VFMO VANGUARD WELLINGTON FD
FollowSHS (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in VFMO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Wilkins Miller Wealth Management, LLC | 14,601 | $3.32M | 1.87% | -199 | 13F-HRTimeline |
| Breakwater Capital Group | 3,588 | $815K | 0.1% | +476 | 13F-HRTimeline |
| DAVIDSON TRUST CO | 2,218 | $504K | 0.2% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 1,782 | $405K | <0.01% | -9,365 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 1,499 | $342K | <0.01% | +3 | 13F-HRTimeline |
| Versant Capital Management, Inc | 141 | $32K | <0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 42 | $9.54K | <0.01% | new | 13F-HRTimeline |
| Central Pacific Bank - Trust Division | 39 | $8.86K | <0.01% | 0 | 13F-HRTimeline |