Wealthcare Advisory Partners »

Vanguard Wellington Fd us momentum shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington Fd us momentum by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $946k 4.9k 191.60
2025-06-30 $697k 4.0k 172.51
2025-03-31 $257k 1.7k 151.68
2024-12-31 $223k 1.4k 164.42

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Wealthcare Advisory Partners

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