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Vanguard Wellington Fd us minimum shares owned by CLS Investments

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

Historical chart of CLS Investments 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 CLS Investments 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 CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 9.4k 131.31
2025-06-30 $1.5M 11k 128.23
2025-03-31 $2.1M 17k 126.74
2024-12-31 $1.0M 8.4k 120.52
2024-09-30 $388k 3.2k 121.61
2024-03-31 $755k 6.7k 111.89
2023-12-31 $410k 3.9k 104.28
2019-12-31 $0 5 0.00
2019-09-30 $0 5 0.00
2019-06-30 $0 5 0.00