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VFMOVFMO
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Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in VANGUARD WELLINGTON FD

Yes. Envestnet holds 84,133 shares of VFMO, worth $21M, as of its Q2 2026 13F filing. It reduced the position by 7,715 shares (-8.4%) from Q1 2026. Envestnet has held VFMO since Q3 2021, across 20 quarterly 13F filings.

Current Value

$21M

Current Shares

84,133

Total Value Change

+$7.8M

Total Shares Change

+1,923

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
84,133
-8.4%
$21M0.0%$249.51
0
2026-Q1
Increased
91,848
+9.1%
$18.1M0.0%$196.71
31
2025-Q4
Decreased
84,162
-5.3%
$16.1M0.0%$190.65
0
2025-Q3
Decreased
88,850
-3.5%
$17M0.0%$190.66
0
2025-Q2
Increased
92,105
+14.5%
$15.9M0.0%$171.36
32
2025-Q1
Decreased
80,449
-1.0%
$12.2M0.0%$150.19
0
2024-Q4
Decreased
81,235
-1.2%
$13.4M0.0%$162.40
0
2024-Q3
Decreased
82,210
-7.4%
$13.2M0.0%$158.60
0

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

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