First reported at 6,082 shares this quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2024-06-30 | 744509 |
| 2024-09-30 | 801141 |
| 2024-12-31 | 803092 |
| 2025-03-31 | 785118 |
| 2025-06-30 | 836886 |
| 2025-09-30 | 908639 |
| 2025-12-31 | 955296 |
| 2026-03-31 | 983831 |
| 2026-06-30 | 1123740 |
| 2026-09-30 | 1134401 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 6,355 | +5 (0.1%) | 0.08% | $1,134,401 | 2026-10-19 | |
| Q2 2026 | Added | 6,350 | +6 (0.1%) | 0.09% | $1,123,740 | 2026-07-07 | |
| Q1 2026 | Added | 6,344 | +6 (0.1%) | 0.09% | $983,831 | 2026-04-16 | |
| Q4 2025 | Added | 6,338 | +40 (0.6%) | 0.1% | $955,296 | 2026-01-27 | |
| Q3 2025 | Added | 6,298 | +76 (1.2%) | 0.11% | $908,639 | 2025-10-20 | |
| Q2 2025 | Added | 6,222 | +6 (0.1%) | 0.11% | $836,886 | 2025-08-01 | |
| Q1 2025 | Added | 6,216 | +66 (1.1%) | 0.13% | $785,118 | 2025-04-28 | |
| Q4 2024 | Added | 6,150 | +6 (0.1%) | 0.15% | $803,092 | 2025-04-02 | |
| Q3 2024 | Added | 6,144 | +62 (1.0%) | 0.17% | $801,141 | 2025-04-28 | |
| Q2 2024 | New | 6,082 | +6,082 (0.0%) | 0.21% | $744,509 | 2025-04-28 |
Who else reported the position
69 managers reported VANGUARD WELLINGTON FD for Q2 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| ANDERSON HOAGLAND & CO | Reduced | 311,780 | -5,615 | 3.97% | $37,834,555 | 15 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 237,136 | -24,691 | 0.01% | $29,026,859 | 13 qtrs |
| Opus Capital Group LLC | Added | 98,029 | +1,184 | 1.71% | $11,999,000 | 15 qtrs |
| Per Stirling Capital Management LLC | New | 75,693 | +75,693 | 1.49% | $9,265,255 | 1 qtr |
| UMB Bank n a | Added | 61,744 | +258 | 0.12% | $7,557,818 | 11 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Added | 41,286 | +1,589 | < 0.01% | $5,054,000 | 25 qtrs |
| LPL Financial LLC | Added | 37,001 | +383 | < 0.01% | $4,529,111 | 8 qtrs |
| Partners in Financial Planning | Added | 21,216 | +170 | 0.56% | $2,596,934 | 13 qtrs |
| RAYMOND JAMES & ASSOCIATES | Added | 20,339 | +12,720 | < 0.01% | $2,489,610 | 2 qtrs |
| Walkner Condon Financial Advisors LLC | Added | 19,255 | +4,513 | 0.51% | $2,356,922 | 5 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2024
- Filed
- April 28, 2025
- Filing type
- 13F-HR
- Position type
- US MULTIFACTOR
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 6,082
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.