Vanguard Wellington Fd us minimum shares owned by LPL Financial
Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Vanguard Wellington Fd us minimum
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Quarterly reported holdings in Vanguard Wellington Fd us minimum by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 106k | 131.31 |
| 2025-06-30 | $12M | 96k | 128.23 |
| 2025-03-31 | $4.2M | 33k | 126.74 |
| 2024-12-31 | $2.5M | 21k | 120.51 |
| 2024-09-30 | $4.7M | 39k | 121.62 |
| 2024-06-30 | $1.8M | 16k | 113.65 |
| 2024-03-31 | $1.4M | 13k | 111.89 |
| 2023-09-30 | $953k | 9.9k | 96.17 |
| 2023-06-30 | $1.8M | 19k | 99.78 |
| 2023-03-31 | $914k | 9.3k | 98.38 |
| 2022-12-31 | $817k | 8.3k | 98.38 |
| 2022-09-30 | $285k | 3.2k | 89.03 |
| 2022-06-30 | $257k | 2.7k | 96.40 |
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