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Vanguard Wellington Fd us momentum shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $31k 203 150.20
2024-03-31 $28k 186 151.28

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View all positions for Steward Partners Investment Advisory

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
International Assets Investment Management
Alan Leist III
Davidson Investment Advisors
Anderson Hoagland & Co
Cabot Money Management
Schulz Wealth
Envestnet Asset Management
Systelligence
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
LPL Financial
Great Valley Advisor Group
Armbruster Capital Management
Journey Advisory Group
Lincoln Capital

View all funds holding Vanguard Wellington Fd us momentum