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VFMVVFMV
6 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in VANGUARD WELLINGTON FD

Cetera Investment Advisers holds 28,209 shares of VFMV (VANGUARD WELLINGTON FD), worth $3.9M as of 2026-Q2. The position was increased (+28.2% shares). VFMV represents 0.0% of Cetera Investment Advisers's portfolio.

Current Value

$3.9M

Current Shares

28,209

Total Value Change

+$3.5M

Total Shares Change

+24,603

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
28,209
+28.2%
$3.9M0.0%$139.36
33
2026-Q1
Increased
22,006
+17.7%
$2.9M0.0%$139.04
31
2025-Q4
Increased
18,690
+5.2%
$2.4M0.0%$131.45
28
2025-Q3
Increased
17,762
+398.4%
$2.3M0.0%$129.93
42
2025-Q2
Decreased
3,564
-1.2%
$457,0290.0%$125.95
0
2025-Q1
New
3,606
-
$457,0240.0%$123.41
33

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

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