VFMV β€” VANGUARD WELLINGTON FD

Ownership history in Cornerstone Planning, LLC  Β·  1 quarter on record

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

πŸ” Peak position
0.9% (2025 Q4)
πŸ“Š Avg. % of fund
0.9%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    VFMV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 29,709 β€” β€” 0.90% $3.9M $130.37

🏒 Other funds also holding VFMV

As of 2025 Q4 β€” sorted by position size

ANDERSON HOAGLAND & CO 3Y 7Y 1.97% Sculati Wealth Management, LLC 3Y 1.51% Independence Asset Advisors, LLC 1.33% Glass Jacobson Investment Advisors llc 3Y 0.48% TITLEIST ASSET MANAGEMENT, LLC 0.4% SMITH, MOORE & CO. 3Y 7Y 0.29% Caitlin John, LLC 0.26% FOUNDATIONS INVESTMENT ADVISORS, LLC 3Y 7Y 0.25% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.24% MARIPAU WEALTH MANAGEMENT LLC 3Y 0.22%
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