Vanguard Wellington Fd us momentum shares owned by United Advisor Group
Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in Vanguard Wellington Fd us momentum
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Quarterly reported holdings in Vanguard Wellington Fd us momentum by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $633k | 3.3k | 191.60 |
| 2025-06-30 | $570k | 3.3k | 172.52 |
| 2025-03-31 | $501k | 3.3k | 151.71 |
| 2024-12-31 | $548k | 3.3k | 164.37 |
| 2024-09-30 | $678k | 4.2k | 160.95 |
| 2024-06-30 | $484k | 3.2k | 150.20 |
| 2024-03-31 | $487k | 3.2k | 151.28 |
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