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

Yes. Envestnet holds 21,573 shares of VFMV, worth $3M, as of its Q2 2026 13F filing. It increased the position by 4,393 shares (+25.6%) from Q1 2026. Envestnet has held VFMV since Q2 2019, across 29 quarterly 13F filings.

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%$132.84
34
2025-Q4
Increased
12,606
+11.6%
$1.6M0.0%$129.54
29
2025-Q3
Increased
11,296
+25.1%
$1.5M0.0%$129.40
31
2025-Q2
Increased
9,027
+80.8%
$1.2M0.0%$125.83
39
2025-Q1
Decreased
4,993
-21.0%
$632,8540.0%$123.76
0
2024-Q4
Increased
6,317
+10.8%
$761,2570.0%$117.21
27
2024-Q3
Decreased
5,699
-32.8%
$693,1120.0%$117.73
0
2024-Q2
Increased
8,480
+6.8%
$963,7560.0%$109.63
27
2024-Q1
Increased
7,943
+11.2%
$888,7790.0%$107.57
28
2023-Q4
Decreased
7,142
-23.1%
$747,2930.0%$100.25
0
2023-Q3
Decreased
9,281
-2.4%
$892,4960.0%$91.59
0
2023-Q2
Decreased
9,510
-1.9%
$948,9320.0%$94.63
0
2023-Q1
Increased
9,693
+5.1%
$953,6090.0%$92.80
26
2022-Q4
Decreased
9,224
-1.7%
$907,4570.0%$92.09
0
2022-Q3
Increased
9,381
+3.2%
$836,0000.0%$82.84
26
2022-Q2
Increased
9,094
+2.1%
$876,0000.0%$89.04
25
2022-Q1
Decreased
8,904
-5.1%
$921,0000.0%$95.16
0
2021-Q4
Decreased
9,379
-2.3%
$999,0000.0%$97.69
0
2021-Q3
Increased
9,596
+4.7%
$937,0000.0%$89.11
26
2021-Q2
Increased
9,163
+1.6%
$901,0000.0%$89.16
25
2021-Q1
Decreased
9,016
-13.6%
$843,0000.0%$84.61
0
2020-Q4
Decreased
10,440
-2.2%
$934,0000.0%$80.90
0
2020-Q3
Decreased
10,671
-0.5%
$880,0000.0%$73.93
0
2020-Q2
Increased
10,729
+39.2%
$848,0000.0%$70.59
33
2020-Q1
Increased
7,708
+37.3%
$552,0000.0%$63.52
32
2019-Q4
Increased
5,616
+90.6%
$516,0000.0%$81.06
38
2019-Q3
Increased
2,947
+9.2%
$263,0000.0%$78.05
25
2019-Q2
New
2,699
-
$233,0000.0%$75.24
32

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

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