Valley Advisor Group
Raymond James Financial
Davidson Investment Advisors
Anderson Hoagland & Co
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Cetera Investment Advisers
Systelligence
Envestnet Asset Management
Two Sigma Investments
Bank of America Corporation
Cambridge Investment Research Advisors
UBS Group

View all funds holding Vanguard Wellington Fd us momentum