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Disclosery

VFMF VANGUARD WELLINGTON FD

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US MULTIFACTOR (fund)

66 managers (67 13F filers) reported a position in VFMF shares at 2024-12-31, 1,242,323 shares in all. 9 filers opened a position and 9 filers sold out during the quarter.

Managers
66
13F filers
67
New
9
Added
25
Reduced
12
Sold out
9
Shares held by filers
1,242,323

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ANDERSON HOAGLAND & CO305,179$41.1M4.23%-6,03713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding203,260$26.5M-11,465Timeline
Opus Capital Group, LLC105,878$13.8M1.76%-75213F-HRTimeline
Per Stirling Capital Management, LLC.79,345$10.4M1.47%+2,67313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,038$9.54M<0.01%13F-HR/ATimelineGroup
LPL Financial LLC68,491$8.94M<0.01%+30,64513F-HRTimeline
UMB Bank, n.a.58,530$7.64M0.12%-14413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Investment Research Advisors,…56,756$7.41M0.02%+53,25713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC25,612$3.34M0.88%13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…23,984$3.13M0.53%+2,38813F-HRTimeline
Walkner Condon Financial Advisors LLC21,623$2.82M0.57%-15013F-HRTimeline
Partners in Financial Planning20,903$2.73M0.56%-19313F-HRTimeline
Transform Wealth, LLC14,861$1.94M0.11%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,634$1.78M<0.01%+38913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,565$1.64M<0.01%+52613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,086$1.45M<0.01%+1,13213F-HRTimeline
Geneos Wealth Management Inc.10,387$1.36M0.05%-5,61413F-HRTimeline
Onyx Bridge Wealth Group LLC10,368$1.35M0.19%+61613F-HRTimeline
Cedar Point Capital Partners, LLC9,880$1.29M0.87%+7413F-HRTimeline
&PARTNERS9,419$1.26M0.02%+3,59613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,749$1.14M0.03%+5,13713F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.8,418$1.1M<0.01%013F-HRTimeline
Seed Wealth Management, Inc.7,950$1.04M0.84%013F-HRTimeline
UBS Group AGin group UBS Group AG7,420$969K<0.01%+1,70713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,799$888K<0.01%-37613F-HRTimelineGroup
NewEdge Advisors, LLC6,431$840K0.01%+1,16713F-HRTimeline
Clark Asset Management, LLC6,150$803K0.15%+613F-HRTimeline
TFB Advisors LLC5,398$705K0.2%+2,14013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,015$655K<0.01%013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,487$586K0.01%+42713F-HRTimelineGroup
Physician Wealth Advisors, Inc.4,098$535K0.09%-16313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,989$390K<0.01%+16613F-HR/ATimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC2,739$358K0.27%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth2,523$330K0.01%-1,62213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,500$326K0Timeline
Cassia Capital Partners, LLC2,256$295K0.19%-14513F-HRTimeline
Cherry Tree Wealth Management, LLC2,083$272K0.07%-813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC1,973$258K<0.01%new13F-HRTimelineGroup
Modera Wealth Management, LLC1,965$257K<0.01%013F-HRTimeline
World Investment Advisors1,924$251K0.01%+16113F-HRTimeline
CENTAURUS FINANCIAL, INC.1,920$251K0.02%+31813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,917$250K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,804$236K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,659$217K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust1,321$172K0.02%+34913F-HRTimeline
First Horizon Advisors, Inc.1,088$142K<0.01%013F-HRTimeline
LRI Investments, LLC1,005$131K0.01%+3313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC985$129K<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.979$128K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY517$67.5K<0.01%+46613F-HR/ATimelineGroup
PRIVATE TRUST CO NA500$65.3K0.01%013F-HRTimeline
Tidemark, LLC275$35.9K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…215$28.1K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc208$27.2K0.01%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
McIlrath & Eck, LLC201$26.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC201$26.2K<0.01%new13F-HRTimeline
Pacific Center for Financial Services194$25.3K0.01%013F-HRTimeline
JNBA Financial Advisors154$20.1K<0.01%013F-HRTimeline
IFP Advisors, Inc112$14.6K<0.01%+213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/102$13.3K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/100$13.1K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC100$13.1K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC56$7.31K<0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.43$5.62K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$72<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.