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Vanguard Wellington Fd us minimum shares owned by Oakmont Advisory Group

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

Historical chart of Oakmont Advisory Group 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 Oakmont Advisory Group 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 Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7k 27 137.37

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Series Trust State Street Spd (JNK)

View all positions for Oakmont Advisory Group

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
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UBS Group
Equitable Holdings
Goss Wealth Management
Umb Bank N A
Titleist Asset Management
Sequoia Financial Advisors
Smith, Moore & Co.
Sculati Wealth Management
Creative Financial Designs
Kestra Advisory Services
Cetera Investment Advisers
Two Sigma Investments

View all funds holding Vanguard Wellington Fd us minimum