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Vanguard Wellington Fd us momentum shares owned by O'shaughnessy Asset Management

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by O'shaughnessy Asset Management from 13F filings

Historical chart of O'shaughnessy Asset Management investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by O'shaughnessy Asset Management 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 O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $334k 2.0k 165.42
2024-06-30 $264k 1.8k 150.20
2023-09-30 $343k 3.0k 113.39
2023-06-30 $330k 2.7k 121.24

More positions owned by O'shaughnessy Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Alphabet Cap Stk Cl A (GOOGL)
Altria (MO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Lockheed Martin Corporation (LMT)

View all positions for O'shaughnessy Asset Management

Top funds holding Vanguard Wellington Fd us momentum

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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Armbruster Capital Management
Journey Advisory Group
Lincoln Capital

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