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Vanguard Wellington Fd us minimum shares owned by Kestra Advisory Services

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

Historical chart of Kestra Advisory Services 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 Kestra Advisory Services 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 Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 29k 131.31
2020-09-30 $729k 10k 71.08

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)

View all positions for Kestra Advisory Services

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
Foundations Investment Advisors
LPL Financial
Sequoia Financial Advisors
Goss Wealth Management
UBS Group
Equitable Holdings
Umb Bank N A
Titleist Asset Management
Sculati Wealth Management
Smith, Moore & Co.
Kestra Advisory Services
Cambridge Investment Research Advisors
Creative Financial Designs
Independence Asset Advisors

View all funds holding Vanguard Wellington Fd us minimum