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VFMFVFMF
30 quarters

Position history for UBS Group AGUBS Group AG's holdings in VANGUARD WELLINGTON FD

UBS Group AG holds 8,360 shares of VFMF (VANGUARD WELLINGTON FD), worth $1.5M as of 2026-Q2. The position was increased (+18.1% shares). VFMF represents 0.0% of UBS Group AG's portfolio.

Current Value

$1.5M

Current Shares

8,360

Total Value Change

+$1.1M

Total Shares Change

+3,576

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,360
+18.1%
$1.5M0.0%$176.97
30
2026-Q1
Decreased
7,078
-12.8%
$1.1M0.0%$160.94
0
2025-Q4
Increased
8,117
+3.8%
$1.2M0.0%$152.14
26
2025-Q3
Increased
7,820
+6.3%
$1.1M0.0%$143.68
27
2025-Q2
Decreased
7,353
-20.8%
$988,9630.0%$132.86
0
2025-Q1
Increased
9,281
+25.1%
$1.2M0.0%$123.93
31
2024-Q4
Increased
7,420
+29.9%
$968,9040.0%$128.33
32
2024-Q3
Increased
5,713
+44.6%
$744,9470.0%$127.14
33
2024-Q2
Increased
3,952
+4.5%
$483,7490.0%$119.34
25
2024-Q1
Increased
3,780
+6.6%
$479,6370.0%$123.15
26
2023-Q4
Increased
3,546
+1.1%
$407,2440.0%$111.08
24
2023-Q3
Decreased
3,509
-16.1%
$362,3390.0%$99.39
0
2023-Q2
Increased
4,181
+74.4%
$434,4480.0%$98.90
36
2023-Q1
Increased
2,397
+307.6%
$237,5330.0%$93.09
37
2022-Q4
Increased
588
+40.3%
$58,1120.0%$93.72
19
2022-Q3
Decreased
419
-65.5%
$37,0000.0%$83.32
0
2022-Q2
Increased
1,213
+158.6%
$109,0000.0%$84.80
24
2022-Q1
Decreased
469
-20.6%
$49,0000.0%$98.16
0
2021-Q4
New
591
-
$63,0000.0%$99.37
32
2021-Q3
Exited
0
-100.0%
$00.0%$93.62
0
2021-Q2
Increased
1,546
+28.0%
$156,0000.0%$92.27
28
2021-Q1
Decreased
1,208
-43.6%
$117,0000.0%$88.31
0
2020-Q4
Decreased
2,142
-20.6%
$180,0000.0%$76.29
0
2020-Q3
Decreased
2,699
-20.7%
$192,0000.0%$64.27
0
2020-Q2
Decreased
3,405
-24.7%
$231,0000.0%$60.08
0
2020-Q1
Decreased
4,520
-47.4%
$255,0000.0%$51.67
0
2019-Q4
Increased
8,592
+17.0%
$698,0000.0%$72.69
29
2019-Q3
Decreased
7,346
-9.8%
$556,0000.0%$67.07
0
2019-Q2
Increased
8,145
+70.3%
$618,0000.0%$67.49
36
2019-Q1
New
4,784
-
$358,0000.0%$66.34
33

Other major holders of VFMF: ENVESTNET ASSET MANAGEMENT INC

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