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Disclosery

VFMO VANGUARD WELLINGTON FD

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SHS (fund)

126 managers (127 13F filers) reported a position in VFMO shares at 2024-12-31, 2,498,743 shares in all. 21 filers opened a position and 4 filers sold out during the quarter.

Managers
126
13F filers
127
New
21
Added
48
Reduced
28
Sold out
4
Shares held by filers
2,498,743

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
RITHOLTZ WEALTH MANAGEMENT441,345$72.5M2.13%+9,44613F-HRTimeline
Cetera Investment Advisers270,390$44.4M0.09%+264,67013F-HRTimeline
Strategic Financial Services, Inc.264,902$43.5M2.6%-10,88613F-HRTimeline
ANDERSON HOAGLAND & CO135,719$23.1M2.38%-1,61513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS128,047$21M1.02%-84413F-HRTimeline
CABOT WEALTH MANAGEMENT INC110,231$18.1M2.3%-3,64813F-HRTimeline
Systelligence, LLC95,969$15.8M3.89%+21,44113F-HRTimeline
LPL Financial LLC85,783$14.1M0.01%+24,80413F-HRTimeline
Schulz Wealth, LTD.85,598$14.1M10.81%+1,16513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding84,041$13.8M-443Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…77,817$12.8M0.29%+22,40913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC67,444$11.1M<0.01%13F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…62,657$10.3M0.28%-59013F-HRTimeline
Armbruster Capital Management, Inc.39,740$6.53M1.33%+17513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,526$5.18M0.01%+19,02113F-HR/ATimelineGroup
Journey Advisory Group, LLC34,257$5.15M0.62%013F-HRTimeline
LINCOLN CAPITAL CORP26,866$4.42M1.81%+15113F-HRTimeline
UMB Bank, n.a.26,199$4.31M0.07%-2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hobart Private Capital, LLC20,761$3.41M0.85%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.18,840$3.1M0.42%+74113F-HRTimeline
Cambridge Investment Research Advisors,…17,375$2.86M0.01%+1513F-HRTimeline
Clear Creek Financial Management, LLC15,100$2.48M0.27%+12,72913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,629$2.4M<0.01%+2,07113F-HRTimeline
Caitlin John, LLC13,790$2.27M1.54%-85213F-HRTimeline
UBS Group AGin group UBS Group AG13,653$2.24M<0.01%+1,52613F-HRTimelineGroup
Nova R Wealth, Inc.12,640$2.08M1.05%-39313F-HRTimeline
Merit Financial Group, LLC11,378$1.87M0.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,155$1.83M0.01%-313F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV10,462$1.72M1.17%13F-HRTimeline
NewEdge Advisors, LLC10,157$1.67M0.01%+7,75413F-HRTimeline
Clearstead Advisors, LLC9,730$1.6M0.02%-5,87413F-HRTimeline
FULLCIRCLE WEALTH LLC8,609$1.51M0.62%+4,34713F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.9,117$1.5M0.07%-13413F-HRTimelineGroup
COMERICA BANK9,012$1.48M0.01%new13F-HR/ATimeline
Certus Wealth Management, LLC8,375$1.47M0.99%new13F-HRTimeline
OLD MISSION CAPITAL LLC8,746$1.44M0.03%new13F-HRTimeline
Nova Wealth Management, Inc.8,461$1.39M1.2%13F-HRTimeline
Aspect Partners, LLC8,421$1.38M0.8%-10113F-HRTimeline
IAM Advisory, LLC8,313$1.37M0.35%-513F-HRTimeline
BLB&B Advisors, LLC7,250$1.19M0.06%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC6,706$1.1M0.01%+2,79413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,594$1.08M<0.01%+1,29113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,253$1.03M<0.01%-2,07913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,191$1.02M0.01%+42213F-HRTimeline
Edge Capital Group, LLC1,000$1.01M0.05%-5,46813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,177$851K0.05%+1,05113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,106$843K0.07%-409,17913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,001$822K<0.01%+4,22113F-HR/ATimelineGroup
PFG Advisors4,680$769K0.05%+35913F-HRTimeline
WEDBUSH SECURITIES INC4,592$755K0.03%+2,05613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,538$746K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.4,362$717K0.03%-2,37513F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,296$706K0.28%-2,36513F-HRTimeline
MML INVESTORS SERVICES, LLC4,215$693K<0.01%+58113F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,049$666K0.01%+65213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,984$655K<0.01%+2,17713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,690$607K<0.01%-40013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,689$606K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,624$596K0.02%+89213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,414$561K0.01%+15713F-HRTimelineGroup
