HolderBook

VANGUARD WELLINGTON FD (VFVA)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

90
Reporting holders
$373.3M
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

FilerValueShares Their book Held Change
VANTAGEPOINT INVESTMENT ADVISERS LLC$77.9M524,6770.58%4q+5.1%+$3.8M
Armbruster Capital Management, Inc.$64.1M431,7819.55%28qHELD
Equitable Holdings, Inc.$36.6M246,3170.22%6q+14.3%+$4.6M
ANDERSON HOAGLAND & CO$36.2M243,8522.84%23q-1.8%-$679.7K
BURRUS FINANCIAL SERVICES, INC.$28.9M195,00212.57%18q-1.7%-$515.5K
MENORA MIVTACHIM HOLDINGS LTD.$13.9M93,3390.05%6qHELD
BANK OF AMERICA CORP /DE/$11.4M77,1210.00%9q+5.7%+$613.6K
RWA WEALTH PARTNERS, LLC$10.8M72,6910.10%17q-5.2%-$594.8K
LPL Financial LLC$10.5M70,5640.00%23q+5.3%+$524.6K
UMB Bank, n.a.$7.3M48,8980.09%19q-2.8%-$209.1K
Capital Advisors Wealth Management, LLC$6.3M42,6960.74%4q+1.0%+$63.4K
RAYMOND JAMES FINANCIAL INC$4.9M33,2770.00%7q-1.5%-$76.0K
EP Wealth Advisors, LLC$4.9M32,8060.02%17q-2.2%-$112.1K
Lebenthal Global Advisors, LLC$4.6M31,0830.62%7qHELD
Sequoia Financial Advisors, LLC$3.9M26,3600.02%7qHELD
ROYAL BANK OF CANADA$3.5M23,2830.00%26q+22.6%+$636.9K
OSAIC HOLDINGS, INC.$3.4M23,0480.00%26q-6.3%-$230.5K
Savant Capital, LLC$2.3M16,3780.01%4q+87.2%+$1.1M
TWO SIGMA INVESTMENTS, LP$2.1M14,1000.00%4q+72.0%+$875.7K
Cerity Partners LLC$2.0M13,7080.00%23q-6.1%-$132.9K
Sovereign Financial Group, Inc.$1.9M12,7410.29%22q-4.3%-$84.0K
Compass Advisory Group LLC$1.7M11,2330.40%17qHELD
BROWN ADVISORY INC$1.6M10,7840.00%9q-25.1%-$537.6K
Corient Private Wealth LP$1.6M10,5800.00%newNEW
Seven Bridges Advisors LLC$1.5M10,1150.72%newFIRST
UBS Group AG$1.5M10,0920.00%17q+2.1%+$30.3K
Long Island Wealth Management, Inc.$1.5M9,8790.61%11q+14.7%+$188.4K
WHITTIER TRUST CO$1.4M9,0910.01%15qHELD
Visionary Wealth Advisors$1.3M9,0930.05%22q-2.2%-$29.8K
MERCER GLOBAL ADVISORS INC /ADV$1.3M8,9940.00%13q+100.8%+$670.2K
COMMONWEALTH EQUITY SERVICES, LLC$1.3M8,9510.00%15q-31.9%-$623.0K
CoreFirst Bank & Trust$1.3M8,8390.65%10q-17.2%-$271.6K
Keystone Financial Group$1.3M8,8150.08%8q+0.8%+$10.5K
Hara Capital LLC$1.3M8,5750.67%11q+12.7%+$143.1K
Kathmere Capital Management, LLC$1.1M7,5080.06%13qHELD
Rockingstone Advisors LLC$1.1M7,1870.43%15qHELD
BANK OF MONTREAL /CAN/$1.0M7,0020.00%8q-1.2%-$12.6K
STIFEL FINANCIAL CORP$935.4K6,3020.00%newNEW
Mariner, LLC$891.4K6,0060.00%10qHELD
D.A. DAVIDSON & CO.$829.0K5,5850.00%31qHELD
Financial Engines Advisors L.L.C.$806.4K5,4330.00%9q-0.9%-$7.1K
Financial Partners Group, Inc$776.5K5,2320.08%17qHELD
Stonehearth Capital Management, LLC$759.4K5,1160.26%5q-18.4%-$171.0K
Essex Financial Services, Inc.$656.8K4,4250.03%8q+0.9%+$5.8K
Private Advisor Group, LLC$601.1K4,0500.00%15qHELD
Quantinno Capital Management LP$597.0K4,0220.00%3q+82.9%+$270.6K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$594.8K3,9250.00%12q+150.3%+$357.2K
