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VFMOVFMO
5 quarters

Position history for &PARTNERS&PARTNERS's holdings in VANGUARD WELLINGTON FD

Yes. &Partners holds 40,952 shares of VFMO, worth $10.2M, as of its Q2 2026 13F filing. It increased the position by 1,541 shares (+3.9%) from Q1 2026. &Partners has held VFMO since Q2 2025, across 5 quarterly 13F filings.

Current Value

$10.2M

Current Shares

40,952

Total Value Change

+$8.1M

Total Shares Change

+28,866

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
40,952
+3.9%
$10.2M0.0%$249.51
29
2026-Q1
Increased
39,411
+51.3%
$7.8M0.0%$196.71
38
2025-Q4
Increased
26,056
+41.7%
$5M0.0%$190.65
36
2025-Q3
Increased
18,392
+52.2%
$3.5M0.0%$190.66
37
2025-Q2
New
12,086
-
$2.1M0.0%$171.36
36

Other major holders of VFMO: WELLS FARGO & COMPANY/MN, Cetera Investment Advisers, LPL Financial LLC

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