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Vanguard Wellington Fd us momentum shares owned by Mosaic Family Wealth

Quarter-by-quarter ownership of Vanguard Wellington Fd us momentum (VFMO) shares owned by Mosaic Family Wealth from 13F filings

Historical chart of Mosaic Family Wealth investment in Vanguard Wellington Fd us momentum

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us momentum held by Mosaic Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us momentum by Mosaic Family Wealth

Quarter filed Position value Share count Share price at filing
2021-12-31 $908k 6.8k 133.14
2021-09-30 $801k 6.2k 128.70
2021-06-30 $615k 4.7k 131.47

More positions owned by Mosaic Family Wealth

Vanguard Growth Index Fund Etf (VUG)
X-trackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Vanguard Value Index Fund Etf (VTV)
Vanguard Small-cap Growth Index Fund Etf (VBK)
Apple Stock (AAPL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Mid-cap Growth Index Fund Etf (VOT)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Nike Inc Cl B Stock (NKE)
Vanguard Mid-cap Value Index Fund Etf (VOE)
Vanguard Small-cap Value Index Fund Etf (VBR)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Large-cap Index Fund Etf (VV)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Mosaic Family Wealth

Top funds holding Vanguard Wellington Fd us momentum

Comprehensive Portfolio Management
Alan Leist III
Davidson Investment Advisors
Anderson Hoagland & Co
Cabot Money Management
Envestnet Asset Management
Schulz Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Symmetry Partner
Win Advisors
LPL Financial
Armbruster Capital Management
Lincoln Capital
Journey Advisory Group
Umb Bank N A

View all funds holding Vanguard Wellington Fd us momentum