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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 2025-09-30, 3,309,830 shares in all. 18 filers opened a position and 13 filers sold out during the quarter.

Managers
139
13F filers
140
New
18
Added
60
Reduced
37
Sold out
13
Shares held by filers
3,309,830

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
RITHOLTZ WEALTH MANAGEMENT628,387$120M2.34%+30,64113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…343,484$65.8M1.32%-5,15313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN300,654$57.6M0.01%+299,90213F-HRTimelineGroup
Strategic Financial Services, Inc.280,279$53.7M2.69%+78213F-HRTimeline
DAVIDSON INVESTMENT ADVISORS139,778$26.8M1.14%+7,47913F-HRTimeline
ANDERSON HOAGLAND & CO119,040$22.8M2.05%+65013F-HRTimeline
Systelligence, LLC118,604$22.7M4.31%-59,91813F-HRTimeline
CABOT WEALTH MANAGEMENT INC108,229$20.7M2.3%+26813F-HRTimeline
Empirical Financial Services, LLC d.b.a…103,917$19.9M0.4%-3,60113F-HRTimeline
LPL Financial LLC103,820$19.9M0.01%+4,01213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,850$17M<0.01%-3,25513F-HRTimelineGroup
Cetera Investment Advisers83,136$15.9M0.02%-227,87913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,162$13.3M<0.01%-9,51313F-HRTimelineGroup
Armbruster Capital Management, Inc.47,750$9.15M1.56%-69813F-HRTimeline
Financial Partners Group, Inc40,355$7.73M0.96%-8,81013F-HRTimeline
NewEdge Advisors, LLC32,314$6.19M0.03%+3,15613F-HRTimeline
Private Advisor Group, LLC30,402$5.82M0.03%+4,05813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC29,252$5.6M0.02%+24,74513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,235$5.22M<0.01%-21,07913F-HR/ATimelineGroup
LINCOLN CAPITAL CORP26,231$5.03M1.81%-5213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.24,743$4.74M0.23%+82613F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,810$4.18M<0.01%+48913F-HRTimelineGroup
UMB Bank, n.a.21,607$4.14M0.06%+3213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hobart Private Capital, LLC21,083$4.04M0.85%-25013F-HRTimeline
Betterment LLC20,668$3.96M0.01%+32413F-HRTimeline
Redhawk Wealth Advisors, Inc.20,620$3.95M0.46%+41313F-HRTimeline
Merit Financial Group, LLC19,200$3.68M0.03%+1,30113F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,236$3.62M0.01%+5,75213F-HRTimelineGroup
&PARTNERS18,392$3.54M0.02%+6,30613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,033$3.26M<0.01%+1,47313F-HRTimeline
Cambridge Investment Research Advisors,…15,571$2.98M0.01%+1113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding14,797$2.84M+2,354Timeline
Payne Capital LLC14,070$2.7M2.73%13F-HRTimeline
Financial Freedom, LLC13,780$2.64M1.32%+6,12513F-HRTimeline
Nova R Wealth, Inc.12,297$2.36M1%-31513F-HRTimeline
Wilkins Miller Wealth Management, LLC11,498$2.19M1.35%+4,19213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,113$2.13M0.04%new13F-HRTimeline
WEDBUSH SECURITIES INC9,560$1.83M0.06%+2,16613F-HRTimeline
Caitlin John, LLC9,371$1.8M1.25%-29213F-HRTimeline
Certus Wealth Management, LLC9,080$1.74M1.04%-40113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,923$1.69M0.14%013F-HRTimeline
Nova Wealth Management, Inc.8,558$1.64M1.15%-1,23313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth8,362$1.62M0.02%+2,99213F-HRTimelineGroup
IAM Advisory, LLC8,375$1.6M0.36%+6513F-HRTimeline
Clearstead Advisors, LLC8,294$1.59M0.02%-1,60813F-HRTimeline
Aspect Partners, LLC8,219$1.57M0.71%+22813F-HRTimeline
COMERICA BANK8,158$1.56M0.01%-22213F-HRTimeline
IEQ CAPITAL, LLC7,461$1.43M<0.01%+5,02613F-HRTimeline
BLB&B Advisors, LLC7,250$1.39M0.06%013F-HRTimeline
OLD MISSION CAPITAL LLC6,729$1.29M0.05%-1,46813F-HRTimeline
Compass Ion Advisors, LLC6,120$1.17M0.11%+2,24113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,033$1.16M0.07%-57113F-HRTimeline
TFB Advisors LLC5,611$1.11M0.32%+69513F-HRTimeline
PFG Advisors5,727$1.1M0.04%new13F-HRTimeline
SCS Capital Management LLC5,185$993K0.01%+113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,038$965K<0.01%-1,05113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,935$946K0.02%+89213F-HRTimelineGroup
Global Retirement Partners, LLC4,894$938K0.02%-15713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,345$833K<0.01%+11413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,233$811K0.02%-4313F-HRTimeline
Valued Retirements, Inc.4,588$792K0.89%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,990$764K<0.01%+10613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,967$760K0.01%+9513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,930$753K<0.01%new13F-HRTimelineGroup
SMITH, MOORE & CO.3,926$752K0.06%-1,04613F-HRTimeline
