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Disclosery

VFMO VANGUARD WELLINGTON FD

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SHS (fund)

162 managers (163 13F filers) reported a position in VFMO shares at 2025-12-31, 3,065,296 shares in all. 22 filers opened a position and 5 filers sold out during the quarter.

Managers
162
13F filers
163
New
22
Added
62
Reduced
41
Sold out
5
Shares held by filers
3,065,296

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
RITHOLTZ WEALTH MANAGEMENT651,008$125M2.27%+22,62113F-HRTimeline
Strategic Financial Services, Inc.284,153$58.5M2.7%+3,87413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…159,160$30.4M0.58%-184,32413F-HRTimelineGroup
DAVIDSON INVESTMENT ADVISORS146,589$28M1.17%+6,81113F-HRTimeline
LPL Financial LLC140,128$26.8M0.01%+36,30813F-HRTimeline
CABOT WEALTH MANAGEMENT INC114,327$21.9M2.42%+6,09813F-HRTimeline
ANDERSON HOAGLAND & CO113,683$21.7M1.87%-5,35713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC113,298$21.7M0.01%+44,13613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…106,121$20.3M0.36%+2,20413F-HRTimeline
Systelligence, LLC105,314$20.1M3.83%-13,29013F-HRTimeline
Cetera Investment Advisers85,311$16.3M0.02%+2,17513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC84,162$16.1M<0.01%-4,68813F-HRTimelineGroup
Financial Partners Group, Inc49,507$10M1.16%+9,15213F-HRTimeline
Armbruster Capital Management, Inc.44,991$8.6M1.44%-2,75913F-HRTimeline
UBS Group AGin group UBS Group AG43,066$8.24M<0.01%+21,25613F-HRTimelineGroup
NewEdge Advisors, LLC33,307$6.37M0.02%+99313F-HRTimeline
Private Advisor Group, LLC32,393$6.2M0.03%+1,99113F-HRTimeline
Hobart Private Capital, LLC31,458$6.02M1.17%+10,37513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…29,592$5.66M0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC26,873$5.14M0.04%+7,67313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,806$5.13M<0.01%-42913F-HRTimelineGroup
&PARTNERS26,056$4.97M0.03%+7,66413F-HRTimeline
LINCOLN CAPITAL CORP25,877$4.95M1.76%-35413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.25,313$4.84M0.23%+57013F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.22,673$4.34M0.49%+2,05313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,377$4.09M0.01%+2,14113F-HRTimelineGroup
Cambridge Investment Research Advisors,…20,847$3.99M0.01%+5,27613F-HRTimeline
Betterment LLC20,783$3.98M0.01%+11513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,708$3.77M0.01%+2,67513F-HRTimeline
UMB Bank, n.a.19,308$3.69M0.05%-2,29913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Freedom, LLC18,421$3.52M1.75%+4,64113F-HRTimeline
Farther Finance Advisors, LLC14,581$2.79M0.03%+14,48113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding14,494$2.77M-303Timeline
Payne Capital LLC14,092$2.7M2.74%+2213F-HRTimeline
Wilkins Miller Wealth Management, LLC13,825$2.64M1.57%+2,32713F-HRTimeline
WIN ADVISORS, INC12,996$2.49M1.06%new13F-HRTimeline
Nova R Wealth, Inc.12,082$2.31M0.84%-21513F-HRTimeline
WEDBUSH SECURITIES INC11,148$2.13M0.06%+1,58813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC10,470$2M0.01%-18,78213F-HRTimelineGroup
Aspect Partners, LLC9,559$1.83M0.8%+1,34013F-HRTimeline
Janney Montgomery Scott LLC9,288$1.78M<0.01%+7,28313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,283$1.78M0.12%-64013F-HRTimeline
Caitlin John, LLC9,160$1.75M1.15%-21113F-HRTimeline
Valued Retirements, Inc.8,337$1.59M1.56%+3,74913F-HRTimeline
IAM Advisory, LLC8,276$1.58M0.35%-9913F-HRTimeline
Compass Ion Advisors, LLC8,242$1.58M0.15%+2,12213F-HRTimeline
IEQ CAPITAL, LLC8,179$1.56M<0.01%+71813F-HRTimeline
COMERICA BANK8,158$1.56M0.01%013F-HRTimeline
Nova Wealth Management, Inc.7,805$1.49M1.02%-75313F-HRTimeline
BLB&B Advisors, LLC7,250$1.39M0.06%013F-HRTimeline
Clearstead Advisors, LLC7,051$1.35M0.02%-1,24313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,634$1.27M0.02%new13F-HRTimelineGroup
PFG Advisors6,465$1.24M0.06%+73813F-HRTimeline
Blom & Howell Financial Planning, Inc.6,246$1.19M1.19%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,121$1.17M0.07%+8813F-HRTimeline
TFB Advisors LLC5,803$1.11M0.31%+19213F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,659$1.08M0.01%-2,70313F-HRTimelineGroup
Odyssey Capital Advisors, Inc.5,602$1.07M0.95%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,147$984K0.02%+21213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,037$963K<0.01%-113F-HRTimeline
Global Retirement Partners, LLC4,735$906K0.02%-15913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,571$874K<0.01%+58113F-HRTimeline
HARBOUR INVESTMENTS, INC.4,236$810K0.02%+313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,018$769K<0.01%-32713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,980$761K<0.01%+53913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,671$759K0.02%+2113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,939$753K0.01%-2813F-HRTimelineGroup
Kathmere Capital Management, LLC3,842$735K0.05%+19213F-HRTimeline
Redwood Family Wealth LLC3,826$732K0.72%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,720$711K0.01%+6313F-HRTimelineGroup
SMITH, MOORE & CO.3,601$689K0.05%-32513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,467$663K0.01%-7,64613F-HRTimeline
United Advisor Group, LLC3,303$632K0.08%013F-HRTimeline
OneDigital Investment Advisors LLC3,287$629K0.01%-39113F-HRTimeline
Signal Advisors Wealth, LLC3,242$620K0.05%+1,35313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,083$590K0.2%-37013F-HR/ATimeline
