Back to ENVESTNET ASSET MANAGEMENT INC ENVESTNET ASSET MANAGEMENT INC

VFMVVFMV
29 quarters

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

ENVESTNET ASSET MANAGEMENT INC holds 21,573 shares of VFMV (VANGUARD WELLINGTON FD), worth $3M as of 2026-Q2. The position was increased (+25.6% shares). VFMV represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$3M

Current Shares

21,573

Total Value Change

+$2.8M

Total Shares Change

+18,874

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21,573
+25.6%
$3M0.0%$139.36
32
2026-Q1
Increased
17,180
+36.3%
$2.3M0.0%$139.04
34
2025-Q4
Increased
12,606
+11.6%
$1.6M0.0%$131.45
29
2025-Q3
Increased
11,296
+25.1%
$1.5M0.0%$129.93
31
2025-Q2
Increased
9,027
+80.8%
$1.2M0.0%$125.95
39
2025-Q1
Decreased
4,993
-21.0%
$632,8540.0%$123.41
0
2024-Q4
Increased
6,317
+10.8%
$761,2570.0%$117.99
27
2024-Q3
Decreased
5,699
-32.8%
$693,1120.0%$117.98
0
2024-Q2
Increased
8,480
+6.8%
$963,7560.0%$110.33
27
2024-Q1
Increased
7,943
+11.2%
$888,7790.0%$108.26
28
2023-Q4
Decreased
7,142
-23.1%
$747,2930.0%$100.90
0
2023-Q3
Decreased
9,281
-2.4%
$892,4960.0%$92.18
0
2023-Q2
Decreased
9,510
-1.9%
$948,9320.0%$94.59
0
2023-Q1
Increased
9,693
+5.1%
$953,6090.0%$92.47
26
2022-Q4
Decreased
9,224
-1.7%
$907,4570.0%$92.68
0
2022-Q3
Increased
9,381
+3.2%
$836,0000.0%$84.50
26
2022-Q2
Increased
9,094
+2.1%
$876,0000.0%$89.85
25
2022-Q1
Decreased
8,904
-5.1%
$921,0000.0%$96.39
0
2021-Q4
Decreased
9,379
-2.3%
$999,0000.0%$98.43
0
2021-Q3
Increased
9,596
+4.7%
$937,0000.0%$90.41
26
2021-Q2
Increased
9,163
+1.6%
$901,0000.0%$89.74
25
2021-Q1
Decreased
9,016
-13.6%
$843,0000.0%$84.71
0
2020-Q4
Decreased
10,440
-2.2%
$934,0000.0%$80.92
0
2020-Q3
Decreased
10,671
-0.5%
$880,0000.0%$73.95
0
2020-Q2
Increased
10,729
+39.2%
$848,0000.0%$69.91
33
2020-Q1
Increased
7,708
+37.3%
$552,0000.0%$64.63
32
2019-Q4
Increased
5,616
+90.6%
$516,0000.0%$81.47
38
2019-Q3
Increased
2,947
+9.2%
$263,0000.0%$78.35
25
2019-Q2
New
2,699
-
$233,0000.0%$75.72
32

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

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