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IEQ CAPITAL, LLC
IEQ CAPITAL, LLC
VFMO5 quarters
Position history for IEQ CAPITAL, LLC's holdings in VANGUARD WELLINGTON FD
IEQ CAPITAL, LLC holds 11,116 shares of VFMO (VANGUARD WELLINGTON FD), worth $2.8M as of 2026-Q2. The position was increased (+10.2% shares). VFMO represents 0.0% of IEQ CAPITAL, LLC's portfolio.
Current Value
$2.8M
Current Shares
11,116
Total Value Change
+$2.4M
Total Shares Change
+8,681
Quarter-by-Quarter History
Other major holders of VFMO: WELLS FARGO & COMPANY/MN, Cetera Investment Advisers, LPL Financial LLC