VANGUARD WELLINGTON FD (VFMF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
101
Reporting holders
$277.1M
Reported value
0.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ANDERSON HOAGLAND & CO | $53.5M | 302,472 | 4.20% | 23q | -1.8%-$968.7K |
| Systelligence, LLC | $28.4M | 160,678 | 4.75% | 2q | +48.8%+$9.3M |
| ENVESTNET ASSET MANAGEMENT INC | $26.3M | 148,790 | 0.01% | 21q | -10.0%-$2.9M |
| LPL Financial LLC | $22.1M | 124,650 | 0.00% | 16q | +53.2%+$7.7M |
| UMB Bank, n.a. | $11.7M | 66,037 | 0.15% | 19q | -1.3%-$147.9K |
| RAYMOND JAMES FINANCIAL INC | $10.4M | 58,773 | 0.00% | 7q | +5.6%+$549.8K |
| Storen Legacy Partners, LLC | $10.1M | 57,126 | 2.76% | 3q | -2.7%-$279.4K |
| Rooted Wealth Advisors, Inc. | $9.7M | 54,569 | 2.36% | 3q | +16.2%+$1.3M |
| Geneos Wealth Management Inc. | $7.8M | 44,273 | 0.16% | 14q | +1.2%+$91.3K |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $7.6M | 43,048 | 0.96% | 15q | +7.8%+$551.8K |
| ADVISORTRUST PARTNERS, LLC | $6.0M | 34,070 | 2.06% | 2q | +993.7%+$5.5M |
| OSAIC HOLDINGS, INC. | $4.9M | 27,724 | 0.01% | 26q | +39.8%+$1.4M |
| ROYAL BANK OF CANADA | $3.7M | 20,972 | 0.00% | 20q | +26.7%+$781.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 20,611 | 0.00% | 31q | +23.8%+$700.5K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $3.6M | 20,336 | 1.13% | 7q | +35.8%+$948.3K |
| Partners in Financial Planning | $3.4M | 19,325 | 0.52% | 21q | HELD |
| TFB Advisors LLC | $3.4M | 19,206 | 1.50% | 8q | +8.3%+$259.3K |
| TWO SIGMA INVESTMENTS, LP | $3.0M | 16,900 | 0.00% | new | NEW |
| Cedar Point Capital Partners, LLC | $2.8M | 15,926 | 1.62% | 11q | +2.8%+$76.3K |
| Walkner Condon Financial Advisors LLC | $2.7M | 15,363 | 0.31% | 13q | -3.6%-$101.4K |
| MGO ONE SEVEN LLC | $2.7M | 15,169 | 0.04% | 2q | +4.1%+$106.0K |
| VICTORY FINANCIAL GROUP, LLC | $2.7M | 15,156 | 0.28% | 7q | -1.3%-$34.9K |
| Equitable Holdings, Inc. | $2.3M | 12,889 | 0.01% | new | NEW |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $2.2M | 12,619 | 0.10% | 7q | -6.9%-$166.2K |
| Onyx Bridge Wealth Group LLC | $2.2M | 12,461 | 0.20% | 13q | +0.9%+$20.5K |
| RESOLUTE WEALTH ADVISOR, INC. | $2.2M | 14,185 | 1.25% | 3q | HELD |
| CALTON & ASSOCIATES, INC. | $2.0M | 11,419 | 0.30% | 4q | +57.1%+$734.2K |
| Apollon Wealth Management, LLC | $1.7M | 9,743 | 0.02% | 5q | +20.4%+$292.0K |
| AQR CAPITAL MANAGEMENT LLC | $1.7M | 9,650 | 0.00% | 8q | +3.8%+$62.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.7M | 9,447 | 0.03% | 11q | -14.8%-$290.3K |
| PERRYMAN FINANCIAL ADVISORY INC /AD | $1.7M | 9,442 | 0.22% | 3q | +3.2%+$52.6K |
| NewEdge Advisors, LLC | $1.6M | 8,976 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $1.6M | 8,835 | 0.00% | 2q | -4.2%-$69.0K |
| UBS Group AG | $1.5M | 8,360 | 0.00% | 19q | +18.1%+$226.9K |
| FIRST MANHATTAN CO. LLC. | $1.5M | 8,339 | 0.00% | 31q | HELD |
| Centric Wealth Management | $1.4M | 7,610 | 0.22% | new | NEW |
| RHS Financial, LLC | $1.4M | 7,967 | 0.57% | 5q | +25.5%+$286.7K |
| Mariner, LLC | $1.4M | 7,870 | 0.00% | 2q | +270.0%+$1.0M |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.4M | 7,849 | 0.02% | 9q | +27.9%+$302.6K |
