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Vanguard Wellington Fd us minimum shares owned by Orion Portfolio Solutions

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

Historical chart of Orion Portfolio Solutions 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 Orion Portfolio Solutions 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 Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $388k 3.2k 121.61
2024-03-31 $755k 6.7k 111.89
2023-12-31 $410k 3.9k 104.28

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View all positions for Orion Portfolio Solutions

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