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VFMVVFMV
Showing 8 of 11 quarters

Position history for Pathstone Holdings, LLCPathstone Holdings, LLC's holdings in VANGUARD WELLINGTON FD

Pathstone Holdings, LLC holds 10,984 shares of VFMV (VANGUARD WELLINGTON FD), worth $1.5M as of 2026-Q2. The position was decreased (-1.6% shares). VFMV represents 0.0% of Pathstone Holdings, LLC's portfolio.

Current Value

$1.5M

Current Shares

10,984

Total Value Change

+$23,898

Total Shares Change

-1,406

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10,984
-1.6%
$1.5M0.0%$139.36
0
2026-Q1
Decreased
11,161
-1.9%
$1.5M0.0%$139.04
0
2025-Q4
Unchanged
11,378
0.0%
$1.5M0.0%$131.45
0
2025-Q3
Unchanged
11,378
0.0%
$1.5M0.0%$129.93
0
2025-Q2
Decreased
11,378
-4.9%
$1.5M0.0%$125.95
0
2025-Q1
Decreased
11,969
-3.4%
$1.5M0.0%$123.41
0
2024-Q4
Unchanged
12,390
0.0%
$1.5M0.0%$117.99
0
2024-Q3
Decreased
12,390
-8.3%
$1.5M0.0%$117.98
0

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

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