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Vanguard Wellington Fd us multifactor shares owned by Cedar Brook Financial Partners

Quarter-by-quarter ownership of Vanguard Wellington Fd us multifactor (VFMF) shares owned by Cedar Brook Financial Partners from 13F filings

Historical chart of Cedar Brook Financial Partners investment in Vanguard Wellington Fd us multifactor

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us multifactor held by Cedar Brook Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us multifactor by Cedar Brook Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $300k 2.4k 126.89

More positions owned by Cedar Brook Financial Partners

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Global Tech Etf (IXN)

View all positions for Cedar Brook Financial Partners

Top funds holding Vanguard Wellington Fd us multifactor

Anderson Hoagland & Co
Envestnet Asset Management
Opus Capital Group
Beacon Harbor Wealth Advisors
Umb Bank N A
Commonwealth Equity Services
LPL Financial
Geneos Wealth Management
Absolute Capital Management
Baron Silver Stevens Financial Advisors
Walkner Condon Financial Advisors
Bank of New York Mellon
Royal Bank of Canada
Cedar Point Capital Partners
Mercer Global Advisors

View all funds holding Vanguard Wellington Fd us multifactor