VANGUARD WELLINGTON FD (VFMO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
187
Reporting holders
$993.3M
Reported value
0.1%
Held as options
+25
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 |
|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | $368.1M | 1,475,286 | 2.75% | 20q | +108.6%+$191.6M |
| LPL Financial LLC | $42.8M | 171,600 | 0.01% | 24q | +13.0%+$4.9M |
| GREAT VALLEY ADVISOR GROUP, INC. | $41.2M | 165,303 | 0.65% | 14q | +2.9%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $39.2M | 156,997 | 0.01% | 7q | +4.6%+$1.7M |
| DAVIDSON INVESTMENT ADVISORS | $39.0M | 156,341 | 1.59% | 19q | +1.8%+$704.4K |
| ANDERSON HOAGLAND & CO | $27.4M | 109,865 | 2.15% | 23q | -3.8%-$1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $26.0M | 104,019 | 0.38% | 18q | -4.8%-$1.3M |
| Cetera Investment Advisers | $24.9M | 99,597 | 0.02% | 10q | +32.0%+$6.0M |
| Systelligence, LLC | $23.3M | 93,485 | 3.90% | 9q | -9.3%-$2.4M |
| ENVESTNET ASSET MANAGEMENT INC | $21.0M | 84,133 | 0.00% | 20q | -8.4%-$1.9M |
| TWO SIGMA INVESTMENTS, LP | $16.4M | 65,700 | 0.01% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $15.2M | 61,024 | 0.00% | 7q | +82.7%+$6.9M |
| UBS Group AG | $14.4M | 57,661 | 0.00% | 16q | +33.1%+$3.6M |
| WIN ADVISORS, INC | $13.4M | 53,521 | 4.76% | 3q | -3.7%-$506.0K |
| Financial Partners Group, Inc | $13.3M | 53,315 | 1.35% | 6q | +1.0%+$134.7K |
| CABOT WEALTH MANAGEMENT INC | $12.5M | 50,284 | 1.28% | 18q | -57.2%-$16.8M |
| Armbruster Capital Management, Inc. | $11.9M | 47,516 | 1.77% | 26q | -4.2%-$524.0K |
| Merit Financial Group, LLC | $10.5M | 42,026 | 0.03% | 7q | +58.3%+$3.9M |
| &PARTNERS | $10.2M | 40,952 | 0.04% | 5q | +3.9%+$384.5K |
| NewEdge Advisors, LLC | $10.2M | 40,946 | 0.03% | new | NEW |
| OPPENHEIMER & CO INC | $10.1M | 40,457 | 0.11% | new | NEW |
| Mariner, LLC | $9.8M | 39,420 | 0.01% | 9q | +192.7%+$6.5M |
| BUILDER INVESTMENT GROUP INC /ADV | $8.4M | 33,690 | 1.67% | 2q | +182.7%+$5.4M |
| Hobart Private Capital, LLC | $8.1M | 32,338 | 1.38% | 7q | +0.9%+$72.9K |
| ROYAL BANK OF CANADA | $8.1M | 32,297 | 0.00% | 31q | +55.1%+$2.9M |
| Private Advisor Group, LLC | $7.9M | 31,630 | 0.04% | 6q | +4.8%+$365.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 29,870 | 0.01% | 15q | +25.3%+$1.5M |
| LINCOLN CAPITAL CORP | $6.6M | 26,571 | 2.15% | 13q | +3.3%+$214.6K |
| Financial Freedom, LLC | $5.3M | 21,091 | 2.42% | 7q | +9.7%+$464.6K |
| Stratos Wealth Advisors, LLC | $4.9M | 19,571 | 0.27% | 9q | -28.5%-$1.9M |
| UMB Bank, n.a. | $4.8M | 19,356 | 0.06% | 19q | -0.6%-$30.4K |
| Kestra Advisory Services, LLC | $4.8M | 19,270 | 0.02% | 20q | +40.7%+$1.4M |
| OSAIC HOLDINGS, INC. | $4.7M | 18,876 | 0.01% | 26q | +17.4%+$699.5K |
| GOLDMAN SACHS GROUP INC | $4.5M | 17,846 | 0.00% | new | NEW |
| Wilkins Miller Wealth Management, LLC | $3.7M | 14,800 | 2.03% | 7q | +3.9%+$139.2K |
| Fortis Group Advisors, LLC | $3.7M | 14,722 | 0.59% | new | NEW |
| Redhawk Wealth Advisors, Inc. | $3.2M | 12,853 | 0.32% | 9q | -41.6%-$2.3M |
| Compass Ion Advisors, LLC | $3.0M | 12,170 | 0.26% | 6q | +17.4%+$449.6K |
| Nova R Wealth, Inc. | $3.0M | 11,920 | 0.87% | 17q | -1.0%-$29.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.9M | 11,478 | 0.00% | 13q | +100.2%+$1.4M |
