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Kestra Advisory Services, LLC
VFMO
Showing 9 of 21 quarters
Position history for
Kestra 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
Other major holders of VFMO: Wells Fargo & Company, Cetera Investment Advisers, LPL Financial LLC