Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

VFMOVFMO
26 quarters

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

Yes. Osaic holds 18,876 shares of VFMO, worth $4.7M, as of its Q2 2026 13F filing. It increased the position by 2,803 shares (+17.4%) from Q1 2026. Osaic has held VFMO in every 13F on record since Q1 2020, 26 quarterly filings.

Current Value

$4.7M

Current Shares

18,876

Total Value Change

+$4.7M

Total Shares Change

+18,756

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
18,876
+17.4%
$4.7M0.0%$249.51
31
2026-Q1
Decreased
16,073
-24.8%
$3.2M0.0%$196.71
0
2025-Q4
Increased
21,377
+11.1%
$4.1M0.0%$190.65
30
2025-Q3
Increased
19,236
+42.7%
$3.6M0.0%$190.66
36
2025-Q2
Decreased
13,484
-3.6%
$2.3M0.0%$171.36
0
2025-Q1
Decreased
13,990
-55.6%
$2.1M0.0%$150.19
0
2024-Q4
Increased
31,526
+152.1%
$5.2M0.0%$162.40
44
2024-Q3
Increased
12,505
+10.9%
$2M0.0%$158.60
29
2024-Q2
Increased
11,272
+21.0%
$1.7M0.0%$147.76
31
2024-Q1
Increased
9,313
+108.6%
$1.4M0.0%$148.51
41
2023-Q4
Decreased
4,464
-23.7%
$585,9940.0%$128.75
0
2023-Q3
Increased
5,851
+8.5%
$663,4680.0%$110.87
27
2023-Q2
Increased
5,391
+1.7%
$653,6920.0%$118.39
25
2023-Q1
Increased
5,303
+27.1%
$596,8440.0%$109.63
30
2022-Q4
Increased
4,174
+5.0%
$476,2500.0%$110.75
25
2022-Q3
Increased
3,974
+12.3%
$421,0000.0%$102.19
27
2022-Q2
Increased
3,539
+52.1%
$377,0000.0%$102.52
33
2022-Q1
Decreased
2,327
-37.9%
$294,0000.0%$120.98
0
2021-Q4
Increased
3,746
+156.2%
$500,0000.0%$127.07
39
2021-Q3
Increased
1,462
+295.1%
$188,0000.0%$122.28
37
2021-Q2
Decreased
370
-93.2%
$48,0000.0%$124.77
0
2021-Q1
Increased
5,407
+3411.0%
$670,0000.0%$117.40
40
2020-Q4
Increased
154
+28.3%
$18,0000.0%$106.63
16
2020-Q3
Unchanged
120
0.0%
$11,0000.0%$89.76
0
2020-Q2
Unchanged
120
0.0%
$10,0000.0%$81.18
0
2020-Q1
First report
120
-
$8,0000.0%$63.73
0

Other major holders of VFMO: WELLS FARGO & COMPANY/MN, Cetera Investment Advisers, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used