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Vanguard Wellington Fd us minimum shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Vanguard Wellington Fd us minimum

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us minimum held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us minimum by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.1k 23 136.23

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
Foundations Investment Advisors
LPL Financial
UBS Group
Equitable Holdings
Goss Wealth Management
Umb Bank N A
Titleist Asset Management
Sequoia Financial Advisors
Smith, Moore & Co.
Sculati Wealth Management
Creative Financial Designs
Kestra Advisory Services
Cetera Investment Advisers
Two Sigma Investments

View all funds holding Vanguard Wellington Fd us minimum