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Vanguard Wellington Fd us momentum shares owned by Lincoln Capital

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

Historical chart of Lincoln Capital 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 Lincoln Capital 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 Lincoln Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.7M 32k 150.20
2024-03-31 $5.1M 34k 151.28
2023-12-31 $4.3M 33k 131.29
2023-09-30 $3.2M 29k 113.39
2023-06-30 $3.1M 25k 121.24

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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View all positions for Lincoln Capital

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