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Vanguard Wellington Fd us minimum shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Vanguard Wellington Fd us minimum

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All positions including Vanguard Wellington Fd us minimum held by Belpointe Asset Management 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $687k 5.2k 131.32
2023-03-31 $15k 153 98.38
2022-12-31 $15k 153 98.38

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