VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV)

Historical Holders from Q1 2018 to Q3 2025

Symbol
VFMV
Type / Class
Equity / Exchange Traded Product
Shares outstanding
1,937,464
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
1,104,982
Holdings value
$144,701,544
% of all portfolios
0.001%
Number of holders
67
Number of buys
36
Number of sells
-25
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FOUNDATIONS INVESTMENT ADVISORS, LLC 6.9% -12.6% $16,047,547 +$3,899,619 133,685 +32.1% FOUNDATIONS INVESTMENT ADVISORS, LLC 31 Mar 2025

Institutional Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 1,104,982 $144,701,544 +$19,964,390 $131.31 67
2025 Q2 1,038,627 $133,190,201 -$11,127,827 $128.23 66
2025 Q1 1,142,802 $142,603,553 +$56,499,847 $126.74 56
2024 Q4 688,951 $83,425,652 +$7,006,246 $120.51 39
2024 Q3 572,536 $69,581,062 +$11,903,552 $121.62 37
2024 Q2 470,343 $53,394,632 -$2,175,821 $113.65 32
2024 Q1 494,871 $54,832,782 -$3,211,463 $111.89 34
2023 Q4 524,107 $54,875,629 -$1,952,318 $104.64 38
2023 Q3 581,885 $55,959,523 +$4,295,534 $96.17 39
2023 Q2 538,438 $53,859,997 +$492,812 $99.78 33
2023 Q1 526,145 $51,730,734 +$7,266,224 $98.38 31
2022 Q4 463,430 $45,589,649 +$1,875,060 $98.38 35
2022 Q3 415,423 $37,039,980 +$2,138,434 $89.16 25
2022 Q2 389,265 $37,654,595 +$9,024,695 $96.32 25
2022 Q1 295,528 $30,557,775 +$5,239,126 $103.38 29
2021 Q4 244,492 $25,394,969 +$8,613,561 $106.56 26
2021 Q3 162,915 $15,905,625 +$440,037 $97.63 24
2021 Q2 158,382 $15,572,898 -$4,515,669 $98.33 26
2021 Q1 204,634 $19,125,901 -$3,028,706 $93.46 30
2020 Q4 237,844 $21,280,433 -$12,578,691 $89.48 27
2020 Q3 381,776 $31,358,886 +$2,363,503 $82.44 28
2020 Q2 343,014 $27,117,860 -$12,011,367 $79.09 24
2020 Q1 495,959 $35,521,710 +$4,162,552 $71.61 24
2019 Q4 421,713 $38,737,795 +$14,393,970 $91.88 23
2019 Q3 260,957 $23,290,194 +$13,062,658 $89.25 20
2019 Q2 114,597 $9,906,000 +$522,446 $86.45 13
2019 Q1 108,583 $8,970,737 +$5,315,518 $82.64 12
2018 Q4 45,446 $3,363,000 +$1,433,754 $74 15
2018 Q3 26,057 $2,217,000 +$423,394 $85.11 9
2018 Q2 21,019 $1,713,000 -$2,394,931 $81.52 7
2018 Q1 50,392 $3,915,000 +$3,915,000 $77.69 1