| Farther Finance Advisors, LLC | $2.8M | 11,147 | 0.02% | 4q | -24.5%-$904.7K |
| IEQ CAPITAL, LLC | $2.8M | 11,116 | 0.01% | 5q | +10.2%+$257.0K |
| Archford Capital Strategies, LLC | $2.6M | 10,409 | 0.26% | 2q | +13.1%+$300.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.4M | 9,783 | 0.14% | 9q | +4.7%+$105.7K |
| Aspect Partners, LLC | $2.3M | 9,331 | 0.87% | 11q | -5.0%-$122.8K |
| Caitlin John, LLC | $2.2M | 8,811 | 1.20% | 11q | +7.2%+$148.5K |
| MY Wealth Management Inc. | $2.2M | 8,717 | 1.53% | new | NEW |
| Valued Retirements, Inc. | $2.0M | 8,115 | 1.82% | 6q | -5.9%-$127.8K |
| IAM Advisory, LLC | $2.0M | 7,927 | 0.39% | 10q | -2.4%-$47.9K |
| PFG Advisors | $1.9M | 7,680 | 0.10% | 4q | +10.8%+$186.4K |
| MML INVESTORS SERVICES, LLC | $1.9M | 7,567 | 0.00% | 15q | +51.5%+$642.0K |
| Blom & Howell Financial Planning, Inc. | $1.9M | 7,518 | 1.56% | 3q | +7.0%+$123.0K |
| TFB Advisors LLC | $1.9M | 7,434 | 0.82% | 9q | +7.4%+$127.0K |
| BLB&B Advisors, LLC | $1.8M | 7,250 | 0.07% | 12q | HELD |
| Equitable Holdings, Inc. | $1.8M | 7,248 | 0.01% | 3q | +21.2%+$316.9K |
| Nova Wealth Management, Inc. | $1.8M | 7,172 | 0.99% | 7q | -7.1%-$136.2K |
| FIFTH THIRD BANCORP | $1.7M | 6,831 | 0.00% | 2q | -4.7%-$84.8K |
| BENJAMIN EDWARDS INC | $1.6M | 6,372 | 0.01% | 2q | +78.8%+$700.6K |
| Tidal Investments LLC | $1.6M | 6,248 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $1.5M | 5,999 | 0.01% | 9q | +2.1%+$31.2K |
| Quantinno Capital Management LP | $1.5M | 5,881 | 0.00% | 5q | HELD |
| Wealth High Governance Asset Management Ltda. | $1.4M | 5,802 | 0.15% | new | NEW |
| Madison Wealth Partners, Inc | $1.3M | 5,361 | 0.17% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $1.3M | 5,173 | 0.01% | 13q | -8.8%-$125.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.3M | 5,166 | 0.01% | 9q | +9.3%+$110.0K |
| Odyssey Capital Advisors, Inc. | $1.2M | 4,869 | 0.87% | 3q | -3.0%-$37.2K |
| HARBOUR INVESTMENTS, INC. | $1.2M | 4,802 | 0.02% | 15q | +9.3%+$101.8K |
| WealthCare Investment Partners, LLC | $1.2M | 4,695 | 0.28% | 2q | +115.3%+$627.3K |
| Apollon Wealth Management, LLC | $1.2M | 4,694 | 0.01% | 5q | +12.9%+$133.5K |
| Global Retirement Partners, LLC | $1.1M | 4,592 | 0.02% | 8q | -3.0%-$35.7K |
| Ethos Financial Group, LLC | $986.3K | 4,595 | 0.07% | new | NEW |
| Concurrent Investment Advisors, LLC | $979.4K | 3,926 | 0.01% | 6q | +62.3%+$376.0K |
| Kathmere Capital Management, LLC | $958.6K | 3,842 | 0.05% | 12q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $943.0K | 3,780 | 0.01% | 4q | +7.9%+$68.9K |
| Redwood Family Wealth LLC | $922.9K | 3,699 | 0.81% | 3q | -1.4%-$12.7K |
| IFP Advisors, Inc | $905.7K | 3,630 | 0.02% | 10q | +3357.1%+$879.5K |
| PRINCIPAL SECURITIES, INC. | $888.2K | 3,560 | 0.01% | 11q | -3.8%-$34.9K |
| Wealthcare Advisory Partners LLC | $875.5K | 3,509 | 0.02% | 7q | -3.0%-$26.9K |
| Belpointe Asset Management LLC | $873.7K | 3,501 | 0.03% | 3q | HELD |
| Harbor Asset Planning, Inc. | $862.0K | 3,455 | 0.65% | 5q | +43.0%+$259.2K |
| Advisory Services Network, LLC | $850.6K | 3,409 | 0.01% | 6q | +17.6%+$127.5K |
| United Advisor Group, LLC | $824.1K | 3,303 | 0.09% | 10q | HELD |
