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Vanguard Wellington Fd us minimum shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management 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 Western 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $223k 1.7k 130.34

More positions owned by Western Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYM)
Nvidia Corp Common Stock (NVDA)
Berkshire Hathaway Common Stock (BRK.B)
Capital Group MF Closed and MF Open (CGDV)
Microsoft Corp Common Stock (MSFT)
State Street MF Closed and MF Open (SPYG)
Amazon Common Stock (AMZN)
SPDR S&P MF Closed and MF Open (SPY)
First Trust MF Closed and MF Open (SDVY)
Alphabet Common Stock (GOOGL)
Ishares S&p MF Closed and MF Open (IVW)
State Street MF Closed and MF Open (SPYV)

View all positions for Western Wealth Management

Top funds holding Vanguard Wellington Fd us minimum

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

View all funds holding Vanguard Wellington Fd us minimum