VANGUARD WELLINGTON FD (VFQY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
93
Reporting holders
$189.3M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Armbruster Capital Management, Inc. | $32.7M | 191,754 | 4.87% | 26q | +0.7%+$224.3K |
| Foundations Investment Advisors, LLC | $26.3M | 154,711 | 0.27% | 14q | +7.4%+$1.8M |
| Pure Financial Advisors, LLC | $23.6M | 138,331 | 0.30% | 18q | +1.0%+$227.0K |
| Focus Partners Wealth | $12.8M | 74,972 | 0.01% | 7q | HELD |
| Genesis Wealth Advisors, LLC | $10.4M | 60,996 | 6.21% | 7q | +2.7%+$272.0K |
| OSAIC HOLDINGS, INC. | $7.0M | 40,824 | 0.01% | 19q | +109.2%+$3.6M |
| LPL Financial LLC | $6.2M | 36,190 | 0.00% | 14q | +29.2%+$1.4M |
| Wealthspire Advisors, LLC | $5.8M | 34,325 | 0.03% | new | NEW |
| Corient Private Wealth LP | $5.8M | 34,268 | 0.00% | 14q | +165.0%+$3.6M |
| Cannon Wealth Management Services, LLC | $5.3M | 31,337 | 2.92% | 5q | +12.6%+$599.1K |
| Medallion Wealth Advisors, LLC | $4.9M | 28,760 | 1.54% | 7q | +4.7%+$218.9K |
| BEACON FINANCIAL PLANNING, INC | $4.4M | 25,958 | 1.50% | 12q | -7.6%-$363.4K |
| RAYMOND JAMES FINANCIAL INC | $3.6M | 20,861 | 0.00% | 7q | -6.8%-$259.0K |
| Royal Fund Management, LLC | $3.1M | 18,246 | 0.26% | 15q | +8.4%+$239.6K |
| BANK OF AMERICA CORP /DE/ | $2.9M | 16,825 | 0.00% | 7q | +13.7%+$344.5K |
| Integrated Wealth Concepts LLC | $2.5M | 11,253 | 0.01% | 15q | +24.0%+$478.3K |
| Coastline Trust Co | $2.4M | 13,860 | 0.21% | 29q | -2.6%-$62.3K |
| Root Financial Partners, LLC | $2.2M | 13,100 | 0.09% | 9q | +8.6%+$176.4K |
| Vise Technologies, Inc. | $2.0M | 11,505 | 0.02% | 4q | +107.9%+$1.0M |
| Chicago Partners Investment Group LLC | $1.9M | 11,543 | 0.04% | 6q | -2.1%-$42.6K |
| TWO SIGMA INVESTMENTS, LP | $1.5M | 8,600 | 0.00% | 2q | -43.8%-$1.1M |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $1.4M | 8,024 | 0.83% | 16q | -3.4%-$48.0K |
| Caitlin John, LLC | $1.3M | 7,779 | 0.72% | 11q | +45.9%+$416.5K |
| Hobart Private Capital, LLC | $1.0M | 6,034 | 0.18% | 14q | -87.3%-$7.1M |
| D.A. DAVIDSON & CO. | $838.2K | 4,922 | 0.00% | 31q | HELD |
| National Philanthropic Trust | $828.0K | 4,862 | 0.01% | 3q | HELD |
| AE Wealth Management LLC | $745.9K | 4,380 | 0.00% | 3q | -9.4%-$77.8K |
| Kathmere Capital Management, LLC | $740.6K | 4,349 | 0.04% | 12q | HELD |
| Arrowroot Family Office, LLC | $737.1K | 4,329 | 0.21% | 13q | +2.1%+$14.8K |
| GSG Advisors LLC | $733.4K | 4,307 | 0.16% | 12q | HELD |
| WealthCare Investment Partners, LLC | $701.2K | 4,118 | 0.17% | 5q | +21.1%+$122.1K |
| Envestnet Portfolio Solutions, Inc. | $644.2K | 3,783 | 0.00% | 12q | -5.5%-$37.3K |
| Sanctuary Advisors, LLC | $602.2K | 3,537 | 0.00% | 9q | HELD |
| Creative Planning | $588.2K | 3,454 | 0.00% | 11q | HELD |
| NWAM LLC | $570.3K | 3,349 | 0.03% | 8q | HELD |
| Security Financial Services, INC. | $561.2K | 3,296 | 0.08% | 19q | -2.7%-$15.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $543.2K | 3,168 | 0.00% | 12q | +40.1%+$155.5K |
