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Disclosery

VFMF VANGUARD WELLINGTON FD

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US MULTIFACTOR (fund)

78 managers (78 13F filers) reported a position in VFMF shares at 2025-06-30, 1,303,839 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
78
13F filers
78
New
13
Added
22
Reduced
22
Sold out
6
Shares held by filers
1,303,839

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 & CO294,221$39.6M3.78%-11713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC179,882$24.2M0.01%-18,71213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…143,379$19.3M0.43%+113,39913F-HRTimelineGroup
Opus Capital Group, LLC105,315$14.2M1.7%+16213F-HRTimeline
Cambridge Investment Research Advisors,…61,873$8.32M0.03%+5,65213F-HRTimeline
UMB Bank, n.a.53,878$7.25M0.11%-95713F-HR/ATimeline
LPL Financial LLC51,070$6.87M<0.01%-24,98713F-HRTimeline
Geneos Wealth Management Inc.40,837$5.49M0.13%-29,75713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,102$4.99M<0.01%+15,04513F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…23,969$3.22M0.52%-2,64913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC20,808$2.8M0.44%-4,85513F-HRTimeline
Partners in Financial Planning20,019$2.69M0.5%-60013F-HRTimeline
Walkner Condon Financial Advisors LLC17,090$2.3M0.42%-4,11113F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.14,185$2.2M1.25%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC15,969$2.15M0.11%+9,12013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,593$2.1M<0.01%+4,28313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,249$2.05M<0.01%+54013F-HR/ATimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC12,959$1.74M1.16%+1,38913F-HRTimeline
Onyx Bridge Wealth Group LLC12,608$1.7M0.22%+29813F-HRTimeline
Cedar Point Capital Partners, LLC11,890$1.6M1.13%+1,51313F-HRTimeline
TFB Advisors LLC10,147$1.36M0.36%+1,67413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,674$1.3M<0.01%-1,47913F-HRTimeline
FIRST MANHATTAN CO. LLC.8,408$1.13M<0.01%013F-HRTimeline
Seed Wealth Management, Inc.7,950$1.07M0.8%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,945$1.07M<0.01%+6,34413F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,353$989K<0.01%-1,92813F-HRTimelineGroup
NewEdge Advisors, LLC7,334$986K0.01%+1,64713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,842$920K0.02%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,765$910K<0.01%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC6,603$888K0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,531$878K<0.01%-22513F-HRTimelineGroup
Clark Asset Management, LLC6,222$837K0.11%+613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,861$788K<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,413$728K0.02%+42213F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,912$661K0.01%-40613F-HRTimelineGroup
BridgePort Financial Solutions, LLC4,163$560K0.19%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,033$542K0.09%-7113F-HRTimeline
Foundations Investment Advisors, LLC3,303$444K0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,500$336K0.01%013F-HRTimelineGroup
COWA, LLC2,373$319K0.12%new13F-HRTimeline
First Citizens Financial Corp2,248$302K0.17%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,234$301K0.02%+1113F-HRTimeline
Cassia Capital Partners, LLC2,137$287K0.17%-6113F-HRTimeline
Cherry Tree Wealth Management, LLC2,083$280K0.07%013F-HRTimeline
Dynamic Advisor Solutions LLC2,036$274K0.01%-5313F-HRTimeline
Modera Wealth Management, LLC1,955$263K<0.01%-1013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,788$240K0.01%-21613F-HRTimeline
World Investment Advisors1,722$232K0.01%-13613F-HRTimeline
RHS Financial, LLC1,602$215K0.12%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC1,535$206K<0.01%-1,00713F-HRTimelineGroup
Harbor Asset Planning, Inc.1,533$206K0.2%13F-HRTimeline
Savvy Advisors, Inc.1,489$200K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,272$171K0.02%013F-HRTimeline
First Horizon Advisors, Inc.1,088$146K<0.01%013F-HRTimeline
LRI Investments, LLC1,067$144K0.01%+913F-HRTimeline
TFC Financial Management, Inc.979$132K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC886$119K<0.01%-9913F-HRTimelineGroup
Bogart Wealth, LLC500$67.2K<0.01%+25013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…442$59.4K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.339$45.6K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA300$40.3K<0.01%013F-HRTimeline
Tidemark, LLC289$38.9K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY276$37.1K<0.01%-27413F-HRTimelineGroup
JNBA Financial Advisors229$30.8K<0.01%+7413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN215$29K<0.01%+21413F-HRTimelineGroup
Steward Partners Investment Advisory, L…215$28.9K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc210$28.3K0.01%+213F-HRTimeline
Global Retirement Partners, LLC203$27.3K<0.01%13F-HRTimeline
McIlrath & Eck, LLC201$27K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/150$20.2K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/102$13.7K<0.01%013F-HR/ATimelineGroup
Glen Eagle Advisors, LLC100$13.4K<0.01%013F-HRTimeline
IFP Advisors, Inc60$8.07K<0.01%+213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/45$6.05K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.43$5.84K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC31$4.14K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…7$946<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.