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Vanguard Wellington Fd us minimum shares owned by Glass Jacobson Investment Advisors

Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by Glass Jacobson Investment Advisors from 13F filings

Historical chart of Glass Jacobson 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 Glass Jacobson 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 Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 1.6k 121.59
2024-06-30 $167k 1.5k 113.63
2024-03-31 $75k 668 111.91
2023-12-31 $145k 1.4k 104.67
2023-09-30 $17k 172 96.39
2023-06-30 $14k 136 99.59

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Glass Jacobson Investment Advisors

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
Foundations Investment Advisors
Goss Wealth Management
LPL Financial
Umb Bank N A
Pathstone Holdings
H D Vest Advisory Services
Compass Financial Group
Royal Bank of Canada
Envestnet Asset Management
Interchange Capital Partners
Cambridge Investment Research Advisors
Commonwealth Equity Services
D.A. Davidson & Co.
Old Mission Capital

View all funds holding Vanguard Wellington Fd us minimum