How many shares of VFMO does OSAIC HOLDINGS, INC. own?

As of 2026-Q2, OSAIC HOLDINGS, INC. holds 18,876 shares of VFMO (VANGUARD WELLINGTON FD).

What is OSAIC HOLDINGS, INC.'s VFMO position worth?

As of 2026-Q2, OSAIC HOLDINGS, INC.'s VFMO position is worth $4.7M.

In 2026-Q2, OSAIC HOLDINGS, INC. increased their VFMO position (+17.4% change in shares).

Based on available 13F filings, OSAIC HOLDINGS, INC. first reported a position in VFMO in 2020-Q1. They have held the position across 26 quarters.

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

Current Value

$4.7M

Current Shares

18,876

Total Value Change

+$4.7M

Total Shares Change

+18,756

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	18,876	+17.4%	$4.7M	0.0%	$249.51	31
2026-Q1	Decreased	16,073	-24.8%	$3.2M	0.0%	$203.93	0
2025-Q4	Increased	21,377	+11.1%	$4.1M	0.0%	$192.72	30
2025-Q3	Increased	19,236	+42.7%	$3.6M	0.0%	$191.15	36
2025-Q2	Decreased	13,484	-3.6%	$2.3M	0.0%	$170.42	0
2025-Q1	Decreased	13,990	-55.6%	$2.1M	0.0%	$150.31	0
2024-Q4	Increased	31,526	+152.1%	$5.2M	0.0%	$163.56	44
2024-Q3	Increased	12,505	+10.9%	$2M	0.0%	$158.21	29
2024-Q2	Increased	11,272	+21.0%	$1.7M	0.0%	$148.22	31
2024-Q1	Increased	9,313	+108.6%	$1.4M	0.0%	$148.97	41
2023-Q4	Decreased	4,464	-23.7%	$585,994	0.0%	$129.15	0
2023-Q3	Increased	5,851	+8.5%	$663,468	0.0%	$111.22	27
2023-Q2	Increased	5,391	+1.7%	$653,692	0.0%	$117.23	25
2023-Q1	Increased	5,303	+27.1%	$596,844	0.0%	$108.38	30
2022-Q4	Increased	4,174	+5.0%	$476,250	0.0%	$111.10	25
2022-Q3	Increased	3,974	+12.3%	$421,000	0.0%	$103.10	27
2022-Q2	Increased	3,539	+52.1%	$377,000	0.0%	$103.91	33
2022-Q1	Decreased	2,327	-37.9%	$294,000	0.0%	$122.77	0
2021-Q4	Increased	3,746	+156.2%	$500,000	0.0%	$127.43	39
2021-Q3	Increased	1,462	+295.1%	$188,000	0.0%	$123.93	37
2021-Q2	Decreased	370	-93.2%	$48,000	0.0%	$124.68	0
2021-Q1	Increased	5,407	+3411.0%	$670,000	0.0%	$115.30	40
2020-Q4	Increased	154	+28.3%	$18,000	0.0%	$107.36	16
2020-Q3	Unchanged	120	0.0%	$11,000	0.0%	$89.59	0
2020-Q2	Unchanged	120	0.0%	$10,000	0.0%	$79.61	0
2020-Q1	New	120	-	$8,000	0.0%	$65.07	25