# VANGUARD WELLINGTON FD (VFMV)

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

- Reporting holders: 5
- Reported value: $10.8M
- 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 |
|---|---|---|---|---|
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $6.0M | 42,220 | 0.4% | 8 |
| [Harpswell Capital Advisors, LLC](https://holderbook.com/funds/1806630-harpswell-capital-advisors-llc/) | $4.5M | 31,456 | 2.9% | 1 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $287.2K | 2,029 | 0.2% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $49.1K | 347 | 0.0% | 3 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $29.7K | 210 | 0.0% | 6 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $5 | 34 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $10.8M |
| Q2 2026 | 89 | $190.1M |
| Q1 2026 | 82 | $225.2M |
| Q4 2025 | 73 | $151.9M |
| Q3 2025 | 67 | $144.7M |
| Q2 2025 | 66 | $134.4M |
| Q1 2025 | 56 | $143.6M |
| Q4 2024 | 40 | $84.5M |
| Q3 2024 | 38 | $70.0M |
| Q2 2024 | 33 | $53.9M |
| Q1 2024 | 35 | $55.6M |
| Q4 2023 | 39 | $55.3M |