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Disclosery

VFMV VANGUARD WELLINGTON FD

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US MINIMUM (fund)

73 managers (73 13F filers) reported a position in VFMV shares at 2025-12-31, 1,165,290 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
73
13F filers
73
New
8
Added
32
Reduced
17
Sold out
3
Shares held by filers
1,165,290

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
ANDERSON HOAGLAND & CO176,030$22.9M1.97%-83813F-HRTimeline
Foundations Investment Advisors, LLC148,658$19.4M0.25%+4,36013F-HRTimeline
LPL Financial LLC107,815$14.1M<0.01%+1,88413F-HRTimeline
NewEdge Advisors, LLC67,604$8.81M0.03%-3,05413F-HRTimeline
UBS Group AGin group UBS Group AG62,444$8.14M<0.01%+60913F-HRTimelineGroup
Sequoia Financial Advisors, LLC60,005$7.82M0.04%-14,49013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.48,067$6.27M0.04%+5,33213F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC37,838$4.93M0.4%+5,09013F-HRTimeline
UMB Bank, n.a.34,269$4.47M0.06%+3913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sculati Wealth Management, LLC32,830$4.28M1.51%+2,85813F-HRTimeline
Cornerstone Planning, LLC29,709$3.9M0.9%13F-HRTimeline
SMITH, MOORE & CO.29,816$3.89M0.29%+11,75913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29,396$3.83M0.24%+3,89913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,358$3.83M0.02%+50213F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,820$3.63M0.01%+16513F-HRTimeline
Cetera Investment Advisers18,690$2.44M<0.01%+92813F-HRTimeline
Independence Asset Advisors, LLC18,541$2.42M1.33%-2,46213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP15,300$1.99M<0.01%+2,60013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,606$1.64M<0.01%+1,31013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,378$1.48M0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,810$1.41M<0.01%-6113F-HRTimelineGroup
TD Waterhouse Canada Inc.10,338$1.35M0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc10,167$1.33M0.48%+26313F-HRTimeline
Belpointe Asset Management LLC9,484$1.24M0.04%+4,24913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,384$1.22M<0.01%+19013F-HRTimelineGroup
Keystone Financial Group9,003$1.17M0.09%+13613F-HRTimeline
Compass Financial Group, INC/SD8,499$1.11M0.16%-50013F-HRTimeline
Orion Porfolio Solutions, LLC8,301$1.08M0.01%-1,06313F-HRTimeline
MML INVESTORS SERVICES, LLC7,581$988K<0.01%+2,00413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,223$942K<0.01%+2713F-HRTimeline
Interchange Capital Partners, LLC5,556$724K0.13%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,305$692K<0.01%+19413F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,285$559K0.08%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,066$530K<0.01%013F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC3,763$488K0.22%+1,21513F-HRTimeline
Signal Advisors Wealth, LLC3,741$488K0.04%+97413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,391$442K<0.01%+34013F-HRTimelineGroup
OLD MISSION CAPITAL LLC3,283$428K0.02%+74113F-HRTimeline
D.A. DAVIDSON & CO.3,190$416K<0.01%-40013F-HRTimeline
Caitlin John, LLC3,080$401K0.26%-1013F-HRTimeline
Parallel Advisors, LLC3,065$400K0.01%-20013F-HRTimeline
Quantinno Capital Management LP3,038$396K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,881$376K0.02%-5713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,802$365K0.01%-34213F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED2,756$362K0.02%+72813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth2,469$322K<0.01%-85013F-HRTimelineGroup
Elm3 Financial Group, LLC2,335$304K0.25%+27713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,269$296K<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust2,031$265K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,910$249K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,903$248K0.01%+95213F-HRTimelineGroup
Western Wealth Management, LLC1,707$222K0.01%new13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,659$216K0.04%-8913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,295$169K<0.01%+38213F-HRTimelineGroup
Arax Advisory Partners782$102K<0.01%-13,86713F-HRTimeline
HARBOUR INVESTMENTS, INC.566$73.8K<0.01%+8413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY524$68.3K<0.01%-213F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/459$59.8K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…413$53.8K<0.01%+13913F-HR/ATimelineGroup
Geneos Wealth Management Inc.306$39.8K<0.01%+14213F-HRTimeline
Physician Wealth Advisors, Inc.270$35.2K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC229$30K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC210$27.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…130$16.9K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc116$15.1K<0.01%-9313F-HRTimeline
City State Bank100$13K<0.01%013F-HRTimeline
Triumph Capital Management97$12.6K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC84$11K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC65$8.47K<0.01%013F-HRTimeline
McIlrath & Eck, LLC63$8.21K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.58$7.56K<0.01%013F-HRTimeline
IFP Advisors, Inc51$6.65K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC23$3K<0.01%013F-HR/ATimelineGroup