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Vanguard Wellington Fd us momentum shares owned by Private Wealth Partners

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

Historical chart of Private Wealth Partners investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by Private Wealth Partners 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 Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $252k 1.0k 249.51

More positions owned by Private Wealth Partners

NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Advanced Micro Devices (AMD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Merck & Co (MRK)
Goldman Sachs (GS)
Abbvie (ABBV)
Thermo Fisher Scientific (TMO)
Chevron Corporation (CVX)

View all positions for Private Wealth Partners

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
LPL Financial
Great Valley Advisor Group
Raymond James Financial
Davidson Investment Advisors
Anderson Hoagland & Co
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Cetera Investment Advisers
Systelligence
Envestnet Asset Management
Two Sigma Investments
Bank of America Corporation
Cambridge Investment Research Advisors
UBS Group

View all funds holding Vanguard Wellington Fd us momentum