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VFMVVFMV
Showing 8 of 30 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in VANGUARD WELLINGTON FD

COMMONWEALTH EQUITY SERVICES, LLC holds 7,062 shares of VFMV (VANGUARD WELLINGTON FD), worth $984,180 as of 2026-Q2. The position was increased (+4.0% shares). VFMV represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$984,180

Current Shares

7,062

Total Value Change

+$394,180

Total Shares Change

+2,213

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,062
+4.0%
$984,1800.0%$139.36
26
2026-Q1
Decreased
6,792
-6.0%
$904,8400.0%$139.04
0
2025-Q4
Increased
7,223
+0.4%
$941,6800.0%$131.45
25
2025-Q3
Increased
7,196
+2.7%
$945,0000.0%$129.93
26
2025-Q2
Decreased
7,008
-74.2%
$899,0000.0%$125.95
0
2025-Q1
Increased
27,112
+10.8%
$3.4M0.0%$123.41
29
2024-Q4
Increased
24,470
+404.6%
$2.9M0.0%$117.99
42
2024-Q3
Increased
4,849
+24.2%
$590,0000.0%$117.98
30

Other major holders of VFMV: Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN, LPL Financial LLC

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