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Vanguard Wellington Fd us momentum shares owned by Systelligence

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

Historical chart of Systelligence investment in Vanguard Wellington Fd us momentum

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All positions including Vanguard Wellington Fd us momentum held by Systelligence 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 Systelligence

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 119k 191.60
2025-06-30 $31M 179k 172.52
2025-03-31 $22M 145k 151.71
2024-12-31 $16M 96k 164.37
2024-09-30 $12M 75k 160.95
2024-06-30 $13M 89k 150.20
2023-06-30 $13M 110k 121.24
2023-03-31 $4.5M 40k 112.54
2022-12-31 $4.4M 39k 114.06

More positions owned by Systelligence

Spdr Series Trust Glb Dow Etf (DGT)
Vanguard Wellington Us Momentum (VFMO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ)
Wisdomtree Tr Us Largecap Fund (EPS)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Ishares Tr Cmbs Etf (CMBS)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Systelligence

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Great Valley Advisor Group
Wells Fargo & Company
Alan Leist III
Davidson Investment Advisors
Anderson Hoagland & Co
Systelligence
Cabot Money Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
Armbruster Capital Management
Financial Partners Group

View all funds holding Vanguard Wellington Fd us momentum