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Disclosery

VFMO VANGUARD WELLINGTON FD

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SHS (fund)

140 managers (140 13F filers) reported a position in VFMO shares at 2025-06-30, 3,288,324 shares in all. 16 filers opened a position and 17 filers sold out during the quarter.

Managers
140
13F filers
140
New
16
Added
54
Reduced
43
Sold out
17
Shares held by filers
3,288,324

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
RITHOLTZ WEALTH MANAGEMENT597,746$103M2.28%+117,87313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…348,637$60.1M1.33%-39,35513F-HRTimelineGroup
Cetera Investment Advisers311,015$53.7M0.09%+21,14713F-HRTimeline
Strategic Financial Services, Inc.279,497$48.2M2.59%+9,99813F-HRTimeline
Systelligence, LLC178,522$30.8M5.7%+33,20413F-HRTimeline
DAVIDSON INVESTMENT ADVISORS132,299$22.8M1.03%+4,96713F-HRTimeline
ANDERSON HOAGLAND & CO118,390$20.4M1.95%-53813F-HRTimeline
CABOT WEALTH MANAGEMENT INC107,961$18.6M2.21%+99113F-HRTimeline
Empirical Financial Services, LLC d.b.a…107,518$18.5M0.42%+36,54813F-HRTimeline
LPL Financial LLC99,808$17.2M0.01%-2,19513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding92,105$15.9M+10,217Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC78,675$13.6M<0.01%+4,46313F-HRTimelineGroup
Financial Partners Group, Inc49,165$8.48M1.17%-10,56713F-HRTimeline
Armbruster Capital Management, Inc.48,448$8.36M1.51%+7,55513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/48,314$8.34M<0.01%+6,96213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP29,300$5.05M0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC29,158$5.03M0.03%+1,29613F-HRTimeline
Private Advisor Group, LLC26,344$4.54M0.02%+18,79313F-HRTimeline
LINCOLN CAPITAL CORP26,283$4.53M1.74%+24513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.23,917$4.13M0.22%+11,30213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…21,653$3.74M0.01%new13F-HR/ATimelineGroup
UMB Bank, n.a.21,575$3.72M0.06%-35113F-HR/ATimeline
Hobart Private Capital, LLC21,333$3.68M0.83%-82913F-HRTimeline
UBS Group AGin group UBS Group AG21,321$3.68M<0.01%+7,18513F-HRTimelineGroup
Betterment LLC20,344$3.51M0.01%-65513F-HRTimeline
Redhawk Wealth Advisors, Inc.20,207$3.49M0.44%+60213F-HRTimeline
Merit Financial Group, LLC17,899$3.09M0.03%+3,93013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,560$2.68M<0.01%-98013F-HRTimeline
Cambridge Investment Research Advisors,…15,560$2.68M0.01%-98513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,484$2.33M<0.01%-50613F-HR/ATimelineGroup
Nova R Wealth, Inc.12,612$2.18M1.01%+2813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,443$2.15M0.01%+1,53813F-HRTimelineGroup
&PARTNERS12,086$2.1M0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC11,719$2.02M<0.01%+1,91413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,923$1.71M0.14%+8913F-HRTimeline
Clearstead Advisors, LLC9,902$1.71M0.02%-23813F-HRTimeline
Nova Wealth Management, Inc.9,791$1.69M1.24%+47013F-HRTimeline
Caitlin John, LLC9,663$1.67M1.52%-1,45613F-HRTimeline
Certus Wealth Management, LLC9,481$1.64M1.05%+5613F-HRTimeline
COMERICA BANK8,380$1.45M0.01%+53713F-HRTimeline
IAM Advisory, LLC8,310$1.43M0.34%-3813F-HRTimeline
FULLCIRCLE WEALTH LLC8,046$1.42M0.53%-54413F-HRTimeline
OLD MISSION CAPITAL LLC8,197$1.41M0.04%-6,13313F-HRTimeline
Aspect Partners, LLC7,991$1.38M0.68%+73113F-HRTimeline
Financial Freedom, LLC7,655$1.32M0.71%+3,96613F-HRTimeline
WEDBUSH SECURITIES INC7,394$1.28M0.04%+35813F-HRTimeline
Wilkins Miller Wealth Management, LLC7,306$1.26M0.86%+4,30713F-HRTimeline
BLB&B Advisors, LLC7,250$1.25M0.06%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,604$1.14M0.08%-1,05413F-HRTimeline
CWM, LLCin group CWM, LLC6,515$1.12M<0.01%new13F-HRTimelineGroup
Northwest Capital Management Inc6,515$1.12M0.61%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,415$1.11M0.01%+513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,089$1.05M<0.01%-65913F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,370$926K0.01%+6413F-HRTimelineGroup
SCS Capital Management LLC5,184$894K0.01%-93313F-HRTimeline
Global Retirement Partners, LLC5,051$871K0.02%13F-HRTimeline
SMITH, MOORE & CO.4,972$858K0.07%-2,40413F-HRTimeline
TFB Advisors LLC4,916$848K0.22%+50413F-HRTimeline
Valued Retirements, Inc.4,588$792K0.89%+3,07313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,507$778K0.01%-2,27213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,276$738K0.02%-31213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,231$730K<0.01%+45513F-HR/ATimelineGroup
OneDigital Investment Advisors LLC4,135$713K0.01%+2,37013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,043$697K0.02%+2,34613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,933$678K<0.01%+5713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,884$670K<0.01%+51113F-HRTimeline
