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Vanguard Wellington Fd us minimum shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 39k 121.62
2024-06-30 $1.8M 16k 113.65
2024-03-31 $1.4M 13k 111.89
2023-09-30 $953k 9.9k 96.17
2023-06-30 $1.8M 19k 99.78
2023-03-31 $914k 9.3k 98.38
2022-12-31 $817k 8.3k 98.38
2022-09-30 $285k 3.2k 89.03
2022-06-30 $257k 2.7k 96.40

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

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