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VFMVVFMV
4 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in VANGUARD WELLINGTON FD

Sequoia Financial Advisors, LLC holds 34,945 shares of VFMV (VANGUARD WELLINGTON FD), worth $4.9M as of 2026-Q2. The position was decreased (-27.9% shares). VFMV represents 0.0% of Sequoia Financial Advisors, LLC's portfolio.

Current Value

$4.9M

Current Shares

34,945

Total Value Change

-$4.9M

Total Shares Change

-39,550

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
34,945
-27.9%
$4.9M0.0%$139.36
0
2026-Q1
Decreased
48,437
-19.3%
$6.5M0.0%$139.04
0
2025-Q4
Decreased
60,005
-19.4%
$7.8M0.0%$131.45
0
2025-Q3
New
74,495
-
$9.8M0.1%$129.93
38

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

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