| Kraft, Davis & Associates, LLC | $524.1K | 3,120 | 0.11% | 7q | HELD |
| BIP Wealth, LLC | $523.7K | 3,076 | 0.01% | 3q | -9.6%-$55.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $518.0K | 3,042 | 0.00% | 2q | +100.1%+$259.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $514.6K | 3,022 | 0.00% | 11q | -8.9%-$50.4K |
| ROYAL BANK OF CANADA | $502.0K | 2,947 | 0.00% | 31q | HELD |
| Private Advisor Group, LLC | $478.9K | 2,812 | 0.00% | 16q | -10.7%-$57.6K |
| Cerity Partners LLC | $467.1K | 2,743 | 0.00% | 13q | -0.8%-$3.9K |
| Professional Financial Advisors, LLC | $404.1K | 2,373 | 0.07% | 18q | HELD |
| Walkner Condon Financial Advisors LLC | $402.7K | 2,365 | 0.05% | 19q | HELD |
| Dynamic Advisor Solutions LLC | $372.1K | 2,185 | 0.01% | 4q | +0.6%+$2.2K |
| KINGSWOOD WEALTH ADVISORS, LLC | $340.6K | 2,000 | 0.01% | 8q | HELD |
| JPMORGAN CHASE & CO | $317.0K | 1,871 | 0.00% | 15q | +3.8%+$11.7K |
| Aptus Capital Advisors, LLC | $268.4K | 1,576 | 0.00% | 10q | -10.8%-$32.4K |
| MML INVESTORS SERVICES, LLC | $263.3K | 1,546 | 0.00% | new | NEW |
| MELFA WEALTH MANAGEMENT, INC. | $261.5K | 1,536 | 0.14% | 10q | -6.6%-$18.6K |
| Noble Wealth Partners LLC | $247.0K | 1,451 | 0.21% | new | FIRST |
| Blackston Financial Advisory Group, LLC | $243.3K | 1,429 | 0.14% | 9q | HELD |
| United Advisor Group, LLC | $235.0K | 1,380 | 0.02% | 4q | HELD |
| Quotient Wealth Partners, LLC | $220.5K | 1,295 | 0.01% | 4q | -3.6%-$8.2K |
| Tidemark, LLC | $214.6K | 1,260 | 0.05% | 7q | +353.2%+$167.2K |
| Zhang Financial LLC | $212.4K | 1,247 | 0.01% | 2q | -70.7%-$512.1K |
| Apollon Wealth Management, LLC | $209.3K | 1,229 | 0.00% | 6q | -12.8%-$30.8K |
| Kestra Advisory Services, LLC | $205.8K | 1,208 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $189.4K | 1,112 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $170.3K | 1,000 | 0.00% | 20q | HELD |
| Center for Financial Planning, Inc. | $153.3K | 900 | 0.01% | 26q | HELD |
| IFP Advisors, Inc | $125.3K | 736 | 0.00% | 15q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $108.0K | 634 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $94.9K | 557 | 0.00% | 2q | +4.9%+$4.4K |
| FIRST COMMUNITY TRUST NA | $76.6K | 450 | 0.03% | 8q | HELD |
| Glass Jacobson Investment Advisors llc | $75.3K | 442 | 0.02% | 5q | HELD |
| UBS Group AG | $69.6K | 409 | 0.00% | 15q | +7.3%+$4.8K |
| FIFTH THIRD BANCORP | $66.1K | 388 | 0.00% | 2q | -21.5%-$18.1K |
| MORGAN STANLEY | $57.0K | 335 | 0.00% | 13q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $51.4K | 302 | 0.01% | new | NEW |
| Beaird Harris Wealth Management, LLC | $51.4K | 302 | 0.00% | 19q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $37.1K | 218 | 0.00% | 3q | HELD |
| MATHER GROUP, LLC. | $36.3K | 213 | 0.00% | 2q | HELD |
| SIGNATUREFD, LLC | $35.2K | 207 | 0.00% | 17q | HELD |
| Farther Finance Advisors, LLC | $34.7K | 204 | 0.00% | 8q | HELD |
| BLAIR WILLIAM & CO/IL | $28.9K | 170 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.4K | 161 | 0.00% | 4q | +1.3% |
