VANGUARD WELLINGTON FD (VFMV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
83
Reporting holders
$177.9M
Reported value
0.0%
Held as options
+3
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 | $24.9M | 178,856 | 1.95% | 23q | -2.5%-$641.6K |
| Foundations Investment Advisors, LLC | $24.4M | 174,905 | 0.25% | 14q | +7.1%+$1.6M |
| LPL Financial LLC | $17.9M | 128,559 | 0.00% | 17q | +43.4%+$5.4M |
| UBS Group AG | $9.1M | 65,433 | 0.00% | 16q | HELD |
| Equitable Holdings, Inc. | $8.5M | 61,327 | 0.05% | 6q | +12.9%+$978.3K |
| NewEdge Advisors, LLC | $8.4M | 60,163 | 0.02% | new | NEW |
| UMB Bank, n.a. | $5.9M | 42,283 | 0.07% | 19q | -1.0%-$58.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $5.7M | 41,234 | 0.39% | 7q | +2.0%+$113.6K |
| Sculati Wealth Management, LLC | $4.9M | 34,373 | 1.63% | 5q | +3.0%+$142.5K |
| Sequoia Financial Advisors, LLC | $4.9M | 34,945 | 0.02% | 4q | -27.9%-$1.9M |
| SMITH, MOORE & CO. | $4.8M | 34,380 | 0.31% | 7q | +1.0%+$47.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.2M | 29,807 | 0.20% | 5q | -0.8%-$34.3K |
| Kestra Advisory Services, LLC | $4.1M | 29,192 | 0.01% | 4q | HELD |
| Cetera Investment Advisers | $3.9M | 28,209 | 0.00% | 6q | +28.2%+$864.5K |
| TWO SIGMA INVESTMENTS, LP | $3.2M | 23,000 | 0.00% | 6q | -10.5%-$376.3K |
| ENVESTNET ASSET MANAGEMENT INC | $3.0M | 21,573 | 0.00% | 29q | +25.6%+$612.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.9M | 20,582 | 0.00% | 2q | +102.9%+$1.5M |
| Cornerstone Planning, LLC | $2.7M | 19,272 | 0.62% | 3q | HELD |
| Advisory Services Network, LLC | $2.6M | 18,659 | 0.03% | 2q | +20.2%+$437.6K |
| Independence Asset Advisors, LLC | $2.6M | 18,541 | 0.67% | 7q | HELD |
| Pathstone Holdings, LLC | $1.5M | 10,984 | 0.00% | 11q | -1.6%-$24.7K |
| ROYAL BANK OF CANADA | $1.5M | 10,845 | 0.00% | 31q | HELD |
| MML INVESTORS SERVICES, LLC | $1.5M | 10,822 | 0.00% | 5q | +32.1%+$366.7K |
| Glass Jacobson Investment Advisors llc | $1.4M | 10,291 | 0.45% | 13q | +1.5%+$20.6K |
| Keystone Financial Group | $1.3M | 8,973 | 0.07% | 8q | -2.0%-$24.9K |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 8,412 | 0.00% | 6q | +41.0%+$341.0K |
| OSAIC HOLDINGS, INC. | $1.2M | 8,335 | 0.00% | 26q | +5.2%+$57.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 8,082 | 0.00% | new | NEW |
| Compass Financial Group, INC/SD | $1.0M | 7,532 | 0.12% | 15q | -6.7%-$75.5K |
| Signal Advisors Wealth, LLC | $1.0M | 7,315 | 0.05% | 5q | +57.3%+$371.3K |
| MARIPAU WEALTH MANAGEMENT LLC | $992.5K | 7,124 | 0.35% | 5q | +53.2%+$344.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $984.2K | 7,062 | 0.00% | 31q | +4.0%+$37.6K |
| GUYASUTA INVESTMENT ADVISORS INC | $979.0K | 7,025 | 0.05% | new | NEW |
| TD Waterhouse Canada Inc. | $951.5K | 6,827 | 0.00% | 3q | -2.8%-$27.2K |