| OneDigital Investment Advisors LLC | $815.8K | 3,270 | 0.01% | 6q | HELD |
| SMITH, MOORE & CO. | $815.6K | 3,269 | 0.05% | 6q | -3.3%-$28.2K |
| Cerity Partners LLC | $795.8K | 3,189 | 0.00% | 3q | +13.3%+$93.3K |
| Diversify Advisory Services, LLC | $786.8K | 3,479 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $786.8K | 3,479 | 0.01% | 2q | HELD |
| Breakwater Capital Group | $776.5K | 3,112 | 0.09% | 3q | -17.0%-$159.2K |
| LAZARI CAPITAL MANAGEMENT, INC. | $769.4K | 3,084 | 0.24% | 9q | HELD |
| Virtus Family Office LLC | $756.5K | 3,032 | 0.60% | 4q | +28.5%+$167.7K |
| Creative Planning | $752.0K | 3,014 | 0.00% | 14q | -5.3%-$42.2K |
| MORGAN STANLEY | $691.9K | 2,773 | 0.00% | 22q | +14.6%+$88.3K |
| FIDUCIARY FINANCIAL ADVISORS | $684.5K | 2,742 | 0.07% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $637.7K | 2,556 | 0.00% | 7q | +3.3%+$20.2K |
| Arkadios Wealth Advisors | $632.0K | 2,533 | 0.01% | 9q | +7.2%+$42.4K |
| CreativeOne Wealth, LLC | $628.8K | 2,520 | 0.01% | 3q | HELD |
| PARTNERS WEALTH MANAGEMENT, LLC | $607.5K | 2,435 | 0.60% | 7q | HELD |
| Pacific Sun Financial Corp | $604.9K | 2,424 | 0.25% | 8q | HELD |
| Robertson Stephens Wealth Management, LLC | $603.3K | 2,418 | 0.01% | 9q | +45.7%+$189.1K |
| Waverly Advisors, LLC | $587.8K | 2,356 | 0.00% | 13q | -2.4%-$14.2K |
Showing the largest 100 of 198 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 | 187 | $993.3M | 3,978,625 | 39 | 62 | 35 | 0.1% |
| Q1 2026 | 162 | $626.0M | 3,164,126 | 25 | 59 | 34 | 0.3% |
| Q4 2025 | 152 | $571.6M | 2,963,856 | 20 | 46 | 40 | 0.0% |
| Q3 2025 | 131 | $619.9M | 3,236,840 | 17 | 44 | 35 | 0.0% |
| Q2 2025 | 127 | $550.6M | 3,191,042 | 14 | 43 | 36 | 0.0% |
| Q1 2025 | 130 | $460.5M | 3,047,279 | 29 | 48 | 22 | 0.0% |
| Q4 2024 | 118 | $404.2M | 2,451,179 | 22 | 37 | 25 | 0.0% |
| Q3 2024 | 94 | $313.6M | 1,945,437 | 13 | 28 | 30 | 0.2% |
| Q2 2024 | 85 | $301.0M | 2,000,356 | 19 | 26 | 19 | 0.2% |
| Q1 2024 | 73 | $286.6M | 1,898,642 | 19 | 21 | 18 | 0.0% |
| Q4 2023 | 56 | $224.8M | 1,714,243 | 5 | 11 | 16 | 0.0% |
| Q3 2023 | 52 | $171.0M | 1,508,236 | 2 | 16 | 15 | 0.0% |
| Q2 2023 | 53 | $192.5M | 1,590,245 | 8 | 19 | 12 | 0.0% |
| Q1 2023 | 49 | $163.2M | 1,462,484 | 10 | 22 | 9 | 0.0% |
| Q4 2022 | 43 | $148.0M | 1,296,703 | 9 | 12 | 11 | 0.0% |
| Q3 2022 | 42 | $149.0M | 1,408,090 | 4 | 13 | 12 | 0.0% |
| Q2 2022 | 40 | $125.5M | 1,174,802 | 4 | 13 | 13 | 0.0% |
| Q1 2022 | 40 | $139.9M | 1,106,969 | 7 | 11 | 14 | 0.0% |
| Q4 2021 | 45 | $141.2M | 1,069,107 | 11 | 16 | 6 | 0.0% |
| Q3 2021 | 31 | $112.1M | 871,060 | 6 | 10 | 8 | 0.0% |
| Q2 2021 | 31 | $64.3M | 489,494 | 5 | 10 | 11 | 0.0% |
| Q1 2021 | 29 | $51.7M | 416,713 | 10 | 9 | 9 | 0.0% |
| Q4 2020 | 20 | $39.3M | 348,002 | 5 | 4 | 6 | 0.0% |
| Q3 2020 | 16 | $36.9M | 387,993 | 2 | 8 | 1 | 0.0% |
| Q2 2020 | 17 | $27.2M | 315,656 | 3 | 3 | 6 | 0.0% |
| Q1 2020 | 16 | $18.1M | 267,920 | 4 | 3 | 4 | 0.0% |
| Q4 2019 | 14 | $16.6M | 172,366 | 3 | 3 | 3 | 0.0% |
| Q3 2019 | 13 | $9.9M | 122,974 | 2 | 2 | 2 | 0.0% |
| Q2 2019 | 13 | $11.0M | 132,835 | 4 | 3 | 3 | 0.0% |
| Q1 2019 | 12 | $11.7M | 147,949 | 3 | 0 | 6 | 0.0% |
| Q4 2018 | 15 | $8.8M | 129,292 | 0 | 0 | 0 | 0.0% |