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Vanguard Wellington Fd us momentum shares owned by Noble Wealth Management PBC

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

Historical chart of Noble Wealth Management PBC 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 Noble Wealth Management PBC 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 Noble Wealth Management PBC

Quarter filed Position value Share count Share price at filing
2025-03-31 $57k 375 151.71
2024-12-31 $62k 375 164.37

More positions owned by Noble Wealth Management PBC

Apple Stock (AAPL)
Fidelity Investment Grade Bond Etf Etf (FIGB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)
Invesco S&p Smallcap Momentum Etf Etf (XSMO)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Spdr Gold Shares Etf (GLD)
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW)
Flaherty & Crumrine Total Retu Cef (FLC)
Angel Oak Finl Strategies Incm Com Ben Int Cef (FINS)
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)
Pimco Income Strategy Fd Ii Cef (PFN)
Invesco Qqq Trust Series I Etf (QQQ)
Ft Vest U.s. Small Cap Moderate Buffer Etf - November Etf (SNOV)

View all positions for Noble Wealth Management PBC

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