# VANGUARD WELLINGTON FD (VFVA)

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

- Reporting holders: 4
- Reported value: $7.9M
- 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 |
|---|---|---|---|---|
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $6.5M | 43,092 | 0.7% | 5 |
| [Seven Bridges Advisors LLC](https://holderbook.com/funds/1632929-seven-bridges-advisors-llc/) | $1.4M | 9,144 | 0.6% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $16.3K | 108 | 0.0% | 8 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $1.5K | 10 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $9 | 63 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $7.9M |
| Q2 2026 | 94 | $377.4M |
| Q1 2026 | 93 | $337.7M |
| Q4 2025 | 94 | $333.8M |
| Q3 2025 | 89 | $364.7M |
| Q2 2025 | 88 | $233.5M |
| Q1 2025 | 94 | $279.0M |
| Q4 2024 | 94 | $286.3M |
| Q3 2024 | 84 | $280.9M |
| Q2 2024 | 85 | $292.3M |
| Q1 2024 | 84 | $306.6M |
| Q4 2023 | 77 | $279.4M |