Compass Ion Advisors, LLC3,879$669K0.07%-3,08013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,872$668K0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,795$655K<0.01%-21,10013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,601$621K0.01%+18713F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.3,591$620K0.23%-11513F-HRTimeline
United Advisor Group, LLC3,303$570K0.1%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,160$566K0.02%+35613F-HRTimelineGroup
Seed Wealth Management, Inc.3,230$557K0.42%013F-HRTimeline
Kathmere Capital Management, LLC3,229$557K0.04%+30313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,040$524K<0.01%-1,74313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,777$479K<0.01%-1,35613F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,596$448K0.03%-37413F-HRTimelineGroup
Riverview Trust Co2,456$424K0.53%013F-HRTimeline
IEQ CAPITAL, LLC2,435$420K<0.01%new13F-HRTimeline
Waverly Advisors, LLC2,412$416K<0.01%-77113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,250$388K0.15%013F-HRTimeline
Orion Porfolio Solutions, LLC2,180$376K<0.01%+49613F-HR/ATimeline
Arkadios Wealth Advisors2,142$370K0.01%013F-HRTimeline
Advisory Services Network, LLC2,109$369K0.01%+16313F-HRTimeline
Graypoint LLC2,135$368K0.02%-11013F-HRTimeline
Chicago Partners Investment Group LLC2,069$366K0.01%+313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,112$364K<0.01%-9,68013F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC2,307$351K0.4%013F-HRTimeline
Pacific Sun Financial Corp2,031$350K0.18%+513F-HRTimeline
AdvisorNet Financial, Inc2,010$347K0.02%-713F-HRTimeline
Atria Wealth Solutions, Inc.1,955$337K0.01%+12713F-HRTimeline
Janney Montgomery Scott LLC1,928$333K<0.01%+54513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,884$325K0.01%+48113F-HRTimelineGroup
GSG Advisors LLC1,814$313K0.09%-2113F-HRTimeline
Orcam Financial Group1,737$300K0.26%+613F-HRTimeline
Creative Planningin group Creative Planning1,672$289K<0.01%013F-HRTimelineGroup
Foster Group, Inc.1,619$279K0.01%new13F-HRTimeline
Stonehearth Capital Management, LLC1,585$273K0.11%-60513F-HRTimeline
J.W. COLE ADVISORS, INC.1,540$266K0.01%-68613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,523$263K0.01%-15413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED1,502$259K0.02%+36013F-HRTimeline
Robertson Stephens Wealth Management, L…1,466$253K0.01%+213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,414$244K<0.01%new13F-HRTimelineGroup
Apeiron RIA LLC1,368$236K0.06%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,325$229K0.01%013F-HRTimeline
Avant Capital LLC1,277$220K0.17%new13F-HRTimeline
Belpointe Asset Management LLC1,268$219K0.01%-2,07913F-HRTimeline
Quantinno Capital Management LP1,220$210K<0.01%new13F-HRTimeline
Cadence Bank1,200$207K0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC1,174$202K0.02%-9,71113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,156$201K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,111$192K0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,100$190K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN752$130K<0.01%+75213F-HRTimelineGroup
Harbor Asset Planning, Inc.609$105K0.1%13F-HRTimeline
First Horizon Advisors, Inc.454$78.3K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC412$71K<0.01%+33913F-HRTimeline
Strategic Wealth Partners, Ltd.352$60.7K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust215$37.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.208$35.9K<0.01%-6,93713F-HRTimeline
Transce3nd, LLC203$35K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc149$25.7K0.01%-32813F-HRTimeline
BARRETT & COMPANY, INC.125$21.6K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.116$20K<0.01%013F-HRTimeline
Avion Wealth107$18K<0.01%013F-HR/ATimeline
Nalls Sherbakoff Group, LLC100$17.3K0.01%013F-HRTimeline
City State Bank100$17.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC92$16K<0.01%-5213F-HRTimelineGroup
Medallion Wealth Advisors, LLC86$14.7K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC70$12.1K<0.01%013F-HR/ATimeline
IFP Advisors, Inc45$7.76K<0.01%-313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management41$7.09K<0.01%+113F-HRTimelineGroup
Central Pacific Bank - Trust Division39$6.73K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.32$5.26K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…28$4.83K<0.01%-2,30113F-HRTimelineGroup
GHP Investment Advisors, Inc.9$1.55K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5$863<0.01%-513F-HRTimelineGroup
Kilter Group LLC1$121<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.