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Vanguard Wellington Fd us minimum shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $358k 2.5k 141.52

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View all positions for Sigma Planning

Top funds holding Vanguard Wellington Fd us minimum

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

View all funds holding Vanguard Wellington Fd us minimum