| STIFEL FINANCIAL CORP | $1.3M | 7,250 | 0.00% | 11q | -4.1%-$54.5K |
| Seed Wealth Management, Inc. | $1.2M | 6,650 | 0.74% | 15q | HELD |
| Clark Asset Management, LLC | $1.1M | 6,350 | 0.09% | 9q | HELD |
| Focus Partners Advisor Solutions, LLC | $1.1M | 6,143 | 0.01% | 10q | -18.5%-$246.0K |
| MML INVESTORS SERVICES, LLC | $848.3K | 4,794 | 0.00% | 3q | +1.7%+$14.0K |
| Foundations Investment Advisors, LLC | $652.8K | 3,689 | 0.01% | 5q | +53.1%+$226.5K |
| Physician Wealth Advisors, Inc. | $647.5K | 3,659 | 0.08% | 28q | -3.9%-$26.5K |
| J.W. COLE ADVISORS, INC. | $543.5K | 3,071 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $539.2K | 3,047 | 0.00% | 3q | +0.7%+$3.9K |
| Compass Ion Advisors, LLC | $502.0K | 2,837 | 0.04% | new | NEW |
| Capital Square, LLC | $472.0K | 2,627 | 0.21% | 2q | +8.6%+$37.2K |
| Dynamic Advisor Solutions LLC | $427.3K | 2,414 | 0.01% | 6q | +10.4%+$40.2K |
| Harbor Asset Planning, Inc. | $400.9K | 2,266 | 0.30% | 5q | +3.1%+$12.2K |
| Kestra Advisory Services, LLC | $385.9K | 2,181 | 0.00% | 3q | -5.6%-$23.0K |
| Cassia Capital Partners, LLC | $378.0K | 2,136 | 0.18% | 16q | +1.3%+$5.0K |
| STUDIO INVESTMENT MANAGEMENT LLC | $375.9K | 2,124 | 0.06% | 4q | +9.4%+$32.4K |
| Greenline Wealth Management LLC | $369.0K | 2,085 | 0.30% | new | NEW |
| TAGStone Capital, Inc. | $361.3K | 2,042 | 0.11% | 2q | +14.7%+$46.2K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $341.9K | 1,932 | 0.02% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $319.6K | 1,806 | 0.00% | 2q | +115.0%+$170.9K |
| CreativeOne Wealth, LLC | $308.5K | 1,743 | 0.01% | new | NEW |
| Modera Wealth Management, LLC | $304.6K | 1,721 | 0.00% | 10q | HELD |
| Essex Financial Services, Inc. | $289.4K | 1,635 | 0.01% | 3q | +22.2%+$52.6K |
| First Citizens Financial Corp | $289.2K | 1,634 | 0.12% | 5q | -26.6%-$104.9K |
| PRINCIPAL SECURITIES, INC. | $288.6K | 1,631 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $282.3K | 1,595 | 0.00% | 29q | +641.9%+$244.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $278.7K | 1,575 | 0.01% | 6q | -0.8%-$2.3K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $275.9K | 1,559 | 0.01% | 2q | +13.1%+$31.9K |
| Savvy Advisors, Inc. | $263.5K | 1,489 | 0.01% | 5q | HELD |
| Coquina Private Wealth LLC | $248.5K | 1,404 | 0.17% | 3q | HELD |
| World Investment Advisors | $236.7K | 1,526 | 0.00% | 10q | HELD |
| Chicago Partners Investment Group LLC | $233.3K | 1,297 | 0.00% | new | NEW |
| LRI Investments, LLC | $228.6K | 1,291 | 0.02% | 8q | +6.3%+$13.5K |
| Concurrent Investment Advisors, LLC | $219.8K | 1,242 | 0.00% | new | NEW |
| May Hill Capital, LLC | $213.5K | 1,207 | 0.04% | new | NEW |
| TFC Financial Management, Inc. | $173.3K | 979 | 0.02% | 8q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $104.6K | 591 | 0.01% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.7K | 518 | 0.00% | 2q | HELD |
| Bogart Wealth, LLC | $88.5K | 500 | 0.00% | 6q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $78.0K | 439 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $75.6K | 427 | 0.00% | new | NEW |
| JNBA Financial Advisors | $67.6K | 382 | 0.01% | 10q | +64.7%+$26.6K |
