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VFMVVFMV
6 quarters

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

Yes. Raymond James Financial holds 8,412 shares of VFMV, worth $1.2M, as of its Q2 2026 13F filing. It increased the position by 2,447 shares (+41.0%) from Q1 2026. Raymond James Financial has held VFMV since Q1 2025, across 6 quarterly 13F filings.

Current Value

$1.2M

Current Shares

8,412

Total Value Change

+$841,751

Total Shares Change

+5,804

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,412
+41.0%
$1.2M0.0%$139.36
34
2026-Q1
Increased
5,965
+12.4%
$794,7550.0%$132.84
28
2025-Q4
Increased
5,305
+3.8%
$691,6330.0%$129.54
26
2025-Q3
Increased
5,111
+79.1%
$671,0970.0%$129.40
37
2025-Q2
Increased
2,853
+9.4%
$365,8400.0%$125.83
26
2025-Q1
New
2,608
-
$330,5380.0%$123.76
33

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

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