VANGUARD WELLINGTON FD

Ticker: VFMO CUSIP: 921935508 Class: US MOMENTUM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 1,886 Value ($000) $361 Avg Close — Range —
Q3 2025
Shares 1,673 Value ($000) $320 Avg Close — Range —
Q2 2025
Shares 1,672 Value ($000) $289 Avg Close — Range —
Q1 2025
Shares 1,672 Value ($000) $254 Avg Close — Range —
Q4 2024
Shares 1,671 Value ($000) $275 Avg Close — Range —
Q3 2024
Shares 4,742 Value ($000) $763 Avg Close — Range —
Q2 2024
Shares 4,816 Value ($000) $723 Avg Close — Range —
Q1 2024
Shares 4,239 Value ($000) $641 Avg Close — Range —
Q4 2023
Shares 4,223 Value ($000) $554 Avg Close — Range —
Q3 2023
Shares 4,223 Value ($000) $479 Avg Close — Range —
Q2 2023
Shares 4,223 Value ($000) $512 Avg Close — Range —
Q1 2023
Shares 4,223 Value ($000) $475 Avg Close — Range —