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VFMVVFMV
6 quarters

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

Yes. Kestra Advisory Services holds 29,192 shares of VFMV, worth $4.1M, as of its Q2 2026 13F filing. It increased the position by 138 shares (+0.5%) from Q1 2026. Kestra Advisory Services has held VFMV since Q3 2025, across 4 quarterly 13F filings.

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%$132.84
0
2025-Q4
Increased
29,358
+1.7%
$3.8M0.0%$129.54
27
2025-Q3
New
28,856
-
$3.8M0.0%$129.40
37
2020-Q4
Exited
0
-100.0%
$00.0%$80.90
0
2020-Q3
First report
10,256
-
$729,0000.0%$73.93
0

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

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