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Vanguard Wellington Fd us minimum shares owned by CX Institutional

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

Historical chart of CX Institutional investment in Vanguard Wellington Fd us minimum

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All positions including Vanguard Wellington Fd us minimum held by CX Institutional 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 CX Institutional

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.0k 67 134.33

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State Street ETF/USA Etp (SPMB)
State Street ETF/USA Etp (SPBO)
Vanguard ETF/USA Etp (BNDX)
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View all positions for CX Institutional

Top funds holding Vanguard Wellington Fd us minimum

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

View all funds holding Vanguard Wellington Fd us minimum