Soltis Investment Advisors LLC3,842$736K0.05%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,650$714K0.02%+49013F-HRTimelineGroup
OneDigital Investment Advisors LLC3,678$705K0.01%-45713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,657$701K0.01%+5613F-HRTimelineGroup
Kathmere Capital Management, LLC3,650$699K0.05%+42113F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,453$662K0.22%-13813F-HRTimeline
MML INVESTORS SERVICES, LLC3,441$659K<0.01%-49213F-HRTimeline
United Advisor Group, LLC3,303$633K0.09%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,153$604K<0.01%+11313F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,093$593K<0.01%+31613F-HRTimelineGroup
Advisory Services Network, LLC3,040$583K0.01%+93113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,423$464K0.46%+11613F-HRTimeline
Waverly Advisors, LLC2,412$462K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,385$457K<0.01%+97113F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,372$454K0.02%-22413F-HRTimelineGroup
AdvisorNet Financial, Inc2,357$452K0.03%+34713F-HRTimeline
Seed Wealth Management, Inc.2,330$446K0.31%-90013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,250$431K0.14%013F-HRTimeline
Orion Porfolio Solutions, LLC2,223$426K<0.01%+4313F-HRTimeline
DAVIDSON TRUST CO2,218$425K0.18%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,145$411K0.01%+26113F-HRTimelineGroup
Arkadios Wealth Advisors2,142$410K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC2,071$408K0.01%+213F-HRTimeline
Riverview Trust Co2,128$408K0.49%-32813F-HRTimeline
Mariner, LLCin group Mariner, LLC2,120$406K<0.01%-9,59913F-HRTimelineGroup
Pacific Sun Financial Corp2,021$387K0.19%-1013F-HRTimeline
Janney Montgomery Scott LLC2,005$384K<0.01%+7713F-HRTimeline
Clark Wealth Partners2,007$384K0.23%new13F-HRTimeline
Signal Advisors Wealth, LLC1,889$362K0.03%new13F-HRTimeline
GSG Advisors LLC1,814$348K0.09%013F-HRTimeline
Virtus Family Office LLC1,807$346K0.32%new13F-HRTimeline
Orcam Financial Group1,740$333K0.27%+313F-HRTimeline
Creative Planningin group Creative Planning1,673$320K<0.01%+113F-HRTimelineGroup
Foster Group, Inc.1,648$316K0.01%+2913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,618$310K0.02%+11613F-HRTimeline
Robertson Stephens Wealth Management, L…1,616$310K0.01%+15013F-HRTimeline
Stonehearth Capital Management, LLC1,558$299K0.12%-2713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,526$292K0.01%+313F-HRTimelineGroup
Apeiron RIA LLC1,368$267K0.06%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,332$259K<0.01%+17613F-HRTimeline
Avant Capital LLC1,277$245K0.17%013F-HRTimeline
Quantinno Capital Management LP1,220$234K<0.01%013F-HRTimeline
Cadence Bank1,200$230K0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,185$227K0.13%new13F-HRTimeline
Clear Creek Financial Management, LLC1,181$226K0.02%+713F-HRTimeline
Parallel Advisors, LLC1,100$211K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,095$210K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,046$200K<0.01%-49413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO935$179K<0.01%new13F-HR/ATimelineGroup
Harbor Asset Planning, Inc.717$137K0.12%+10813F-HRTimeline
Federation des caisses Desjardins du Qu…535$103K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC501$96K<0.01%+40913F-HRTimelineGroup
Strategic Wealth Partners, Ltd.352$67.4K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…335$64.2K<0.01%-77613F-HRTimelineGroup
Geneos Wealth Management Inc.243$46.6K<0.01%+3513F-HRTimeline
Parkside Financial Bank & Trust215$41.2K<0.01%013F-HRTimeline
Versant Capital Management, Inc141$27K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.125$23.9K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc105$20.1K0.01%-4413F-HRTimeline
Avion Wealth107$20K<0.01%013F-HRTimeline
Tidemark, LLC104$19.9K0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC100$19.2K0.01%013F-HRTimeline
City State Bank100$19.2K0.01%013F-HRTimeline
Farther Finance Advisors, LLC100$19.2K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC86$16.5K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC68$13K<0.01%-213F-HRTimeline
Cloud Capital Management, LLC65$12K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management41$7.88K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division39$7.47K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.32$6.13K<0.01%013F-HRTimeline
IFP Advisors, Inc20$3.83K<0.01%-2513F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…19$3.64K<0.01%+1413F-HRTimelineGroup
Quent Capital, LLC15$2.87K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.9$1.73K<0.01%013F-HRTimeline