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Vanguard Wellington Fd us multifactor shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 1.7k 126.91

More positions owned by Pensionmark Financial Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Blackstone Group Inc Com Cl A (BX)
Potlatch Corporation (PCH)

View all positions for Pensionmark Financial Group

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