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Vanguard Wellington Fd us momentum shares owned by Redwood Family Wealth

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

Historical chart of Redwood Family Wealth 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 Redwood Family Wealth 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 Redwood Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $732k 3.8k 191.25

More positions owned by Redwood Family Wealth

Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Ast Spacemobile Com Cl A (ASTS)
Exxon Mobil Corporation (XOM)
Texas Pacific Land Corp (TPL)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Walt Disney Company (DIS)
RBB Us Treas 3 Mnth (TBIL)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for Redwood Family Wealth

Top funds holding Vanguard Wellington Fd us momentum

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