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Disclosery

VFMO VANGUARD WELLINGTON FD

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SHS (fund)

139 managers (140 13F filers) reported a position in VFMO shares at 2025-03-31, 3,111,034 shares in all. 30 filers opened a position and 16 filers sold out during the quarter.

Managers
139
13F filers
140
New
30
Added
57
Reduced
27
Sold out
16
Shares held by filers
3,111,034

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
RITHOLTZ WEALTH MANAGEMENT479,873$72.8M2.17%+38,52813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…387,992$58.9M1.27%+310,17513F-HRTimelineGroup
Cetera Investment Advisers289,868$44M0.09%+19,47813F-HRTimeline
Strategic Financial Services, Inc.269,499$40.9M2.39%+4,59713F-HRTimeline
Systelligence, LLC145,318$22M5.29%+49,34913F-HRTimeline
DAVIDSON INVESTMENT ADVISORS127,332$19.3M0.95%-71513F-HRTimeline
CABOT WEALTH MANAGEMENT INC106,970$16.2M2.07%-3,26113F-HRTimeline
ANDERSON HOAGLAND & CO118,928$16M1.89%-16,79113F-HRTimeline
LPL Financial LLC102,003$15.5M0.01%+16,22013F-HRTimeline
Schulz Wealth, LTD.86,511$13.1M10.01%+91313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding81,888$12.4M-2,153Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,212$11.3M<0.01%+6,76813F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…70,970$10.8M0.28%+8,31313F-HRTimeline
Financial Partners Group, Inc59,732$9.06M1.4%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,352$6.27M<0.01%+36,81413F-HRTimelineGroup
Armbruster Capital Management, Inc.40,893$6.2M1.24%+1,15313F-HRTimeline
NewEdge Advisors, LLC27,862$4.23M0.03%+17,70513F-HRTimeline
LINCOLN CAPITAL CORP26,038$3.95M1.64%-82813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,895$3.78M0.01%+20,91113F-HRTimelineGroup
Hobart Private Capital, LLC22,162$3.36M0.84%+1,40113F-HRTimeline
UMB Bank, n.a.21,926$3.33M0.05%-4,27313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Betterment LLC20,999$3.19M0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.19,605$2.97M0.4%+76513F-HRTimeline
Cambridge Investment Research Advisors,…16,545$2.51M0.01%-83013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,540$2.51M<0.01%+1,91113F-HRTimeline
OLD MISSION CAPITAL LLC14,330$2.17M0.04%+5,58413F-HRTimeline
UBS Group AGin group UBS Group AG14,136$2.14M<0.01%+48313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,990$2.12M<0.01%-17,53613F-HRTimelineGroup
Merit Financial Group, LLC13,969$2.12M0.03%+2,59113F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.12,615$1.91M0.1%+3,49813F-HRTimelineGroup
Nova R Wealth, Inc.12,584$1.91M0.95%-5613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,792$1.79M<0.01%+8,10313F-HR/ATimelineGroup
Caitlin John, LLC11,119$1.69M1.65%-2,67113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,905$1.65M0.01%-25013F-HRTimelineGroup
Clear Creek Financial Management, LLC10,885$1.65M0.17%-4,21513F-HRTimeline
Clearstead Advisors, LLC10,140$1.54M0.02%+41013F-HRTimeline
Certus Wealth Management, LLC9,425$1.52M1.03%+1,05013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,834$1.49M0.13%+4,72813F-HRTimeline
Mariner, LLCin group Mariner, LLC9,805$1.49M<0.01%+3,21113F-HRTimelineGroup
Nova Wealth Management, Inc.9,321$1.41M1.22%+86013F-HR/ATimeline
FULLCIRCLE WEALTH LLC8,590$1.31M0.54%-1913F-HRTimeline
IAM Advisory, LLC8,348$1.27M0.33%+3513F-HRTimeline
COMERICA BANK7,843$1.19M<0.01%-1,16913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,658$1.16M0.07%+2,48113F-HRTimeline
Private Advisor Group, LLC7,551$1.15M0.01%new13F-HRTimeline
SMITH, MOORE & CO.7,376$1.12M0.1%new13F-HRTimeline
Aspect Partners, LLC7,260$1.1M0.63%-1,16113F-HRTimeline
BLB&B Advisors, LLC7,250$1.1M0.06%013F-HRTimeline
Geneos Wealth Management Inc.7,145$1.08M0.02%+2,78313F-HRTimeline
WEDBUSH SECURITIES INC7,036$1.07M0.04%+2,44413F-HRTimeline
Compass Ion Advisors, LLC6,959$1.06M0.12%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC6,779$1.03M0.01%+7313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,748$1.02M<0.01%+49513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,410$973K0.01%+21913F-HRTimeline
SCS Capital Management LLC6,117$928K0.01%new13F-HR/ATimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,306$805K0.01%+1,25713F-HRTimelineGroup
PFG Advisors4,960$753K0.04%+28013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,783$726K<0.01%-21813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,588$696K0.02%+96413F-HRTimeline
TFB Advisors LLC4,412$669K0.19%+1,36313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,133$627K<0.01%+3,69413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,876$588K<0.01%-33913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,776$573K<0.01%+8613F-HR/ATimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.3,706$562K0.23%-59013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,414$561K0.01%013F-HRTimelineGroup
