Vanguard Wellington Fd us momentum shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services 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 Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Wellington Fd us momentum by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.5M | 13k | 191.24 |
| 2025-09-30 | $2.6M | 14k | 191.59 |
| 2025-06-30 | $2.1M | 12k | 172.53 |
| 2025-03-31 | $1.7M | 11k | 151.71 |
| 2024-12-31 | $1.8M | 11k | 164.37 |
| 2024-09-30 | $1.8M | 11k | 160.95 |
| 2024-06-30 | $1.7M | 11k | 150.20 |
| 2024-03-31 | $1.5M | 10k | 151.27 |
| 2023-12-31 | $1.3M | 9.6k | 131.28 |
| 2023-09-30 | $1.1M | 9.6k | 113.39 |
| 2023-06-30 | $1.1M | 9.3k | 121.24 |
| 2023-03-31 | $1.0M | 9.1k | 112.53 |
| 2022-12-31 | $601k | 5.3k | 114.06 |
| 2022-09-30 | $601k | 5.7k | 105.81 |
| 2022-06-30 | $603k | 5.7k | 106.59 |
| 2022-03-31 | $723k | 5.7k | 126.49 |
| 2021-12-31 | $708k | 5.3k | 133.11 |
| 2021-09-30 | $791k | 6.2k | 128.56 |
Top funds holding Vanguard Wellington Fd us momentum
View all funds holding Vanguard Wellington Fd us momentum