Back to Savant Capital, LLC Savant Capital, LLC

VFVAVFVA
6 quarters

Position history for Savant Capital, LLCSavant Capital, LLC's holdings in VANGUARD WELLINGTON FD

Savant Capital, LLC holds 16,378 shares of VFVA (VANGUARD WELLINGTON FD), worth $2.3M as of 2026-Q2. The position was increased (+87.2% shares). VFVA represents 0.0% of Savant Capital, LLC's portfolio.

Current Value

$2.3M

Current Shares

16,378

Total Value Change

+$2.1M

Total Shares Change

+14,682

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
16,378
+87.2%
$2.3M0.0%$148.43
41
2026-Q1
Decreased
8,750
-1.5%
$1.2M0.0%$133.96
0
2025-Q4
Increased
8,881
+3.2%
$1.2M0.0%$131.46
26
2025-Q3
New
8,609
-
$1.1M0.0%$125.55
35
2024-Q4
Exited
0
-100.0%
$00.0%$114.54
0
2024-Q3
New
1,696
-
$204,3760.0%$115.89
32

Other major holders of VFVA: RWA WEALTH PARTNERS, LLC, VANTAGEPOINT INVESTMENT ADVISERS LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used