Financial Freedom, LLC3,689$560K0.32%+3,49913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,373$512K<0.01%+1,22213F-HRTimeline
Belpointe Asset Management LLC3,347$508K0.03%+1813F-HRTimeline
United Advisor Group, LLC3,303$501K0.1%-2813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,235$491K<0.01%new13F-HRTimelineGroup
Seed Wealth Management, Inc.3,230$490K0.4%013F-HRTimeline
Waverly Advisors, LLC3,183$483K0.01%+113F-HRTimeline
Wilkins Miller Wealth Management, LLC2,999$455K0.34%+73813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,970$451K0.03%+7113F-HRTimelineGroup
Kathmere Capital Management, LLC2,926$444K0.04%+43913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,804$429K0.03%new13F-HRTimelineGroup
Prospera Financial Services Inc2,588$393K0.01%new13F-HRTimeline
Riverview Trust Co2,456$373K0.37%013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC2,439$370K0.1%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,329$353K0.01%new13F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC2,307$350K0.4%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,250$341K0.14%new13F-HR/ATimeline
Graypoint LLC2,245$341K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,226$338K0.01%new13F-HRTimeline
Stonehearth Capital Management, LLC2,190$332K0.14%new13F-HRTimeline
Arkadios Wealth Advisors2,142$325K0.01%+20413F-HRTimeline
Chicago Partners Investment Group LLC2,066$322K0.01%+213F-HRTimeline
Pacific Sun Financial Corp2,026$307K0.17%+50313F-HRTimeline
AdvisorNet Financial, Inc2,017$306K0.02%+11513F-HRTimeline
Strategic Blueprint, LLC1,982$301K0.02%+41513F-HRTimeline
Advisory Services Network, LLC1,946$295K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.1,828$277K<0.01%-1,47813F-HRTimeline
GSG Advisors LLC1,835$270K0.09%013F-HRTimeline
OneDigital Investment Advisors LLC1,765$268K<0.01%new13F-HRTimeline
Orcam Financial Group1,731$263K0.25%+413F-HRTimeline
Main Street Financial Solutions, LLC1,714$260K0.02%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,697$257K0.01%+33913F-HRTimelineGroup
Orion Porfolio Solutions, LLC1,684$255K<0.01%-45813F-HRTimeline
Orion Portfolio Solutions, LLC1,684$255K<0.01%-45813F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,677$254K0.01%+313F-HRTimelineGroup
Creative Planningin group Creative Planning1,672$254K<0.01%+113F-HRTimelineGroup
HighTower Advisors, LLC1,552$235K<0.01%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,520$231K0.16%+113F-HRTimeline
Valued Retirements, Inc.1,515$230K0.3%new13F-HRTimeline
Robertson Stephens Wealth Management, L…1,464$222K0.01%013F-HRTimeline
Sigma Planning Corp1,418$215K0.01%-44213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,403$213K0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC1,383$210K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC1,374$208K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,325$201K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,142$173K0.02%new13F-HR/ATimeline
Parallel Advisors, LLC1,100$167K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc477$78.5K0.03%013F-HRTimeline
First Horizon Advisors, Inc.454$68.9K<0.01%013F-HRTimeline
Noble Wealth Management PBC375$56.9K0.04%013F-HRTimeline
JFS WEALTH ADVISORS, LLC290$44K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust215$32.6K<0.01%-10713F-HRTimeline
Steward Partners Investment Advisory, L…203$30.8K<0.01%013F-HRTimeline
Transce3nd, LLC203$30.8K0.01%+413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…150$22.8K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC144$22K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.125$19K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.116$17.6K<0.01%013F-HRTimeline
Avion Wealth107$17K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC100$15.2K0.01%13F-HRTimeline
City State Bank100$15.2K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC86$13.1K0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC73$11K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC70$10.6K<0.01%new13F-HRTimeline
IFP Advisors, Inc48$7.28K<0.01%-73713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40$6.08K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division39$5.92K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.32$4.86K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.28$4.25K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10$1.52K<0.01%new13F-HRTimelineGroup
GHP Investment Advisors, Inc.9$1.37K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2$303<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$18<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.