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Disclosery

VFMF VANGUARD WELLINGTON FD

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US MULTIFACTOR (fund)

68 managers (68 13F filers) reported a position in VFMF shares at 2025-03-31, 1,299,280 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
68
13F filers
68
New
5
Added
29
Reduced
18
Sold out
3
Shares held by filers
1,299,280

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 & CO294,338$32.8M3.89%-10,84113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding198,594$25.1M-4,666Timeline
Opus Capital Group, LLC105,153$13.3M1.71%-72513F-HRTimeline
Per Stirling Capital Management, LLC.81,920$10.3M1.49%+2,57513F-HRTimeline
LPL Financial LLC76,057$9.61M<0.01%+7,56613F-HRTimeline
Geneos Wealth Management Inc.70,594$8.92M0.13%+60,20713F-HRTimeline
Cambridge Investment Research Advisors,…56,221$7.1M0.02%-53513F-HRTimeline
UMB Bank, n.a.54,835$6.93M0.11%-3,69513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…29,980$3.79M0.08%+21,23113F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…26,618$3.36M0.59%+2,63413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC25,663$3.12M0.6%+5113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,057$2.79M<0.01%-50,98113F-HRTimelineGroup
Walkner Condon Financial Advisors LLC21,201$2.68M0.54%-42213F-HRTimeline
Partners in Financial Planning20,619$2.6M0.52%-28413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,709$1.86M<0.01%+1,07513F-HR/ATimelineGroup
&PARTNERS12,770$1.6M0.02%+3,35113F-HRTimeline
Onyx Bridge Wealth Group LLC12,310$1.55M0.22%+1,94213F-HRTimeline
Transform Wealth, LLC12,170$1.54M0.09%-2,69113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC11,570$1.46M1.14%+8,83113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,310$1.43M<0.01%+8,32113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,153$1.41M<0.01%+6713F-HRTimeline
Cedar Point Capital Partners, LLC10,377$1.31M0.88%+49713F-HRTimeline
UBS Group AGin group UBS Group AG9,281$1.17M<0.01%+1,86113F-HRTimelineGroup
TFB Advisors LLC8,473$1.07M0.31%+3,07513F-HRTimeline
FIRST MANHATTAN CO. LLC.8,408$1.06M<0.01%-1013F-HRTimeline
Seed Wealth Management, Inc.7,950$1M0.82%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC6,849$865K0.05%+6,79313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,765$854K<0.01%+1,75013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,756$853K<0.01%-4313F-HRTimelineGroup
Clark Asset Management, LLC6,216$785K0.13%+6613F-HRTimeline
NewEdge Advisors, LLC5,687$718K<0.01%-74413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,318$672K0.01%+2,79513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,155$651K<0.01%-7,41013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,991$630K0.02%+50413F-HRTimelineGroup
Physician Wealth Advisors, Inc.4,104$518K0.09%+613F-HRTimeline
L.M. KOHN & COMPANY3,812$481K0.13%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC2,542$321K0.01%+56913F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,500$316K0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,223$281K0.02%+30313F-HRTimeline
Cassia Capital Partners, LLC2,198$278K0.17%-5813F-HRTimeline
Dynamic Advisor Solutions LLC2,089$264K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC2,083$263K0.06%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,004$253K0.01%+20013F-HRTimeline
Modera Wealth Management, LLC1,965$248K<0.01%013F-HRTimeline
World Investment Advisors1,858$235K0.01%-6613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,601$202K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust1,272$161K0.02%-4913F-HRTimeline
First Horizon Advisors, Inc.1,088$137K<0.01%013F-HRTimeline
LRI Investments, LLC1,058$134K0.01%+5313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC985$129K<0.01%013F-HRTimelineGroup
TFC Financial Management, Inc.979$124K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY550$69.5K<0.01%+3313F-HRTimelineGroup
PRIVATE TRUST CO NA300$37.9K<0.01%-20013F-HRTimeline
Tidemark, LLC289$36.5K0.01%+1413F-HRTimeline
Bogart Wealth, LLC250$31.6K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc208$27.2K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…215$27.2K<0.01%013F-HRTimeline
McIlrath & Eck, LLC201$25.4K<0.01%013F-HRTimeline
Pacific Center for Financial Services194$24.5K0.01%013F-HRTimeline
JNBA Financial Advisors155$19.6K<0.01%+113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/150$18.9K<0.01%+5013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/102$12.9K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC100$12.6K<0.01%013F-HRTimeline
IFP Advisors, Inc58$7.33K<0.01%-5413F-HRTimeline
HARBOUR INVESTMENTS, INC.43$5.46K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC35$4.42K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$115<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.