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

VFMVVFMV
Showing 8 of 26 quarters

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

OSAIC HOLDINGS, INC. holds 8,335 shares of VFMV (VANGUARD WELLINGTON FD), worth $1.2M as of 2026-Q2. The position was increased (+5.2% shares). VFMV represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$1.2M

Current Shares

8,335

Total Value Change

+$980,568

Total Shares Change

+6,846

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,335
+5.2%
$1.2M0.0%$139.36
27
2026-Q1
Decreased
7,926
-15.5%
$1.1M0.0%$139.04
0
2025-Q4
Increased
9,384
+2.1%
$1.2M0.0%$131.45
26
2025-Q3
Decreased
9,194
-4.6%
$1.2M0.0%$129.93
0
2025-Q2
Increased
9,640
+124.4%
$1.2M0.0%$125.95
41
2025-Q1
Increased
4,296
+81.8%
$544,4770.0%$123.41
37
2024-Q4
Increased
2,363
+58.7%
$284,7000.0%$117.99
33
2024-Q3
Decreased
1,489
-9.7%
$181,0890.0%$117.98
0

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

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