Cornerstone Planning »

Vanguard Wellington Fd us minimum shares owned by Cornerstone Planning

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

Historical chart of Cornerstone 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 Cornerstone Planning 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 Cornerstone Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 30k 131.11

More positions owned by Cornerstone Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Ibonds Dec2026 (IBDR)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 2026 Term (IBHF)
Apple (AAPL)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibonds 27 Etf (IBDS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Cornerstone Planning

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
Smith, Moore & Co.
Cornerstone Planning
Creative Financial Designs
Kestra Advisory Services
Cambridge Investment Research Advisors

View all funds holding Vanguard Wellington Fd us minimum