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Vanguard Wellington Fd us momentum shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 30k 191.59
2025-06-30 $4.5M 26k 172.52
2025-03-31 $1.1M 7.6k 151.70

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View all positions for Private Advisor

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