Capital Analysts »

Vanguard Wellington Fd us minimum shares owned by Capital Analysts

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

Historical chart of Capital Analysts 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 Capital Analysts 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 minimum by Capital Analysts

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0k 23 130.43

More positions owned by Capital Analysts

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Portfli High Yld (SPHY)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Capital Analysts

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
Foundations Investment Advisors
LPL Financial
Sequoia Financial Advisors
Martin Worley Group
Goss Wealth Management
UBS Group
Equitable Holdings
Umb Bank N A
Titleist Asset Management
Sculati Wealth Management
Kestra Advisory Services
Cambridge Investment Research Advisors
Creative Financial Designs
Independence Asset Advisors

View all funds holding Vanguard Wellington Fd us minimum