Custom Portfolio Group LLC / VFMF
Custom Portfolio Group LLC’s Vanguard Wellington Fd Position
Does Custom Portfolio Group LLC own Vanguard Wellington Fd (VFMF)? Yes — 12.5K shares worth $1M (+1.13% of its 13F portfolio) as of Q2 2024.
Position Value
$1M
Q2 2024
Shares
12.5K
% of Portfolio
+1.13%
Quarters Held
1
currently held
Position History VFMF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 12.5K | $1M | +1.13% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Custom Portfolio Group LLC’s full portfolio or all institutional holders of VFMF.