| Strategic Wealth Partners, Ltd. | $60.0K | 339 | 0.00% | 5q | HELD |
| PNC Financial Services Group, Inc. | $58.4K | 330 | 0.00% | new | NEW |
| Tidemark, LLC | $56.8K | 321 | 0.01% | 7q | HELD |
| PRIVATE TRUST CO NA | $53.1K | 300 | 0.00% | 13q | HELD |
| JPMORGAN CHASE & CO | $50.1K | 282 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $49.9K | 0 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $48.5K | 274 | 0.00% | 14q | +13600.0%+$48.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $33.3K | 188 | 0.00% | new | NEW |
| Glass Jacobson Investment Advisors llc | $33.3K | 188 | 0.01% | 10q | -11.7%-$4.4K |
| Cambridge Investment Research Advisors, Inc. | $30.7K | 173,624 | 0.03% | 10q | +124.9%+$17.1K |
| VANGUARD ADVISERS INC | $28.7K | 162 | 0.00% | 2q | -12.4%-$4.1K |
| MORGAN STANLEY | $22.0K | 124 | 0.00% | 15q | -0.8% |
| IFG Advisory, LLC | $21.5K | 122 | 0.00% | new | NEW |
| Opus Capital Group, LLC | $19.0K | 107,138 | 1.84% | 23q | +1.0% |
| US BANCORP \DE\ | $17.9K | 101 | 0.00% | new | NEW |
| Ankerstar Wealth, LLC | $16.6K | 94 | 0.01% | 3q | HELD |
| Arax Advisory Partners | $7.1K | 40 | 0.00% | new | NEW |
| ST GERMAIN D J CO INC | $3.4K | 19 | 0.00% | 2q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $2.3K | 13 | 0.00% | 5q | +18.2% |
Showing the largest 100 of 107 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 101 | $277.1M | 1,567,244 | 22 | 40 | 18 | 0.0% |
| Q1 2026 | 91 | $212.4M | 1,365,765 | 19 | 32 | 15 | 0.0% |
| Q4 2025 | 80 | $190.2M | 1,259,116 | 8 | 26 | 18 | 0.0% |
| Q3 2025 | 73 | $187.8M | 1,301,654 | 9 | 25 | 13 | 0.0% |
| Q2 2025 | 73 | $153.6M | 1,139,992 | 14 | 19 | 20 | 0.0% |
| Q1 2025 | 63 | $137.5M | 1,124,530 | 5 | 24 | 15 | 0.0% |
| Q4 2024 | 61 | $140.4M | 1,064,879 | 10 | 20 | 9 | 0.0% |
| Q3 2024 | 60 | $130.8M | 1,002,533 | 11 | 17 | 13 | 0.0% |
| Q2 2024 | 54 | $120.0M | 983,762 | 4 | 18 | 13 | 0.0% |
| Q1 2024 | 56 | $116.9M | 933,360 | 12 | 14 | 15 | 0.0% |
| Q4 2023 | 47 | $103.1M | 903,679 | 7 | 12 | 13 | 0.0% |
| Q3 2023 | 40 | $81.4M | 788,610 | 3 | 8 | 11 | 0.0% |
| Q2 2023 | 38 | $90.8M | 873,830 | 4 | 12 | 8 | 0.0% |
| Q1 2023 | 38 | $93.9M | 947,168 | 6 | 11 | 12 | 0.0% |
| Q4 2022 | 32 | $76.4M | 767,692 | 10 | 10 | 6 | 0.0% |
| Q3 2022 | 29 | $74.4M | 843,455 | 2 | 6 | 8 | 0.0% |
| Q2 2022 | 32 | $92.8M | 1,027,885 | 5 | 10 | 7 | 0.0% |
| Q1 2022 | 30 | $108.2M | 1,041,356 | 4 | 17 | 1 | 0.0% |
| Q4 2021 | 33 | $72.8M | 691,279 | 3 | 14 | 4 | 0.0% |
| Q3 2021 | 31 | $52.6M | 528,000 | 5 | 11 | 5 | 0.0% |
| Q2 2021 | 29 | $40.4M | 400,386 | 2 | 9 | 4 | 0.0% |
| Q1 2021 | 29 | $33.3M | 343,193 | 2 | 3 | 12 | 0.0% |
| Q4 2020 | 26 | $23.7M | 282,066 | 6 | 2 | 7 | 0.0% |
| Q3 2020 | 24 | $14.1M | 197,967 | 3 | 5 | 7 | 0.0% |
| Q2 2020 | 22 | $13.3M | 196,440 | 2 | 4 | 7 | 0.0% |
| Q1 2020 | 24 | $12.8M | 226,750 | 2 | 7 | 6 | 0.0% |
| Q4 2019 | 31 | $22.3M | 274,518 | 4 | 11 | 4 | 0.0% |
| Q3 2019 | 28 | $19.6M | 258,857 | 3 | 7 | 8 | 0.0% |
| Q2 2019 | 26 | $27.2M | 357,944 | 4 | 6 | 7 | 0.0% |
| Q1 2019 | 23 | $22.3M | 296,977 | 3 | 7 | 7 | 0.0% |
| Q4 2018 | 22 | $21.7M | 320,743 | 0 | 0 | 0 | 0.0% |