Back to RAYMOND JAMES FINANCIAL INC RAYMOND JAMES FINANCIAL INC

VFMOVFMO
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in VANGUARD WELLINGTON FD

RAYMOND JAMES FINANCIAL INC holds 156,997 shares of VFMO (VANGUARD WELLINGTON FD), worth $39.2M as of 2026-Q2. The position was increased (+4.6% shares). VFMO represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$39.2M

Current Shares

156,997

Total Value Change

+$28.1M

Total Shares Change

+89,553

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
156,997
+4.6%
$39.2M0.0%$249.51
30
2026-Q1
Increased
150,035
+32.4%
$29.6M0.0%$203.93
37
2025-Q4
Increased
113,298
+63.8%
$21.7M0.0%$192.72
41
2025-Q3
Decreased
69,162
-12.1%
$13.3M0.0%$191.15
0
2025-Q2
Increased
78,675
+6.0%
$13.6M0.0%$170.42
30
2025-Q1
Increased
74,212
+10.0%
$11.3M0.0%$150.31
31
2024-Q4
New
67,444
-
$11.1M0.0%$163.56
38

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used