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Vanguard Wellington Fd us momentum shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth Group investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by Portside Wealth Group 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 Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $204k 1.8k 113.14
2023-06-30 $274k 2.3k 121.24

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View all positions for Portside Wealth Group

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
Cabot Money Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Systelligence
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