Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Schulz Wealth »

Vanguard Wellington Fd us momentum shares owned by Schulz Wealth

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

Historical chart of Schulz 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 Schulz Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington Fd us momentum by Schulz Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$14M	84k	160.95
2024-06-30	$12M	82k	150.20
2024-03-31	$13M	83k	151.28
2023-12-31	$11M	81k	131.29

More positions owned by Schulz Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Vanguard Wellington Us Momentum (VFMO)

Vanguard Bd Index Fds Vanguard Ultra (VUSB)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)

First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)

View all positions for Schulz Wealth

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management

International Assets Investment Management

Davidson Investment Advisors

Anderson Hoagland & Co

Cabot Money Management

Envestnet Asset Management

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Great Valley Advisor Group

Armbruster Capital Management

Journey Advisory Group

Lincoln Capital

View all funds holding Vanguard Wellington Fd us momentum

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z