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VFVAVFVA
Showing 8 of 17 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in VANGUARD WELLINGTON FD

Yes. RWA Wealth Partners holds 72,691 shares of VFVA, worth $10.8M, as of its Q2 2026 13F filing. It reduced the position by 4,007 shares (-5.2%) from Q1 2026. RWA Wealth Partners has held VFVA since Q2 2022, across 17 quarterly 13F filings. VFVA is 0.1% of RWA Wealth Partners' reported 13F portfolio.

Current Value

$10.8M

Current Shares

72,691

Total Value Change

-$61.6M

Total Shares Change

-527,615

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
72,691
-5.2%
$10.8M0.1%$148.43
0
2026-Q1
Decreased
76,698
-7.6%
$10.3M0.1%$133.96
0
2025-Q4
Decreased
83,008
-11.2%
$11M0.1%$131.46
0
2025-Q3
Decreased
93,420
-22.4%
$11.9M0.1%$125.55
0
2025-Q2
Decreased
120,395
-76.4%
$14.2M0.2%$115.90
0
2025-Q1
Decreased
509,809
-4.6%
$58.1M0.7%$110.97
0
2024-Q4
Decreased
534,554
-10.9%
$63.3M0.8%$114.54
0
2024-Q3
Increased
600,306
+0.5%
$72.4M0.9%$115.89
42

Other major holders of VFVA: VANTAGEPOINT INVESTMENT ADVISERS LLC, BANK OF AMERICA CORP /DE/

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