| SILVER OAK SECURITIES, INCORPORATED | $921.4K | 6,611 | 0.06% | 4q | +51.6%+$313.4K |
| GOLDMAN SACHS GROUP INC | $811.9K | 5,826 | 0.00% | new | NEW |
| Interchange Capital Partners, LLC | $774.3K | 5,556 | 0.15% | 9q | HELD |
| Tower Research Capital LLC (TRC) | $733.7K | 5,265 | 0.02% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $611.5K | 4,388 | 0.01% | 6q | +36.4%+$163.1K |
| Apollon Financial, LLC | $586.0K | 4,205 | 0.07% | 6q | HELD |
| TRUIST FINANCIAL CORP | $566.7K | 4,066 | 0.00% | 5q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $529.3K | 3,798 | 0.01% | 8q | +19.2%+$85.4K |
| BANK OF MONTREAL /CAN/ | $507.4K | 3,641 | 0.00% | 8q | -6.3%-$34.3K |
| HighTower Advisors, LLC | $463.7K | 3,327 | 0.00% | new | NEW |
| D.A. DAVIDSON & CO. | $444.6K | 3,190 | 0.00% | 30q | HELD |
| Quantinno Capital Management LP | $423.4K | 3,038 | 0.00% | 3q | HELD |
| Caitlin John, LLC | $413.7K | 2,969 | 0.23% | 11q | -2.5%-$10.7K |
| Parallel Advisors, LLC | $413.2K | 2,965 | 0.01% | 14q | -3.3%-$13.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $390.8K | 2,804 | 0.00% | 6q | +13.0%+$44.9K |
| Madison Wealth Partners, Inc | $390.1K | 2,799 | 0.05% | new | NEW |
| Ameritas Advisory Services, LLC | $366.2K | 2,628 | 0.01% | 5q | +37.9%+$100.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | $358.4K | 2,572 | 0.01% | 8q | -11.0%-$44.5K |
| Elm3 Financial Group, LLC | $315.5K | 2,264 | 0.22% | 5q | -3.0%-$9.8K |
| Regal Investment Advisors LLC | $311.3K | 2,234 | 0.02% | 2q | HELD |
| Cerity Partners LLC | $266.2K | 1,910 | 0.00% | 3q | HELD |
| Bank of New York Mellon Corp | $264.4K | 1,897 | 0.00% | new | NEW |
| Western Wealth Management, LLC | $238.3K | 1,710 | 0.01% | 3q | HELD |
| JANE STREET GROUP, LLC | $238.0K | 1,708 | 0.00% | new | NEW |
| Vise Technologies, Inc. | $237.2K | 1,702 | 0.00% | new | NEW |
| IFP Advisors, Inc | $197.1K | 1,414 | 0.00% | 4q | +2672.5%+$190.0K |
| Arax Advisory Partners | $168.7K | 1,210 | 0.00% | 25q | +54.1%+$59.3K |
| MORGAN STANLEY | $90.3K | 648 | 0.00% | 6q | +25.8%+$18.5K |
| HARBOUR INVESTMENTS, INC. | $78.9K | 566 | 0.00% | 4q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $64.0K | 459 | 0.00% | 15q | HELD |
| VANGUARD ADVISERS INC | $57.3K | 411 | 0.00% | 2q | +32.6%+$14.1K |
| JPMORGAN CHASE & CO | $55.4K | 398 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $47.9K | 344 | 0.00% | 2q | +4.9%+$2.2K |
| Geneos Wealth Management Inc. | $42.7K | 307 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $38.3K | 275 | 0.00% | 2q | -99.9%-$55.7M |
| Physician Wealth Advisors, Inc. | $37.6K | 270 | 0.00% | 6q | HELD |
| PROATHLETE WEALTH MANAGEMENT LLC | $32.2K | 231 | 0.01% | 3q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $29.3K | 210 | 0.00% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $18.1K | 130 | 0.00% | 6q | HELD |
