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Vanguard Wellington Fd us minimum shares owned by CoreCap Advisors

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

Historical chart of CoreCap Advisors 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 CoreCap Advisors 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 146 133.23

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State Street Technology Select Sector Spdr Etf Etf (XLK)
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Amazon Stock (AMZN)

View all positions for CoreCap Advisors

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
Foundations Investment Advisors
LPL Financial
Goss Wealth Management
UBS Group
Sequoia Financial Advisors
Equitable Holdings
Titleist Asset Management
Umb Bank N A
Sculati Wealth Management
Creative Financial Designs
Smith, Moore & Co.
Cornerstone Planning
Kestra Advisory Services
Cambridge Investment Research Advisors

View all funds holding Vanguard Wellington Fd us minimum