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Disclosery

VFMV VANGUARD WELLINGTON FD

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US MINIMUM (fund)

41 managers (41 13F filers) reported a position in VFMV shares at 2024-12-31, 697,608 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
41
13F filers
41
New
6
Added
18
Reduced
7
Sold out
6
Shares held by filers
697,608

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ANDERSON HOAGLAND & CO179,328$22M2.26%-5,26513F-HRTimeline
Foundations Investment Advisors, LLC101,199$12.2M0.24%+6,64913F-HRTimeline
NewEdge Advisors, LLC68,419$8.25M0.05%+4213F-HRTimeline
Martin Worley Group57,993$6.99M4.37%13F-HRTimeline
UMB Bank, n.a.35,711$4.3M0.07%-5313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGin group UBS Group AG28,867$3.48M<0.01%+1,74213F-HRTimelineGroup
Cambridge Investment Research Advisors,…26,197$3.16M0.01%+21,33413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,470$2.95M<0.01%+19,62113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC22,020$2.65M0.31%new13F-HRTimeline
LPL Financial LLC20,491$2.47M<0.01%-18,13513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,510$1.63M0.01%+1,15813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,390$1.49M0.01%013F-HRTimelineGroup
Compass Financial Group, INC/SD10,873$1.31M0.25%-29313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,979$1.08M<0.01%+813F-HRTimelineGroup
Keystone Financial Group8,934$1.08M0.11%-5513F-HRTimeline
Orion Porfolio Solutions, LLC8,448$1.02M0.01%+5,26013F-HRTimeline
Orion Portfolio Solutions, LLC8,448$1.02M0.01%+5,26013F-HRTimeline
Glass Jacobson Investment Advisors llc8,284$998K0.33%+6,63513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,317$761K<0.01%+61813F-HRTimelineGroup
Interchange Capital Partners, LLC5,556$670K0.24%013F-HRTimeline
Independence Asset Advisors, LLC5,425$654K3.03%new13F-HRTimeline
SMITH, MOORE & CO.5,029$606K0.06%new13F-HRTimeline
Caitlin John, LLC4,632$558K0.38%-32413F-HRTimeline
D.A. DAVIDSON & CO.3,590$433K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,330$401K<0.01%+1,44113F-HRTimelineGroup
Parkside Financial Bank & Trust3,134$378K0.05%+91413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,700$325K0.01%+74813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,589$312K0.02%+78113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,363$285K<0.01%+87413F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.1,811$218K0.01%new13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,746$210K0.05%-4313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,438$173K<0.01%+84213F-HRTimelineGroup
Parallel Advisors, LLC1,395$168K<0.01%013F-HRTimeline
Arax Advisory Partners766$92.3K0.01%+413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/415$50K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC305$36.8K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…278$33.5K<0.01%new13F-HRTimelineGroup
City State Bank100$12.1K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC65$7.83K<0.01%013F-HRTimeline
McIlrath & Eck, LLC63$7.59K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.