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Vanguard Wellington Fd us minimum shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors investment in Vanguard Wellington Fd us minimum

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All positions including Vanguard Wellington Fd us minimum held by Sequoia Financial Advisors 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.8M 75k 131.31

More positions owned by Sequoia Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Ccm Global Equit (CCMG)
Ishares Tr Core Msci Total (IXUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Etf Ser Solutions Distillate Us (DSTL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Broadcom (AVGO)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Sequoia Financial Advisors

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
Foundations Investment Advisors
LPL Financial
Sequoia Financial Advisors
Martin Worley Group
Goss Wealth Management
UBS Group
Equitable Holdings
Umb Bank N A
Titleist Asset Management
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