VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,051 Value ($000) $1,349 Avg Close — Range —
Q3 2025
Shares 8,294 Value ($000) $1,589 Avg Close — Range —
Q2 2025
Shares 9,902 Value ($000) $1,708 Avg Close — Range —
Q1 2025
Shares 10,140 Value ($000) $1,538 Avg Close — Range —
Q4 2024
Shares 9,730 Value ($000) $1,599 Avg Close — Range —
Q3 2024
Shares 15,604 Value ($000) $2,511 Avg Close — Range —
Q2 2024
Shares 10,766 Value ($000) $1,617 Avg Close — Range —