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% $16,344,328 +$3,971,738 133,685 +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 +$19,964,391 $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 +$56,499,846 $126.74 56
2024 Q4 697,608 $84,468,041 +$7,665,059 $120.51 40
2024 Q3 575,724 $69,968,757 +$12,291,247 $121.62 38
2024 Q2 475,132 $53,938,902 -$2,862,088 $113.65 33
2024 Q1 501,618 $55,587,692 -$2,909,988 $111.89 35
2023 Q4 528,038 $55,285,566 -$1,542,381 $104.64 39
2023 Q3 581,885 $55,959,523 +$4,178,785 $96.17 39
2023 Q2 538,438 $53,859,997 +$492,812 $99.78 33
2023 Q1 526,145 $51,730,734 +$7,246,941 $98.38 31
2022 Q4 463,430 $45,589,649 +$1,865,059 $98.38 35
2022 Q3 415,423 $37,039,980 +$2,148,435 $89.16 25
2022 Q2 389,265 $37,654,595 +$9,024,695 $96.32 25
2022 Q1 295,528 $30,557,775 +$5,239,127 $103.38 29
2021 Q4 244,492 $25,394,969 +$8,613,562 $106.56 26
2021 Q3 162,915 $15,905,625 +$440,038 $97.63 24
2021 Q2 158,382 $15,572,898 -$4,515,668 $98.33 26
2021 Q1 204,634 $19,125,901 -$3,028,706 $93.46 30
2020 Q4 237,844 $21,280,433 -$12,578,686 $89.48 27
2020 Q3 381,776 $31,358,886 +$2,363,502 $82.44 28
2020 Q2 343,014 $27,117,860 -$12,071,030 $79.09 24
2020 Q1 495,959 $35,521,710 +$4,162,552 $71.61 24
2019 Q4 421,713 $38,737,795 +$14,393,973 $91.88 23
2019 Q3 260,957 $23,290,194 +$13,062,663 $89.25 20
2019 Q2 114,597 $9,906,000 +$522,446 $86.45 13
2019 Q1 108,583 $8,970,737 +$5,315,516 $82.64 12
2018 Q4 45,446 $3,363,000 +$1,433,753 $74 15
2018 Q3 26,057 $2,217,000 +$429,393 $85.11 9
2018 Q2 21,019 $1,713,000 -$2,394,932 $81.52 7
2018 Q1 50,392 $3,915,000 +$3,915,000 $77.69 1