Soltis Investment Advisors LLC3,066$586K0.04%-77613F-HR/ATimeline
OLD MISSION CAPITAL LLC2,971$568K0.02%-3,75813F-HRTimeline
Breakwater Capital Group2,843$544K0.08%new13F-HRTimeline
Advisory Services Network, LLC2,830$541K0.01%-21013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,724$521K<0.01%-36913F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,680$513K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,647$506K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,619$501K<0.01%+23413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,520$482K0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,484$475K<0.01%+36413F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC2,463$471K0.49%+4013F-HRTimeline
Waverly Advisors, LLC2,412$461K<0.01%013F-HRTimeline
Virtus Family Office LLC2,360$451K0.39%+55313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC2,337$447K0.02%-3513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,336$447K<0.01%new13F-HRTimelineGroup
Seed Wealth Management, Inc.2,330$446K0.31%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,275$435K<0.01%+13013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,271$434K<0.01%-88213F-HR/ATimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC2,250$430K0.13%013F-HRTimeline
Arkadios Wealth Advisors2,249$430K0.01%+10713F-HRTimeline
Chicago Partners Investment Group LLC2,072$428K0.01%+113F-HRTimeline
DAVIDSON TRUST CO2,218$424K0.18%013F-HRTimeline
Pacific Sun Financial Corp2,139$409K0.2%+11813F-HRTimeline
Riverview Trust Co2,128$407K0.49%013F-HRTimeline
Clark Wealth Partners2,007$384K0.23%013F-HRTimeline
Orion Porfolio Solutions, LLC1,993$381K<0.01%-23013F-HRTimeline
SCS Capital Management LLC1,889$361K<0.01%-3,29613F-HRTimeline
Creative Planningin group Creative Planning1,886$361K<0.01%+21313F-HRTimelineGroup
GSG Advisors LLC1,801$344K0.09%-1313F-HRTimeline
Orcam Financial Group1,743$333K0.25%+313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,659$333K<0.01%+32713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,621$312K0.02%+313F-HRTimeline
AdvisorNet Financial, Inc1,600$306K0.02%-75713F-HRTimeline
Stonehearth Capital Management, LLC1,561$299K0.11%+313F-HRTimeline
Foster Group, Inc.1,537$294K0.01%-11113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,529$292K0.01%+313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…1,509$289K0.01%-10713F-HRTimeline
Coquina Private Wealth LLC1,484$284K0.23%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,399$268K<0.01%+30413F-HRTimelineGroup
Avant Capital LLC1,279$245K0.17%+213F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,275$244K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,267$242K<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc1,237$237K<0.01%new13F-HRTimeline
Quantinno Capital Management LP1,220$233K<0.01%013F-HRTimeline
Cadence Bank1,200$230K0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,185$227K0.13%013F-HRTimeline
Clear Creek Financial Management, LLC1,183$226K0.02%+213F-HRTimeline
Perigon Wealth Management, LLC1,164$223K<0.01%new13F-HRTimeline
Apeiron RIA LLC1,047$214K0.04%-32113F-HRTimeline
Belpointe Asset Management LLC1,119$214K0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,100$210K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,100$210K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC786$150K<0.01%+28513F-HR/ATimelineGroup
Harbor Asset Planning, Inc.697$133K0.11%-2013F-HRTimeline
Federation des caisses Desjardins du Qu…535$102K<0.01%013F-HRTimeline
City State Bank520$99.5K0.03%+42013F-HRTimeline
High Note Wealth, LLC477$91.2K0.02%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…470$89.9K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…400$76.5K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.352$67.3K<0.01%013F-HRTimeline
North Star Investment Management Corp.325$62.2K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.243$46.5K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust215$41.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc141$27K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.125$23.9K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.116$22.2K<0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc105$20.1K0.01%013F-HRTimeline
Avion Wealth107$20K<0.01%013F-HRTimeline
Tidemark, LLC104$19.9K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC100$19.1K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC86$16.4K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC85$16K<0.01%new13F-HRTimelineGroup
Atomic Invest LLC64$12.3K0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63$12.1K<0.01%-300,59113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management41$7.88K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division39$7.46K<0.01%013F-HRTimeline
AE Wealth Management LLC37$7.08K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.32$6.12K<0.01%013F-HRTimeline
IFP Advisors, Inc20$3.83K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…19$3.63K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15$3.02K<0.01%-92013F-HRTimelineGroup
Quent Capital, LLC15$2.87K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.9$1.72K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7$1.34K<0.01%new13F-HR/ATimelineGroup
Essential Investment Partners LLC6$1.15K<0.01%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$137<0.01%new13F-HRTimelineGroup