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Vanguard Wellington Fd us momentum shares owned by Stratos Wealth Advisors

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

Historical chart of Stratos Wealth Advisors 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 Stratos Wealth Advisors 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 Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 9.3k 160.95
2024-06-30 $856k 5.7k 150.20

More positions owned by Stratos Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Procter & Gamble Company (PG)

View all positions for Stratos Wealth Advisors

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