# VANGUARD WELLINGTON FD (VFMO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VFMO/

- Reporting holders: 6
- Reported value: $1.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $814.7K | 3,588 | 0.1% | 4 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $503.6K | 2,218 | 0.2% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $404.6K | 1,782 | 0.0% | 5 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $32.0K | 141 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $9.5K | 42 | 0.0% | 1 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $8.9K | 39 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $1.8M |
| Q2 2026 | 200 | $1.1B |
| Q1 2026 | 173 | $646.8M |
| Q4 2025 | 163 | $591.0M |
| Q3 2025 | 141 | $634.0M |
| Q2 2025 | 140 | $568.1M |
| Q1 2025 | 140 | $471.8M |
| Q4 2024 | 125 | $411.8M |
| Q3 2024 | 101 | $320.1M |
| Q2 2024 | 91 | $316.6M |
| Q1 2024 | 81 | $301.5M |
| Q4 2023 | 64 | $239.5M |