Partners Wealth Management »

Vanguard Wellington Fd us momentum shares owned by Partners Wealth Management

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

Historical chart of Partners Wealth Management 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 Partners Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington Fd us momentum by Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $464k 2.4k 191.56
2025-06-30 $351k 2.3k 152.25
2025-03-31 $350k 2.3k 151.68

More positions owned by Partners Wealth Management

Starboard Invt Tr Adaptive Alpha (AGOX)
Apple (AAPL)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Starboard Invt Tr Rh Tactical Rot (RHRX)
Ishares Tr S&p 500 Val Etf (IVE)
Strategy Cl A New (MSTR)
Eli Lilly & Co. (LLY)
At&t (T)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Partners Wealth Management

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