Question 1

How many shares of VFMO does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 40,952 shares of VFMO (VANGUARD WELLINGTON FD).

Question 2

What is &PARTNERS's VFMO position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's VFMO position is worth $10.2M.

Question 3

Is &PARTNERS buying or selling VFMO?

Accepted Answer

In 2026-Q2, &PARTNERS increased their VFMO position (+3.9% change in shares).

Question 4

When did &PARTNERS first buy VFMO?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in VFMO in 2025-Q2. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	40,952	+3.9%	$10.2M	0.0%	$249.51	29
2026-Q1	Increased	39,411	+51.3%	$7.8M	0.0%	$203.93	38
2025-Q4	Increased	26,056	+41.7%	$5M	0.0%	$192.72	36
2025-Q3	Increased	18,392	+52.2%	$3.5M	0.0%	$191.15	37
2025-Q2	New	12,086	-	$2.1M	0.0%	$170.42	36

VFMO5 quarters

VFMO
5 quarters