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Disclosery

VFMV VANGUARD WELLINGTON FD

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US MINIMUM (fund)

67 managers (67 13F filers) reported a position in VFMV shares at 2025-09-30, 1,104,982 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
67
13F filers
67
New
11
Added
25
Reduced
17
Sold out
8
Shares held by filers
1,104,982

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
ANDERSON HOAGLAND & CO176,868$23.2M2.08%-1,59313F-HRTimeline
Foundations Investment Advisors, LLC144,298$18.9M0.28%+4,61313F-HRTimeline
LPL Financial LLC105,931$13.9M<0.01%+10,35113F-HRTimeline
Sequoia Financial Advisors, LLC74,495$9.78M0.06%new13F-HRTimeline
NewEdge Advisors, LLC70,658$9.28M0.04%+2,99613F-HRTimeline
UBS Group AGin group UBS Group AG61,835$8.12M<0.01%+2,21413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,735$5.61M0.04%+8,86013F-HRTimelineGroup
UMB Bank, n.a.34,230$4.49M0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TITLEIST ASSET MANAGEMENT, LLC32,748$4.3M0.38%+97513F-HRTimeline
Sculati Wealth Management, LLC29,972$3.94M1.39%+8,60913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,856$3.79M0.02%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,655$3.63M0.01%-1,04013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV25,497$3.35M0.22%+2,50713F-HRTimeline
Independence Asset Advisors, LLC21,003$2.76M1.17%+8813F-HRTimeline
SMITH, MOORE & CO.18,057$2.37M0.18%-2,23613F-HRTimeline
Cetera Investment Advisers17,762$2.33M<0.01%+14,19813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,700$1.67M<0.01%-9,20013F-HRTimelineGroup
Arax Advisory Partners14,649$1.54M0.02%+13,87613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,378$1.49M0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,296$1.48M<0.01%+2,26913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,871$1.43M<0.01%+1,13713F-HRTimelineGroup
Glass Jacobson Investment Advisors llc9,904$1.3M0.47%+65913F-HRTimeline
Orion Porfolio Solutions, LLC9,364$1.23M0.01%-2,04613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,194$1.2M<0.01%-44613F-HRTimelineGroup
Compass Financial Group, INC/SD8,999$1.18M0.18%-10213F-HRTimeline
Keystone Financial Group8,867$1.16M0.09%-27213F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC7,196$945K<0.01%+18813F-HRTimeline
MML INVESTORS SERVICES, LLC5,577$732K<0.01%+79213F-HRTimeline
Interchange Capital Partners, LLC5,556$730K0.14%013F-HRTimeline
Belpointe Asset Management LLC5,235$687K0.03%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,111$671K<0.01%+2,25813F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,285$563K0.09%+39513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,066$534K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.3,590$471K<0.01%+40013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth3,319$433K<0.01%+1,34413F-HRTimelineGroup
Parallel Advisors, LLC3,265$429K0.01%-7513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,144$413K0.01%-6513F-HRTimelineGroup
Caitlin John, LLC3,090$406K0.28%+913F-HRTimeline
Retireful, LLC3,055$401K0.39%-45913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,051$401K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,938$386K0.02%-5013F-HRTimeline
Signal Advisors Wealth, LLC2,767$363K0.03%+1,15113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,548$335K0.17%+93213F-HRTimeline
OLD MISSION CAPITAL LLC2,542$334K0.01%new13F-HRTimeline
Elm3 Financial Group, LLC2,058$270K0.22%-12113F-HRTimeline
Parkside Financial Bank & Trust2,031$267K0.02%-613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,028$266K0.02%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,945$255K<0.01%new13F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…1,748$230K0.04%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…951$125K0.01%-1,01213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…913$120K<0.01%-1,04513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY526$69.1K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.482$63.3K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/459$60.3K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…274$36K<0.01%+2413F-HRTimelineGroup
Physician Wealth Advisors, Inc.270$35.5K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC210$27.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc209$27.5K<0.01%-2313F-HRTimeline
Geneos Wealth Management Inc.164$21.6K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…130$17.1K<0.01%013F-HRTimeline
City State Bank100$13.1K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC67$8.8K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC65$8.54K<0.01%013F-HRTimeline
McIlrath & Eck, LLC63$8.27K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.58$7.62K<0.01%new13F-HRTimeline
IFP Advisors, Inc51$6.7K<0.01%new13F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC23$3K<0.01%new13F-HRTimelineGroup