VFVA — VANGUARD WELLINGTON FD

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in VANGUARD WELLINGTON FD (VFVA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 31 -125 -80.1% 0.00% $4K $126.81
2023 Q4 REDUCED 156 -51 -24.6% 0.00% $18K $107.45
2023 Q1 UNCHANGED 207 — 0% 0.00% $20K $90.61
2022 Q4 INITIATED 207 — — 0.00% $20K —
% of Fund (quarterly)    VFVA price (monthly, adj. close)

Other funds also holding VFVA

As of 2025 Q4 — sorted by position size

Armbruster Capital Management, Inc. 3Y 7Y 9.55% Sterling Manor Financial, LLC 3Y 5.18% ANDERSON HOAGLAND & CO 3Y 7Y 2.83% RFP Financial Group LLC 3Y 2.24% Capital Advisors Wealth Management, LLC 3Y 0.76% Lebenthal Global Advisors, LLC 3Y 0.63% VANTAGEPOINT INVESTMENT ADVISERS LLC 3Y 7Y 0.56% Long Island Wealth Management, Inc. 0.53% Fortis Advisors, LLC 3Y 7Y 0.47% Rockingstone Advisors LLC 0.44%
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