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VFMVVFMV
26 quarters

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

UBS Group AG holds 65,433 shares of VFMV (VANGUARD WELLINGTON FD), worth $9.1M as of 2026-Q2. The position was increased (+0.0% shares). VFMV represents 0.0% of UBS Group AG's portfolio.

Current Value

$9.1M

Current Shares

65,433

Total Value Change

+$9.1M

Total Shares Change

+64,590

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
65,433
+0.0%
$9.1M0.0%$139.36
27
2026-Q1
Increased
65,405
+4.7%
$8.7M0.0%$139.04
29
2025-Q4
Increased
62,444
+1.0%
$8.1M0.0%$131.45
28
2025-Q3
Increased
61,835
+3.7%
$8.1M0.0%$129.93
29
2025-Q2
Increased
59,621
+37.6%
$7.6M0.0%$125.95
36
2025-Q1
Increased
43,326
+50.1%
$5.5M0.0%$123.41
37
2024-Q4
Increased
28,867
+6.4%
$3.5M0.0%$117.99
28
2024-Q3
Decreased
27,125
-0.4%
$3.3M0.0%$117.98
0
2024-Q2
Increased
27,240
+2.7%
$3.1M0.0%$110.33
27
2024-Q1
Increased
26,532
+6.6%
$3M0.0%$108.26
28
2023-Q4
Decreased
24,894
-4.5%
$2.6M0.0%$100.90
0
2023-Q3
Decreased
26,066
-2.8%
$2.5M0.0%$92.18
0
2023-Q2
Decreased
26,822
-0.4%
$2.7M0.0%$94.59
0
2023-Q1
Increased
26,941
+6734x
$2.7M0.0%$92.47
42
2022-Q4
Decreased
4
-99.7%
$3940.0%$92.68
0
2022-Q3
New
1,416
-
$126,0000.0%$84.50
31
2022-Q2
Exited
0
-100.0%
$00.0%$89.85
0
2022-Q1
Increased
206
+71.7%
$21,0000.0%$96.39
19
2021-Q4
Decreased
120
-83.2%
$13,0000.0%$98.43
0
2021-Q3
Decreased
716
-65.9%
$70,0000.0%$90.41
0
2021-Q2
Decreased
2,099
-37.9%
$206,0000.0%$89.74
0
2021-Q1
Decreased
3,378
-15.9%
$316,0000.0%$84.71
0
2020-Q4
Increased
4,017
+5.9%
$359,0000.0%$80.92
25
2020-Q3
Increased
3,792
+102.8%
$313,0000.0%$73.95
38
2020-Q2
Increased
1,870
+121.8%
$148,0000.0%$69.91
36
2020-Q1
New
843
-
$60,0000.0%$64.63
32

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

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