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VFMVVFMV
11 quarters

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

NewEdge Advisors, LLC holds 60,163 shares of VFMV (VANGUARD WELLINGTON FD), worth $8.4M as of 2026-Q2. The position was decreased (-1.3% shares). VFMV represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$8.4M

Current Shares

60,163

Total Value Change

+$8.4M

Total Shares Change

+59,967

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
60,163
-1.3%
$8.4M0.0%$139.36
0
2026-Q1
Decreased
60,966
-9.8%
$8.1M0.0%$139.04
0
2025-Q4
Decreased
67,604
-4.3%
$8.8M0.0%$131.45
0
2025-Q3
Increased
70,658
+4.4%
$9.3M0.0%$129.93
29
2025-Q2
Decreased
67,662
-2.6%
$8.7M0.0%$125.95
0
2025-Q1
Increased
69,505
+1.6%
$8.8M0.1%$123.41
28
2024-Q4
Increased
68,419
+0.1%
$8.2M0.0%$117.99
27
2024-Q3
Increased
68,377
+23.2%
$8.3M0.1%$117.98
33
2024-Q2
New
55,490
-
$6.3M0.0%$110.33
38
2023-Q1
Exited
0
-100.0%
$00.0%$92.47
0
2022-Q4
New
196
-
$19,2820.0%$92.68
26

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

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