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VFMFVFMF
26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in VANGUARD WELLINGTON FD

OSAIC HOLDINGS, INC. holds 27,724 shares of VFMF (VANGUARD WELLINGTON FD), worth $4.9M as of 2026-Q2. The position was increased (+39.8% shares). VFMF represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$4.9M

Current Shares

27,724

Total Value Change

+$4.9M

Total Shares Change

+27,269

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
27,724
+39.8%
$4.9M0.0%$176.97
36
2026-Q1
Increased
19,827
+13.8%
$3.1M0.0%$160.94
30
2025-Q4
Increased
17,431
+3.3%
$2.6M0.0%$152.14
27
2025-Q3
Increased
16,880
+8.3%
$2.4M0.0%$143.68
28
2025-Q2
Increased
15,593
+37.9%
$2.1M0.0%$132.86
34
2025-Q1
Increased
11,310
+278.4%
$1.4M0.0%$123.93
41
2024-Q4
Increased
2,989
+5.9%
$390,3370.0%$128.33
25
2024-Q3
Decreased
2,823
-44.7%
$368,1160.0%$127.14
0
2024-Q2
Increased
5,106
+44.9%
$625,1850.0%$119.34
33
2024-Q1
Increased
3,524
+572.5%
$447,2900.0%$123.15
39
2023-Q4
Decreased
524
-93.5%
$60,2320.0%$111.08
0
2023-Q3
Increased
8,039
+2.6%
$830,0590.0%$99.39
25
2023-Q2
Increased
7,834
+2.8%
$813,7820.0%$98.90
25
2023-Q1
Decreased
7,623
-5.6%
$755,4020.0%$93.09
0
2022-Q4
Decreased
8,072
-2.1%
$798,6340.0%$93.72
0
2022-Q3
Decreased
8,244
-9.7%
$724,0000.0%$83.32
0
2022-Q2
Increased
9,132
+46.5%
$818,0000.0%$84.80
34
2022-Q1
Increased
6,233
+229.1%
$649,0000.0%$98.16
39
2021-Q4
Increased
1,894
+30.9%
$203,0000.0%$99.37
29
2021-Q3
Increased
1,447
+94.0%
$145,0000.0%$93.62
35
2021-Q2
Increased
746
+17.9%
$75,0000.0%$92.27
25
2021-Q1
Decreased
633
-10.2%
$61,0000.0%$88.31
0
2020-Q4
Decreased
705
-13.0%
$59,0000.0%$76.29
0
2020-Q3
Increased
810
+78.0%
$58,0000.0%$64.27
32
2020-Q2
Unchanged
455
0.0%
$30,0000.0%$60.08
0
2020-Q1
New
455
-
$26,0000.0%$51.67
27

Other major holders of VFMF: ENVESTNET ASSET MANAGEMENT INC

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