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Disclosery

VFMV VANGUARD WELLINGTON FD

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US MINIMUM (fund)

56 managers (57 13F filers) reported a position in VFMV shares at 2025-03-31, 1,142,802 shares in all. 19 filers opened a position and 3 filers sold out during the quarter.

Managers
56
13F filers
57
New
19
Added
20
Reduced
10
Sold out
3
Shares held by filers
1,142,802

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Tanglewood Wealth Management, Inc.201,853$25.6M2.88%new13F-HRTimeline
ANDERSON HOAGLAND & CO178,112$20.4M2.42%-1,21613F-HRTimeline
Foundations Investment Advisors, LLC133,637$16.9M0.31%+32,43813F-HRTimeline
NewEdge Advisors, LLC69,505$8.81M0.05%+1,08613F-HRTimeline
Martin Worley Group65,624$8.32M4.75%+7,63113F-HRTimeline
UBS Group AGin group UBS Group AG43,326$5.49M<0.01%+14,45913F-HRTimelineGroup
UMB Bank, n.a.34,312$4.35M0.07%-1,39913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LPL Financial LLC33,365$4.23M<0.01%+12,87413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC32,014$4.06M0.47%+9,99413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,840$3.91M0.04%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,497$3.61M0.01%+2,30013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,112$3.44M<0.01%+2,64213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP21,600$2.74M0.01%new13F-HRTimelineGroup
Peachtree Investment Partners, LLC21,502$2.73M1.08%new13F-HRTimeline
Independence Asset Advisors, LLC20,815$2.64M8.55%+15,39013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,809$2.26M+11,492Timeline
Orion Porfolio Solutions, LLC16,659$2.11M0.02%+8,21113F-HRTimeline
Orion Portfolio Solutions, LLC16,659$2.11M0.02%+8,21113F-HR/ATimeline
SMITH, MOORE & CO.14,363$1.82M0.17%+9,33413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,359$1.69M0.01%-15113F-HRTimeline
Atria Wealth Solutions, Inc.13,103$1.66M0.02%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,969$1.52M0.01%-42113F-HRTimelineGroup
Compass Financial Group, INC/SD9,969$1.26M0.24%-90413F-HRTimeline
Keystone Financial Group9,009$1.14M0.12%+7513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,811$1.12M<0.01%-16813F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc8,284$998K0.33%013F-HRTimeline
Interchange Capital Partners, LLC5,556$704K0.2%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,296$544K<0.01%+1,93313F-HRTimelineGroup
MJP ASSOCIATES INC /ADV4,187$531K0.1%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,187$531K0.06%new13F-HRTimelineGroup
L.M. KOHN & COMPANY3,906$495K0.13%new13F-HRTimeline
Caitlin John, LLC3,690$468K0.46%-94213F-HRTimeline
Cetera Investment Advisers3,606$457K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.3,590$455K<0.01%013F-HRTimeline
Parallel Advisors, LLC3,465$439K0.01%+2,07013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,194$405K0.01%+49413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,948$374K0.02%+35913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,608$331K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,600$330K<0.01%+1,16213F-HRTimelineGroup
Parkside Financial Bank & Trust2,037$258K0.03%-1,09713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth1,975$250K<0.01%new13F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC1,865$236K0.06%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,687$214K0.01%-12413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,747$212K0.05%+113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,506$191K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners769$97.4K0.01%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/415$52.6K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.270$34.2K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.163$20.6K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…130$16.5K<0.01%new13F-HRTimeline
City State Bank100$12.7K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC65$8.24K<0.01%013F-HRTimeline
McIlrath & Eck, LLC63$7.99K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc57$7.28K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12$1.56K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.