Question 1

How many shares of VFMF does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 1,595 shares of VFMF (VANGUARD WELLINGTON FD).

Question 2

What is Steward Partners Investment Advisory, LLC's VFMF position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's VFMF position is worth $282,267.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling VFMF?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their VFMF position (+641.9% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy VFMF?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in VFMF in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1,595	+641.9%	$282,267	0.0%	$176.97	38
2026-Q1	Unchanged	215	0.0%	$33,341	0.0%	$160.94	0
2025-Q4	Unchanged	215	0.0%	$32,405	0.0%	$152.14	0
2025-Q3	Unchanged	215	0.0%	$31,019	0.0%	$143.68	0
2025-Q2	Unchanged	215	0.0%	$28,917	0.0%	$132.86	0
2025-Q1	Unchanged	215	0.0%	$27,157	0.0%	$123.93	0
2024-Q4	Unchanged	215	0.0%	$28,075	0.0%	$128.33	0
2024-Q3	Unchanged	215	0.0%	$28,035	0.0%	$127.14	0
2024-Q2	Unchanged	215	0.0%	$26,317	0.0%	$119.34	0
2024-Q1	Unchanged	215	0.0%	$27,281	0.0%	$123.15	0
2023-Q4	Unchanged	215	0.0%	$24,692	0.0%	$111.08	0
2023-Q3	Unchanged	215	0.0%	$22,201	0.0%	$99.39	0
2023-Q2	Unchanged	215	0.0%	$22,341	0.0%	$98.90	0
2023-Q1	Decreased	215	-8.1%	$21,306	0.0%	$93.09	0
2022-Q4	Increased	234	+8.8%	$23,127	0.0%	$93.72	21
2022-Q3	Unchanged	215	0.0%	$19,000	0.0%	$83.32	0
2022-Q2	Unchanged	215	0.0%	$19,000	0.0%	$84.80	0
2022-Q1	Unchanged	215	0.0%	$22,000	0.0%	$98.16	0
2021-Q4	Unchanged	215	0.0%	$23,000	0.0%	$99.37	0
2021-Q3	Unchanged	215	0.0%	$21,000	0.0%	$93.62	0
2021-Q2	Decreased	215	-50.0%	$22,000	0.0%	$92.27	0
2021-Q1	Increased	430	+100.0%	$20.8M	0.0%	$88.31	46
2020-Q4	Unchanged	215	0.0%	$18,000	0.0%	$76.29	0
2020-Q3	Decreased	215	-53.3%	$15,000	0.0%	$64.27	0
2020-Q2	Unchanged	460	0.0%	$31,000	0.0%	$60.08	0
2020-Q1	Unchanged	460	0.0%	$25,000	0.0%	$51.67	0
2019-Q4	Unchanged	460	0.0%	$37,000	0.0%	$72.69	0
2019-Q3	Unchanged	460	0.0%	$34,000	0.0%	$67.07	0
2019-Q2	New	460	-	$34,000	0.0%	$67.49	27

VFMF29 quarters

VFMF
29 quarters