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Disclosery

VFMF VANGUARD WELLINGTON FD

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US MULTIFACTOR (fund)

82 managers (83 13F filers) reported a position in VFMF shares at 2025-12-31, 1,440,261 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
82
13F filers
83
New
8
Added
33
Reduced
19
Sold out
5
Shares held by filers
1,440,261

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO300,654$45.3M3.9%+2,28813F-HRTimeline
Storen Legacy Partners, LLC201,533$30.4M9.53%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding145,044$21.9M-31,899Timeline
Opus Capital Group, LLC105,395$15.9M1.72%+91613F-HRTimeline
Cambridge Investment Research Advisors,…73,149$11M0.03%+10,55513F-HRTimeline
LPL Financial LLC67,490$10.2M<0.01%+8,32313F-HRTimeline
UMB Bank, n.a.55,003$8.29M0.11%+1,07413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,538$6.71M<0.01%+4,95113F-HRTimelineGroup
Geneos Wealth Management Inc.42,641$6.43M0.16%+84413F-HRTimeline
Rooted Wealth Advisors, Inc.36,451$5.87M1.65%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…36,207$5.46M0.79%+7,17813F-HRTimeline
Partners in Financial Planning19,646$2.96M0.5%-27113F-HRTimeline
Walkner Condon Financial Advisors LLC17,461$2.63M0.37%+23813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,431$2.63M<0.01%+55113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,856$2.39M<0.01%+22613F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC15,623$2.35M0.3%-5,43513F-HRTimeline
TFB Advisors LLC14,973$2.26M0.63%+1,52813F-HRTimeline
Cedar Point Capital Partners, LLC14,116$2.13M1.36%+2,05713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC13,546$2.04M0.1%-1,80313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC12,757$1.92M0.95%-41513F-HRTimeline
Onyx Bridge Wealth Group LLC12,330$1.86M0.2%-35913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,506$1.73M0.03%-137,76113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,814$1.63M<0.01%+1,32013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,290$1.4M<0.01%+1,29113F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.8,408$1.27M<0.01%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD8,302$1.25M0.18%13F-HRTimeline
UBS Group AGin group UBS Group AG8,117$1.22M<0.01%+29713F-HRTimelineGroup
NewEdge Advisors, LLC7,905$1.19M<0.01%+46913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,637$1.15M<0.01%+1,11813F-HRTimelineGroup
Seed Wealth Management, Inc.6,650$1M0.69%013F-HRTimeline
Clark Asset Management, LLC6,338$955K0.1%+4013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,298$949K0.01%-3,45713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,126$923K0.02%-72913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,112$921K0.02%+2413F-HRTimelineGroup
RHS Financial, LLC5,687$857K0.42%+1,01613F-HRTimeline
CALTON & ASSOCIATES, INC.5,314$801K0.12%+3,15813F-HRTimeline
MML INVESTORS SERVICES, LLC4,628$697K<0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC4,384$661K0.18%-2713F-HRTimeline
Physician Wealth Advisors, Inc.3,808$574K0.08%-6913F-HRTimeline
Sanctuary Advisors, LLC2,970$448K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,846$429K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,747$414K<0.01%-97313F-HRTimelineGroup
Benson Investment Management Company, I…2,729$411K0.14%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,601$392K0.02%+5213F-HRTimeline
Foundations Investment Advisors, LLC2,599$392K0.01%+13713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,228$336K<0.01%new13F-HRTimelineGroup
First Citizens Financial Corp2,227$336K0.17%-613F-HRTimeline
Cassia Capital Partners, LLC2,150$324K0.18%-3313F-HRTimeline
COWA, LLC2,096$316K0.1%-27713F-HRTimeline
Dynamic Advisor Solutions LLC1,984$299K0.01%+9813F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1,818$274K0.05%+21913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,788$269K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,759$265K0.06%-24413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,737$262K0.02%+9413F-HRTimeline
Modera Wealth Management, LLC1,721$259K<0.01%-23413F-HRTimeline
Harbor Asset Planning, Inc.1,618$244K0.21%+8013F-HRTimeline
World Investment Advisors1,525$230K<0.01%-6013F-HR/ATimeline
Savvy Advisors, Inc.1,489$224K0.01%013F-HRTimeline
Coquina Private Wealth LLC1,404$212K0.17%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.1,362$205K0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,344$203K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,272$192K0.01%013F-HRTimeline
LRI Investments, LLC1,123$169K0.01%+1113F-HRTimeline
TFC Financial Management, Inc.979$148K0.02%013F-HRTimeline
Bogart Wealth, LLC500$75.4K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.339$51.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA300$45.2K<0.01%013F-HRTimeline
Tidemark, LLC289$43.6K0.01%013F-HRTimeline
JNBA Financial Advisors231$34.8K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…215$32.4K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc212$31.9K0.01%+113F-HRTimeline
Global Retirement Partners, LLC204$30.8K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC201$30.3K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/150$22.6K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/102$15.4K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC100$15.1K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC94$14.2K0.01%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21$3.18K<0.01%new13F-HR/ATimelineGroup
Ritter Daniher Financial Advisory LLC /…9$1.37K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8$1.21K<0.01%-113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$164<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$151<0.01%013F-HRTimelineGroup