United Advisor Group, LLC3,331$548K0.11%-88113F-HRTimeline
Atria Wealth Solutions, Inc.3,306$543K0.01%+79813F-HRTimeline
Seed Wealth Management, Inc.3,230$531K0.43%013F-HRTimeline
Belpointe Asset Management LLC3,329$527K0.03%-9813F-HRTimeline
Waverly Advisors, LLC3,182$523K0.01%+113F-HRTimeline
TFB Advisors LLC3,049$501K0.14%+75713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,899$476K0.03%-35913F-HRTimelineGroup
Kathmere Capital Management, LLC2,487$409K0.04%+4413F-HRTimeline
Riverview Trust Co2,456$404K0.37%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,423$398K0.42%-13613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,366$389K<0.01%new13F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC2,307$379K0.43%13F-HRTimeline
TOWNSQUARE CAPITAL LLC2,294$377K<0.01%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC2,261$372K0.39%13F-HRTimeline
Graypoint LLC2,245$369K0.02%-6013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,151$354K<0.01%+13513F-HRTimeline
Orion Porfolio Solutions, LLC2,142$352K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC2,142$352K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC2,064$343K0.01%+213F-HRTimeline
Arkadios Wealth Advisors1,938$319K0.02%+18413F-HRTimeline
AdvisorNet Financial, Inc1,902$313K0.03%+1013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC1,863$306K0.16%13F-HRTimeline
Sigma Planning Corp1,860$306K0.01%new13F-HRTimeline
GSG Advisors LLC1,835$302K0.1%013F-HRTimeline
Orcam Financial Group1,727$284K0.27%+413F-HRTimeline
Main Street Financial Solutions, LLC1,714$282K0.03%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,674$275K0.01%+34613F-HRTimelineGroup
Creative Planningin group Creative Planning1,671$275K<0.01%-3,07113F-HRTimelineGroup
Perigon Wealth Management, LLC1,599$270K0.01%+14913F-HRTimeline
Strategic Blueprint, LLC1,567$258K0.02%+30613F-HRTimeline
Pacific Sun Financial Corp1,523$250K0.14%+20713F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,519$250K0.17%+1013F-HRTimeline
Robertson Stephens Wealth Management, L…1,464$241K0.01%+113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,358$223K0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC1,325$218K0.01%013F-HRTimeline
Avant Capital LLC1,315$216K0.18%13F-HRTimeline
IFP Advisors, Inc785$129K<0.01%-10213F-HRTimeline
EP Wealth Advisors, LLC634$104K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc477$78.5K0.03%+3013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Horizon Advisors, Inc.454$74.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…439$72.2K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC375$61.6K0.04%13F-HRTimeline
Parkside Financial Bank & Trust322$52.9K0.01%+9513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.212$34.8K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…203$33.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC202$33.2K<0.01%new13F-HRTimeline
Transce3nd, LLC199$32.7K0.01%13F-HRTimeline
Financial Freedom, LLC190$31.2K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC144$24K<0.01%+5213F-HRTimelineGroup
Castleview Partners, LLC133$22K0.01%013F-HR/ATimeline
BARRETT & COMPANY, INC.125$20.5K0.01%013F-HRTimeline
Coastline Trust Co125$20.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ATLAS CAPITAL ADVISORS INC.116$19.1K<0.01%013F-HRTimeline
Avion Wealth107$17K<0.01%013F-HRTimeline
City State Bank100$16.4K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40$6.58K<0.01%+413F-HRTimelineGroup
Central Pacific Bank - Trust Division39$6.41K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.32$5.28K<0.01%013F-HRTimeline
Global Retirement Partners, LLC31$5.09K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.28$4.6K<0.01%new13F-HRTimeline
Allworth Financial LP22$3.84K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10$1.64K<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.9$1.48K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates5$822<0.01%-413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$179<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.