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VFMVVFMV
Showing 8 of 17 quarters

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

Yes. LPL Financial holds 128,559 shares of VFMV, worth $17.9M, as of its Q2 2026 13F filing. It increased the position by 38,902 shares (+43.4%) from Q1 2026. LPL Financial has held VFMV since Q2 2022, across 17 quarterly 13F filings.

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%$132.84
0
2025-Q4
Increased
107,815
+1.8%
$14.1M0.0%$129.54
28
2025-Q3
Increased
105,931
+10.8%
$13.9M0.0%$129.40
31
2025-Q2
Increased
95,580
+186.5%
$12.3M0.0%$125.83
45
2025-Q1
Increased
33,365
+62.8%
$4.2M0.0%$123.76
39
2024-Q4
Decreased
20,491
-47.0%
$2.5M0.0%$117.21
0
2024-Q3
Increased
38,626
+138.1%
$4.7M0.0%$117.73
43

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

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