Vanguard Wellington Fd us minimum shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors investment in Vanguard Wellington Fd us minimum
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Quarterly reported holdings in Vanguard Wellington Fd us minimum by Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 144k | 131.31 |
| 2025-06-30 | $18M | 140k | 128.23 |
| 2025-03-31 | $17M | 134k | 126.74 |
| 2024-12-31 | $12M | 101k | 120.51 |
| 2024-09-30 | $12M | 95k | 121.62 |
| 2024-06-30 | $6.4M | 57k | 113.65 |
| 2024-03-31 | $6.0M | 54k | 111.89 |
| 2023-12-31 | $5.4M | 51k | 106.86 |
| 2023-09-30 | $5.5M | 57k | 96.17 |
| 2023-06-30 | $3.8M | 38k | 99.78 |
| 2023-03-31 | $2.9M | 30k | 98.38 |
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