| AdvisorNet Financial, Inc | $16.3K | 117 | 0.00% | 6q | +0.9% |
| City State Bank | $13.9K | 100 | 0.00% | 18q | HELD |
| Triumph Capital Management | $13.5K | 97 | 0.00% | 3q | HELD |
| JFS WEALTH ADVISORS, LLC | $9.1K | 65 | 0.00% | 8q | HELD |
| LANARK FINANCIAL, INC. | $8.1K | 58 | 0.00% | 4q | HELD |
| Archer Investment Corp | $6.1K | 44 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $5.6K | 40,020 | 0.01% | 31q | +107.4%+$2.9K |
| Nova Wealth Management, Inc. | $5.6K | 40 | 0.00% | 2q | -78.4%-$20.2K |
| Corsicana & Co. | $4.2K | 30 | 0.00% | new | NEW |
| Oakmont Advisory Group, LLC | $3.7K | 27 | 0.00% | new | NEW |
| Capital Analysts, LLC | $3.1K | 22,575 | 0.07% | 4q | +10.0% |
| FIDUCIARY FINANCIAL ADVISORS | $3.1K | 23 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $210 | 1,511 | 0.00% | new | NEW |
| TSFG, LLC | $14 | 103 | 0.00% | new | NEW |
| CX Institutional | $9 | 67 | 0.00% | new | NEW |
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 | 83 | $177.9M | 1,275,469 | 15 | 28 | 16 | 0.0% |
| Q1 2026 | 80 | $219.9M | 1,651,601 | 12 | 22 | 16 | 0.0% |
| Q4 2025 | 71 | $148.3M | 1,137,447 | 9 | 29 | 14 | 0.0% |
| Q3 2025 | 64 | $140.1M | 1,070,108 | 10 | 21 | 16 | 0.0% |
| Q2 2025 | 62 | $128.2M | 999,771 | 15 | 22 | 12 | 0.0% |
| Q1 2025 | 54 | $136.6M | 1,095,804 | 19 | 16 | 10 | 0.0% |
| Q4 2024 | 38 | $78.4M | 646,941 | 6 | 14 | 6 | 0.0% |
| Q3 2024 | 36 | $68.8M | 566,012 | 10 | 11 | 8 | 0.0% |
| Q2 2024 | 31 | $52.9M | 466,238 | 7 | 10 | 6 | 0.0% |
| Q1 2024 | 32 | $54.6M | 492,508 | 2 | 12 | 11 | 0.0% |
| Q4 2023 | 35 | $54.2M | 518,065 | 5 | 7 | 13 | 0.0% |
| Q3 2023 | 35 | $55.0M | 571,605 | 6 | 10 | 8 | 0.0% |
| Q2 2023 | 29 | $52.9M | 529,547 | 3 | 9 | 10 | 0.0% |
| Q1 2023 | 27 | $50.4M | 512,512 | 5 | 13 | 3 | 0.0% |
| Q4 2022 | 29 | $38.9M | 395,727 | 9 | 8 | 4 | 0.0% |
| Q3 2022 | 25 | $37.0M | 415,423 | 3 | 12 | 3 | 0.0% |
| Q2 2022 | 25 | $37.7M | 389,265 | 3 | 10 | 3 | 0.0% |
| Q1 2022 | 29 | $30.6M | 295,528 | 6 | 8 | 3 | 0.0% |
| Q4 2021 | 26 | $25.4M | 244,492 | 3 | 3 | 8 | 0.0% |
| Q3 2021 | 24 | $15.9M | 162,915 | 2 | 8 | 4 | 0.0% |
| Q2 2021 | 26 | $15.6M | 158,382 | 1 | 5 | 10 | 0.0% |
| Q1 2021 | 30 | $19.2M | 205,228 | 6 | 5 | 11 | 0.0% |
| Q4 2020 | 27 | $21.3M | 237,844 | 2 | 7 | 10 | 0.0% |
| Q3 2020 | 28 | $31.4M | 381,776 | 4 | 6 | 8 | 0.0% |
| Q2 2020 | 24 | $27.1M | 343,014 | 3 | 6 | 6 | 0.0% |
| Q1 2020 | 24 | $35.5M | 495,959 | 7 | 6 | 3 | 0.0% |
| Q4 2019 | 23 | $38.7M | 421,713 | 2 | 8 | 3 | 0.0% |
| Q3 2019 | 20 | $23.3M | 260,957 | 7 | 8 | 1 | 0.0% |
| Q2 2019 | 13 | $9.9M | 114,597 | 2 | 5 | 2 | 0.0% |
| Q1 2019 | 12 | $9.0M | 108,583 | 3 | 2 | 1 | 0.0% |
| Q4 2018 | 15 | $3.4M | 45,446 | 0 | 1 | 0 | 0.0% |