Back to Farther Finance Advisors, LLC Farther Finance Advisors, LLC

VFMOVFMO
7 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in VANGUARD WELLINGTON FD

Yes. Farther Finance Advisors holds 1,782 shares of VFMO, worth $404,639, as of its Q3 2026 13F filing. It reduced the position by 9,365 shares (-84.0%) from Q2 2026. Farther Finance Advisors has held VFMO since Q3 2025, across 5 quarterly 13F filings.

Current Value

$404,639

Current Shares

1,782

Total Value Change

+$371,480

Total Shares Change

+1,580

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
1,782
-84.0%
$404,6390.0%$227.07
0
2026-Q2
Decreased
11,147
-24.5%
$2.8M0.0%$249.51
0
2026-Q1
Increased
14,773
+1.3%
$3M0.0%$196.71
27
2025-Q4
Increased
14,581
+145x
$2.8M0.0%$190.65
42
2025-Q3
New
100
-
$19,1600.0%$190.66
26
2025-Q1
Exited
0
-100.0%
$00.0%$150.19
0
2024-Q4
New
202
-
$33,1590.0%$162.40
27

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

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