VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV)

CUSIP: 921935409

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / Exchange Traded Product
Shares outstanding
1,937,464
Total 13F shares
1,142,802
Share change
+445,499
Total reported value
$142,603,553
Price per share
$126.74
Number of holders
56
Value change
+$56,499,846
Number of buys
39
Number of sells
12

Quarterly Holders Quick Answers

What is CUSIP 921935409?
CUSIP 921935409 identifies VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q1 2025

As of 31 Mar 2025, VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) was held by 56 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,142,802 shares. The largest 10 holders included Tanglewood Wealth Management, Inc., ANDERSON HOAGLAND & CO, Foundations Investment Advisors, LLC, NewEdge Advisors, LLC, Martin Worley Group, UBS Group AG, UMB Bank, n.a., LPL Financial LLC, TITLEIST ASSET MANAGEMENT, LLC, and Equitable Holdings, Inc.. This page lists 56 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2025 vs Q4 2024 Across Filers

Q4 2024 holders
40
Q1 2025 holders
56
Holder diff
16
Investor Q4 2024 Shares Q1 2025 Shares Share Diff Share Chg % Q4 2024 Value $ Q1 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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