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Vanguard Wellington Fd us minimum shares owned by JNB Advisors

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

Historical chart of JNB 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 JNB 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 JNB Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $256k 2.3k 111.89
2023-12-31 $239k 2.3k 104.64
2023-09-30 $220k 2.3k 96.17
2021-12-31 $909k 8.5k 106.60
2021-09-30 $276k 2.8k 97.63
2021-06-30 $278k 2.8k 98.34
2021-03-31 $264k 2.8k 93.39
2020-12-31 $253k 2.8k 89.49
2020-09-30 $233k 2.8k 82.42

More positions owned by JNB Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr S&p 500 Etf Trust Etf (SPY)
Technology Select Sector Spdr Fund Etf (XLK)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard Total Stock Market Etf Etf (VTI)
Financial Select Sector Spdr Fund Etf (XLF)
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)

View all positions for JNB 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