CITIZENS FINANCIAL GROUP INC/RI VFMV β€” VANGUARD WELLINGTON FD

Ownership history in CITIZENS FINANCIAL GROUP INC/RI  Β·  1 quarter on record

AI Ownership Summary

CITIZENS FINANCIAL GROUP INC/RI reported VANGUARD WELLINGTON FD (VFMV) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows VFMV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VFMV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIZENS FINANCIAL GROUP INC/RI's position in VANGUARD WELLINGTON FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VFMV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CITIZENS FINANCIAL GROUP INC/RI held VFMV β€” position size vs. price
% of Fund (quarterly)    VFMV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 1,945 β€” β€” 0.00% $255K 2025-10-24 $129.21

FAQ About CITIZENS FINANCIAL GROUP INC/RI and VFMV

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIZENS FINANCIAL GROUP INC/RI reported owning VFMV?

CITIZENS FINANCIAL GROUP INC/RI reported VFMV across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported VFMV position in CITIZENS FINANCIAL GROUP INC/RI's portfolio?

The largest reported portfolio weight for VFMV was 0.00% in 2025 Q3.

What is the latest reported VFMV position on this page?

The most recent filing on this page is 2025 Q3, when CITIZENS FINANCIAL GROUP INC/RI reported 1,945 shares, equal to 0.00% of portfolio, with an estimated market value of $255K.

What does the chart on this VFMV ownership page compare?

The chart compares CITIZENS FINANCIAL GROUP INC/RI's quarterly VFMV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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