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Vanguard Wellington Fd us minimum shares owned by Interchange Capital Partners

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

Historical chart of Interchange Capital Partners 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 Interchange Capital Partners 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 Interchange Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $676k 5.6k 121.62
2024-06-30 $631k 5.6k 113.65

More positions owned by Interchange Capital Partners

Ishares Tr Msci Intl Qualty (IQLT)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Ishares Tr Msci Usa Value (VLUE)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)

View all positions for Interchange Capital Partners

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