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VFMFVFMF
12 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in VANGUARD WELLINGTON FD

Yes. Newedge Group holds 8,976 shares of VFMF, worth $1.6M, as of its Q2 2026 13F filing. It reduced the position by 239 shares (-2.6%) from Q1 2026. Newedge Group has held VFMF since Q3 2024, across 8 quarterly 13F filings.

Current Value

$1.6M

Current Shares

8,976

Total Value Change

+$1.3M

Total Shares Change

+6,593

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8,976
-2.6%
$1.6M0.0%$176.97
0
2026-Q1
Increased
9,215
+16.6%
$1.4M0.0%$154.47
30
2025-Q4
Increased
7,905
+6.3%
$1.2M0.0%$149.51
27
2025-Q3
Increased
7,436
+1.4%
$1.1M0.0%$142.51
25
2025-Q2
Increased
7,334
+29.0%
$986,3120.0%$132.43
31
2025-Q1
Decreased
5,687
-11.6%
$718,3670.0%$123.78
0
2024-Q4
Increased
6,431
+22.2%
$839,7450.0%$127.37
30
2024-Q3
New
5,264
-
$686,3700.0%$126.62
34
2024-Q2
Exited
0
-100.0%
$00.0%$118.38
0
2024-Q1
Decreased
1,751
-24.7%
$222,1700.0%$122.15
0
2023-Q4
Decreased
2,325
-2.4%
$267,0490.0%$110.19
0
2023-Q3
New
2,383
-
$246,0380.0%$98.59
32

Other major holders of VFMF: ENVESTNET ASSET MANAGEMENT INC

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