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VFMOVFMO
Showing 8 of 20 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in VANGUARD WELLINGTON FD

Kestra Advisory Services, LLC holds 19,270 shares of VFMO (VANGUARD WELLINGTON FD), worth $4.8M as of 2026-Q2. The position was increased (+40.8% shares). VFMO represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$4.8M

Current Shares

19,270

Total Value Change

+$3M

Total Shares Change

+8,112

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
19,270
+40.8%
$4.8M0.0%$249.51
36
2026-Q1
Increased
13,691
+4.1%
$2.7M0.0%$203.93
27
2025-Q4
Decreased
13,152
-3.9%
$2.5M0.0%$192.72
0
2025-Q3
Increased
13,691
+10.0%
$2.6M0.0%$191.15
29
2025-Q2
Increased
12,443
+14.1%
$2.1M0.0%$170.42
30
2025-Q1
Decreased
10,905
-2.2%
$1.7M0.0%$150.31
0
2024-Q4
Decreased
11,155
-0.0%
$1.8M0.0%$163.56
0
2024-Q3
Unchanged
11,158
0.0%
$1.8M0.0%$158.21
0

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

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