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Vanguard Wellington Fd us momentum shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth 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 Private Wealth Services 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 Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $257k 1.3k 191.25
2025-09-30 $212k 1.1k 191.60

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View all positions for Kestra Private Wealth Services

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