Pinnacle Financial Group, LLC / IL »

Vanguard Wellington Fd us momentum shares owned by Pinnacle Financial Group, LLC / IL

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Pinnacle Financial Group, LLC / IL from 13F filings

Historical chart of Pinnacle Financial Group, LLC / IL investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by Pinnacle Financial Group, LLC / IL 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 Pinnacle Financial Group, LLC / IL

Quarter filed Position value Share count Share price at filing
2026-03-31 $234k 1.2k 197.10

More positions owned by Pinnacle Financial Group, LLC / IL

Dimensional Etf Trust Intl Core Equity (DFIC)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Us Total Dividnd (DTD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Emg Mkt Etf (EEM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Pinnacle Financial Group, LLC / IL

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
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Cabot Money Management
Anderson Hoagland & Co
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Systelligence
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Win Advisors
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