| SIMPLEX TRADING, LLC | $25.0K | options only | 0.00% | 2q | OPTIONS |
| Horizon Investments, LLC | $22.5K | 132 | 0.00% | 3q | -50.0%-$22.5K |
| Raleigh Capital Management Inc. | $22.0K | 129 | 0.01% | 7q | HELD |
| VANGUARD ADVISERS INC | $19.3K | 113 | 0.00% | 2q | -0.9% |
| City State Bank | $17.0K | 100 | 0.00% | 18q | HELD |
| WELLS FARGO & COMPANY/MN | $13.9K | 82 | 0.00% | 15q | +4000.0%+$13.5K |
| AdvisorNet Financial, Inc | $11.4K | 67 | 0.00% | 6q | HELD |
| Allworth Financial LP | $9.9K | 58 | 0.00% | new | NEW |
| LRI Investments, LLC | $8.5K | 50 | 0.00% | 6q | -18.0%-$1.9K |
| Rockefeller Capital Management L.P. | $7.2K | 42 | 0.00% | 4q | HELD |
| Triumph Capital Management | $6.3K | 37 | 0.00% | 3q | HELD |
| TD Capital Management LLC | $6.1K | 36 | 0.00% | 8q | HELD |
| Capital Advisors, Ltd. LLC | $3.6K | 21,013 | 0.36% | 29q | -4.7% |
| Cambridge Investment Research Advisors, Inc. | $1.4K | 8,278 | 0.00% | 11q | +102.9% |
| Steward Partners Investment Advisory, LLC | $1.2K | 7 | 0.00% | 3q | HELD |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $288 | 1,695 | 0.01% | 6q | -17.6% |
| BlackRock, Inc. | $156 | 1 | 0.00% | 3q | HELD |
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 | 93 | $189.3M | 1,108,217 | 6 | 26 | 23 | 0.0% |
| Q1 2026 | 94 | $155.8M | 1,042,698 | 11 | 22 | 28 | 0.0% |
| Q4 2025 | 89 | $170.0M | 1,106,997 | 12 | 25 | 21 | 0.0% |
| Q3 2025 | 85 | $168.3M | 1,116,437 | 11 | 28 | 21 | 0.0% |
| Q2 2025 | 80 | $160.9M | 1,118,414 | 7 | 26 | 16 | 0.0% |
| Q1 2025 | 76 | $134.7M | 1,007,908 | 5 | 25 | 18 | 0.0% |
| Q4 2024 | 82 | $176.8M | 1,256,079 | 11 | 16 | 19 | 0.0% |
| Q3 2024 | 73 | $149.6M | 1,048,644 | 13 | 22 | 14 | 0.0% |
| Q2 2024 | 65 | $122.8M | 915,644 | 7 | 17 | 20 | 0.0% |
| Q1 2024 | 66 | $123.6M | 902,862 | 12 | 14 | 11 | 0.0% |
| Q4 2023 | 62 | $111.5M | 885,219 | 10 | 14 | 15 | 0.0% |
| Q3 2023 | 52 | $78.2M | 696,241 | 6 | 11 | 13 | 0.0% |
| Q2 2023 | 51 | $79.4M | 695,919 | 7 | 5 | 15 | 0.0% |
| Q1 2023 | 48 | $75.1M | 697,769 | 6 | 15 | 8 | 0.0% |
| Q4 2022 | 43 | $58.2M | 555,973 | 8 | 14 | 5 | 0.0% |
| Q3 2022 | 45 | $67.5M | 708,361 | 8 | 11 | 10 | 0.0% |
| Q2 2022 | 41 | $65.7M | 670,392 | 5 | 15 | 5 | 0.0% |
| Q1 2022 | 40 | $70.5M | 606,506 | 10 | 13 | 9 | 0.0% |
| Q4 2021 | 35 | $61.4M | 486,560 | 11 | 8 | 3 | 0.0% |
| Q3 2021 | 24 | $48.7M | 415,685 | 4 | 6 | 2 | 0.0% |
| Q2 2021 | 23 | $49.3M | 415,022 | 3 | 7 | 3 | 0.0% |
| Q1 2021 | 23 | $35.5M | 316,361 | 7 | 4 | 4 | 0.0% |
| Q4 2020 | 17 | $32.1M | 322,405 | 0 | 6 | 5 | 0.0% |
| Q3 2020 | 18 | $23.2M | 279,445 | 3 | 7 | 3 | 0.0% |
| Q2 2020 | 16 | $21.1M | 268,868 | 6 | 6 | 1 | 0.0% |
| Q1 2020 | 13 | $9.4M | 148,012 | 4 | 3 | 4 | 0.0% |
| Q4 2019 | 11 | $6.9M | 79,459 | 1 | 7 | 1 | 0.0% |
| Q3 2019 | 12 | $4.7M | 59,113 | 1 | 6 | 4 | 0.0% |
| Q2 2019 | 14 | $5.6M | 69,867 | 4 | 3 | 2 | 0.0% |
| Q1 2019 | 12 | $5.1M | 64,493 | 4 | 5 | 1 | 0.0% |
| Q4 2018 | 9 | $2.6M | 37,865 | 0 | 0 | 0 | 0.0% |