Back to IEQ CAPITAL, LLC IEQ CAPITAL, LLC

VFMOVFMO
5 quarters

Position history for IEQ CAPITAL, LLCIEQ CAPITAL, LLC's holdings in VANGUARD WELLINGTON FD

Yes. IEQ Capital holds 11,116 shares of VFMO, worth $2.8M, as of its Q2 2026 13F filing. It increased the position by 1,030 shares (+10.2%) from Q1 2026. IEQ Capital has held VFMO since Q2 2025, across 5 quarterly 13F filings.

Current Value

$2.8M

Current Shares

11,116

Total Value Change

+$2.4M

Total Shares Change

+8,681

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11,116
+10.2%
$2.8M0.0%$249.51
29
2026-Q1
Increased
10,086
+23.3%
$2M0.0%$196.71
31
2025-Q4
Increased
8,179
+9.6%
$1.6M0.0%$190.65
28
2025-Q3
Increased
7,461
+206.4%
$1.4M0.0%$190.66
41
2025-Q2
New
2,435
-
$420,1550.0%$171.36
33

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

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