Wealthspire Advisors, LLC VMFXX — VANGUARD FEDERAL MMKT-INV

Ownership history in Wealthspire Advisors, LLC  ·  1 quarter on record

AI Ownership Summary

Wealthspire Advisors, LLC reported VANGUARD FEDERAL MMKT-INV (VMFXX) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.27% in 2026 Q2. The latest visible filing shows VMFXX at 0.27% 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 VMFXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthspire Advisors, LLC's position in VANGUARD FEDERAL MMKT-INV, 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 Q2

VMFXX was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Wealthspire Advisors, LLC held VMFXX — position size vs. price
% of Fund (quarterly)    VMFXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED — — — 49,358,744 — — 0.27% $49.4M 2026-08-11 $1.00

🏢 Other funds also holding VMFXX

As of 2026 Q2 — sorted by position size

Transce3nd, LLC 5.46% Grey Fox Wealth Advisors, LLC 3Y 0.05%

FAQ About Wealthspire Advisors, LLC and VMFXX

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

How long has Wealthspire Advisors, LLC reported owning VMFXX?

Wealthspire Advisors, LLC reported VMFXX across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported VMFXX position in Wealthspire Advisors, LLC's portfolio?

The largest reported portfolio weight for VMFXX was 0.27% in 2026 Q2.

What is the latest reported VMFXX position on this page?

The most recent filing on this page is 2026 Q2, when Wealthspire Advisors, LLC reported 49,358,744 shares, equal to 0.27% of portfolio, with an estimated market value of $49.4M.

What does the chart on this VMFXX ownership page compare?

The chart compares Wealthspire Advisors, LLC's quarterly VMFXX 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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