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Vanguard Wellington Fd us minimum shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 26k 131.31
2025-06-30 $2.9M 23k 128.23

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Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

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