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VFMVVFMV
6 quarters

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

Kestra Advisory Services, LLC holds 29,192 shares of VFMV (VANGUARD WELLINGTON FD), worth $4.1M as of 2026-Q2. The position was increased (+0.5% shares). VFMV represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$4.1M

Current Shares

29,192

Total Value Change

+$3.3M

Total Shares Change

+18,936

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
29,192
+0.5%
$4.1M0.0%$139.36
27
2026-Q1
Decreased
29,054
-1.0%
$3.9M0.0%$139.04
0
2025-Q4
Increased
29,358
+1.7%
$3.8M0.0%$131.45
27
2025-Q3
New
28,856
-
$3.8M0.0%$129.93
37
2020-Q4
Exited
0
-100.0%
$00.0%$80.92
0
2020-Q3
New
10,256
-
$729,0000.0%$73.95
34

Other major holders of VFMV: Steward Partners Investment Advisory, LLC, WELLS FARGO & COMPANY/MN, LPL Financial LLC

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