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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us minimum held by Foundations Investment 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Foundations Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Foundations Investment Advisors

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
RWM Asset Management
Foundations Investment Advisors
H D Vest Advisory Services
Umb Bank N A
UBS Group
Pathstone Holdings
Compass Financial Group
Royal Bank of Canada
Keystone Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Orion Portfolio Solutions
D.A. Davidson & Co.
Parallel Advisors

View all funds holding Vanguard Wellington Fd us minimum