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Vanguard Wellington Fd us momentum shares owned by Payne Capital

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

Historical chart of Payne 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 Payne 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 Payne Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $288k 1.5k 197.10

More positions owned by Payne Capital

Schwab U.s. Large-cap Etf Etf (SCHX)
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Vanguard Value Etf Etf (VTV)
Schwab Us Dividend Equity Etf Etf (SCHD)
Microsoft Corp Stock (MSFT)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
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Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Apple Stock (AAPL)
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Alps International Sector Dividend Dogs Etf Etf (IDOG)
Avantis International Equity Etf Etf (AVDE)
State Street Industrial Select Sector Spdr Etf Etf (XLI)

View all positions for Payne Capital

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
Great Valley Advisor Group
LPL Financial
Davidson Investment Advisors
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