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VFMVVFMV
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Position history for LPL Financial LLCLPL Financial LLC's holdings in VANGUARD WELLINGTON FD

LPL Financial LLC holds 128,559 shares of VFMV (VANGUARD WELLINGTON FD), worth $17.9M as of 2026-Q2. The position was increased (+43.4% shares). VFMV represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$17.9M

Current Shares

128,559

Total Value Change

+$13.2M

Total Shares Change

+89,933

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
128,559
+43.4%
$17.9M0.0%$139.36
38
2026-Q1
Decreased
89,657
-16.8%
$11.9M0.0%$139.04
0
2025-Q4
Increased
107,815
+1.8%
$14.1M0.0%$131.45
28
2025-Q3
Increased
105,931
+10.8%
$13.9M0.0%$129.93
31
2025-Q2
Increased
95,580
+186.5%
$12.3M0.0%$125.95
45
2025-Q1
Increased
33,365
+62.8%
$4.2M0.0%$123.41
39
2024-Q4
Decreased
20,491
-47.0%
$2.5M0.0%$117.99
0
2024-Q3
Increased
38,626
+138.1%
$4.7M0.0%$117.98
43

Other major holders of VFMV: Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN, Sequoia Financial Advisors, LLC, NewEdge Advisors, LLC, UBS Group AG

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