VFVA β€” VANGUARD WELLINGTON FD

Ownership history in Stonehearth Capital Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Stonehearth Capital Management, LLC reported VANGUARD WELLINGTON FD (VFVA) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.33% in 2026 Q1. The latest visible filing shows VFVA at 0.33% 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 VFVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stonehearth Capital Management, LLC'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
2026 Q1

VFVA was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 Stonehearth Capital Management, LLC held VFVA β€” position size vs. price
% of Fund (quarterly)    VFVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,268 -86 -1.4% 0.33% $844K 2026-04-17 $143.23
2025 Q4 REDUCED 6,354 -74 -1.2% 0.31% $844K 2026-01-13 $136.11
2025 Q3 REDUCED 6,428 -82 -1.3% 0.32% $820K 2025-10-24 $126.98
2025 Q2 INITIATED 6,510 β€” β€” 0.32% $770K 2025-07-01 $119.42

FAQ About Stonehearth Capital Management, LLC and VFVA

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

How long has Stonehearth Capital Management, LLC reported owning VFVA?

Stonehearth Capital Management, LLC reported VFVA across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported VFVA position in Stonehearth Capital Management, LLC's portfolio?

The largest reported portfolio weight for VFVA was 0.33% in 2026 Q1.

What is the latest reported VFVA position on this page?

The most recent filing on this page is 2026 Q1, when Stonehearth Capital Management, LLC reported 6,268 shares, equal to 0.33% of portfolio, with an estimated market value of $844K.

What does the chart on this VFVA ownership page compare?

The chart compares Stonehearth Capital Management, LLC's quarterly VFVA 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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