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VFMO

Showing 9 of 21 quarters

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

Yes. Kestra Advisory Services holds 21,357 shares of VFMO, worth $4.8M, as of its Q3 2026 13F filing. It increased the position by 2,087 shares (+10.8%) from Q2 2026. Kestra Advisory Services has held VFMO since Q3 2021, across 21 quarterly 13F filings.

Current Value

$4.8M

Current Shares

21,357

Total Value Change

+$3.1M

Total Shares Change

+10,199

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
21,357
+10.8%
$4.8M0.0%$227.07
30
2026-Q2
Increased
19,270
+40.8%
$4.8M0.0%$249.51
36
2026-Q1
Increased
13,691
+4.1%
$2.7M0.0%$196.71
27
2025-Q4
Decreased
13,152
-3.9%
$2.5M0.0%$190.65
0
2025-Q3
Increased
13,691
+10.0%
$2.6M0.0%$190.66
29
2025-Q2
Increased
12,443
+14.1%
$2.1M0.0%$171.36
30
2025-Q1
Decreased
10,905
-2.2%
$1.7M0.0%$150.19
0
2024-Q4
Decreased
11,155
-0.0%
$1.8M0.0%$162.40
0
2024-Q3
Unchanged
11,158
0.0%
$1.8M0.0%$158.60
0

Other major holders of VFMO: Wells Fargo & Company, Cetera Investment Advisers, LPL Financial LLC

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