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Vanguard Wellington Fd us minimum shares owned by Sculati Wealth Management

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

Historical chart of Sculati Wealth Management investment in Vanguard Wellington Fd us minimum

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All positions including Vanguard Wellington Fd us minimum held by Sculati Wealth Management 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 Sculati Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 30k 131.31
2025-06-30 $2.7M 21k 128.23

More positions owned by Sculati Wealth Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Microsoft Corporation (MSFT)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Oracle Corporation (ORCL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Internatnal Val (DFIV)
Goldman Sachs (GS)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Sculati Wealth Management

Top funds holding Vanguard Wellington Fd us minimum

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Sculati Wealth Management
Kestra Advisory Services
Cambridge Investment Research Advisors
Creative Financial Designs
Independence Asset Advisors

View all funds holding Vanguard Wellington Fd us minimum