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Vanguard Wellington Fd us momentum shares owned by Valued Retirements

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

Historical chart of Valued Retirements 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 Valued Retirements 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 Valued Retirements

Quarter filed Position value Share count Share price at filing
2025-09-30 $792k 4.6k 172.52
2025-06-30 $792k 4.6k 172.52
2025-03-31 $230k 1.5k 151.74

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Sprott Physical Gold Tr Unit (PHYS)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Quality Grow (QGRO)

View all positions for Valued Retirements

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