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Disclosery

VFMF VANGUARD WELLINGTON FD

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US MULTIFACTOR (fund)

76 managers (77 13F filers) reported a position in VFMF shares at 2025-09-30, 1,480,770 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
76
13F filers
77
New
9
Added
33
Reduced
15
Sold out
7
Shares held by filers
1,480,770

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO298,366$43M3.86%+4,14513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding176,943$25.5M-2,939Timeline
BRASS TAX WEALTH MANAGEMENT, INC165,537$23.9M3.97%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…149,267$21.5M0.43%+5,88813F-HRTimelineGroup
Opus Capital Group, LLC104,479$15.1M1.69%-83613F-HRTimeline
Cambridge Investment Research Advisors,…62,594$9.03M0.02%+72113F-HRTimeline
LPL Financial LLC59,167$8.54M<0.01%+8,09713F-HRTimeline
UMB Bank, n.a.53,929$7.78M0.11%+5113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geneos Wealth Management Inc.41,797$6.03M0.15%+96013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,587$5.71M<0.01%+2,48513F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…29,029$4.19M0.61%+5,06013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC21,058$3.04M0.42%+25013F-HRTimeline
Partners in Financial Planning19,917$2.87M0.5%-10213F-HRTimeline
Walkner Condon Financial Advisors LLC17,223$2.48M0.39%+13313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,880$2.41M<0.01%+1,28713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,630$2.25M<0.01%+38113F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC15,349$2.21M0.11%-62013F-HRTimeline
TFB Advisors LLC13,445$1.93M0.56%+3,29813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC13,172$1.9M1.04%+21313F-HRTimeline
Onyx Bridge Wealth Group LLC12,689$1.83M0.2%+8113F-HRTimeline
Cedar Point Capital Partners, LLC12,059$1.74M1.14%+16913F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,755$1.42M0.02%+4,84313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,494$1.37M<0.01%-18013F-HRTimeline
FIRST MANHATTAN CO. LLC.8,408$1.21M<0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,999$1.15M<0.01%+1,23413F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,820$1.13M<0.01%+46713F-HRTimelineGroup
NewEdge Advisors, LLC7,436$1.07M<0.01%+10213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,855$989K0.02%+1313F-HRTimelineGroup
Seed Wealth Management, Inc.6,650$959K0.66%-1,30013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,519$941K<0.01%-1213F-HRTimelineGroup
Clark Asset Management, LLC6,298$909K0.11%+7613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,088$878K0.02%+67513F-HRTimelineGroup
RHS Financial, LLC4,671$674K0.35%+3,06913F-HRTimeline
BridgePort Financial Solutions, LLC4,411$636K0.17%+24813F-HRTimeline
Physician Wealth Advisors, Inc.3,877$559K0.08%-15613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,720$537K<0.01%new13F-HRTimelineGroup
Benson Investment Management Company, I…2,729$394K0.13%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,549$368K0.02%+31513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,500$361K0.01%013F-HRTimelineGroup
Foundations Investment Advisors, LLC2,462$355K0.01%-84113F-HRTimeline
COWA, LLC2,373$342K0.11%013F-HRTimeline
First Citizens Financial Corp2,233$322K0.16%-1513F-HRTimeline
Cassia Capital Partners, LLC2,183$315K0.17%+4613F-HRTimeline
CALTON & ASSOCIATES, INC.2,156$311K0.05%new13F-HRTimeline
Cherry Tree Wealth Management, LLC2,003$289K0.06%-8013F-HRTimeline
Modera Wealth Management, LLC1,955$282K<0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC1,886$272K0.01%-15013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,788$258K0.01%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,643$237K0.02%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1,599$231K0.04%new13F-HRTimeline
World Investment Advisors1,585$229K<0.01%-13713F-HRTimeline
Harbor Asset Planning, Inc.1,538$222K0.2%+513F-HRTimeline
Savvy Advisors, Inc.1,489$215K0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,272$184K0.01%013F-HRTimeline
LRI Investments, LLC1,112$160K0.01%+4513F-HRTimeline
TFC Financial Management, Inc.979$141K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC886$128K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC500$72.1K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…442$63.8K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…386$55.7K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.339$48.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA300$43.3K<0.01%013F-HRTimeline
Tidemark, LLC289$41.7K0.01%013F-HRTimeline
JNBA Financial Advisors230$33.1K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…215$31K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc211$30.4K0.01%+113F-HRTimeline
Global Retirement Partners, LLC203$29.4K<0.01%013F-HRTimeline
McIlrath & Eck, LLC201$29K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/150$21.6K<0.01%013F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/102$14.7K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC100$14.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.44$6.29K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9$1.33K<0.01%-26713F-HR/ATimelineGroup
Ritter Daniher Financial Advisory LLC /…9$1.31K<0.01%+213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$144<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$89<0.01%-21413F-HRTimelineGroup