Integrated Wealth Concepts LLC$543.0K2,3480.00%4q-5.1%-$29.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$463.0K3,1190.01%7qHELD
Sanctuary Advisors, LLC$451.7K3,0430.00%3qHELD
CIBC WORLD MARKET INC.$400.8K2,7000.00%2qHELD
Smart Money Group LLC$378.8K2,5520.10%15q+1.6%+$6.1K
Orion Porfolio Solutions, LLC$359.1K2,4190.00%25q-12.5%-$51.5K
MELFA WEALTH MANAGEMENT, INC.$312.4K2,1040.17%11q-4.5%-$14.5K
Werba Rubin Papier Wealth Management$307.0K2,0680.04%3qHELD
MOSAIC FAMILY WEALTH PARTNERS, LLC$292.8K1,9720.02%15q-1.4%-$4.3K
Exit Wealth Advisors, LLC.$265.3K1,7870.12%4qHELD
MOTIVE WEALTH ADVISORS$262.4K1,7680.11%10qHELD
World Investment Advisors$239.6K1,7800.00%11q-4.7%-$11.8K
Leonard Rickey Investment Advisors P.L.L.C.$235.3K1,5850.04%4qHELD
ATLAS CAPITAL ADVISORS INC.$230.7K1,6300.01%22q+100.0%+$115.3K
Daviman Financial, LLC$229.8K1,5480.13%3qHELD
LAM GROUP, INC.$214.5K1,4450.11%2qHELD
ENVESTNET ASSET MANAGEMENT INC$204.1K1,3750.00%newNEW
Summit Financial, LLC$203.6K1,3720.00%newNEW
NATIONAL BANK OF CANADA /FI/$155.1K1,0450.00%15q-7.2%-$12.0K
MANNING & NAPIER ADVISORS LLC$140.4K9460.00%4qHELD
MORGAN STANLEY$128.5K8660.00%17q-11.2%-$16.2K
JPMORGAN CHASE & CO$105.5K7070.00%2q-58.8%-$150.4K
Pacific Center for Financial Services$82.3K5540.02%17qHELD
VANGUARD ADVISERS INC$64.1K4320.00%2qHELD
INVESTMENT COUNSEL CO OF NEVADA$50.9K3430.10%newNEW
HARBOUR INVESTMENTS, INC.$50.5K3400.00%2qHELD
True Wealth Design, LLC$46.3K3120.01%15qHELD
WELLS FARGO & COMPANY/MN$31.2K2100.00%15q+10400.0%+$30.9K
Glass Jacobson Investment Advisors llc$30.4K2040.01%11q+9.7%+$2.7K
US BANCORP \DE\$26.0K1750.00%4qHELD
Steward Partners Investment Advisory, LLC$26.0K1750.00%newNEW
PRIVATE TRUST CO NA$22.3K1500.00%14qHELD
Farther Finance Advisors, LLC$15.9K1070.00%7qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$15.0K1000.00%3qHELD
SHP Wealth Management$14.8K1000.00%3qHELD
TD Waterhouse Canada Inc.$10.4K700.00%6qHELD
Global Retirement Partners, LLC$9.6K650.00%9qHELD
IFP Advisors, Inc$5.5K370.00%newNEW
DHJJ Financial Advisors, Ltd.$4.2K280.00%12qHELD
Cambridge Investment Research Advisors, Inc.$2.9K19,6540.00%13q+90.7%+$1.4K
Triumph Capital Management$1.5K100.00%3qHELD
Central Pacific Bank - Trust Division$89160.00%10qHELD
Abound Wealth Management$44630.00%newNEW
CENTAURUS FINANCIAL, INC.$3472,3370.01%10q-52.2%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14810.00%4q-97.8%-$6.7K
CX Institutional$9630.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202690$373.3M2,514,157820250.0%
Q1 202691$335.7M2,496,615924230.0%
Q4 202592$331.4M2,511,3831023260.0%
Q3 202586$361.5M2,834,2061316300.0%
Q2 202584$229.9M1,958,999524260.0%
Q1 202590$276.3M2,461,040720320.0%
Q4 202491$283.6M2,385,6181021240.0%
Q3 202481$278.7M2,312,5731017350.0%
Q2 202479$269.0M2,379,540915270.0%
Q1 202479$283.1M2,383,7871024240.0%
Q4 202373$255.8M2,278,7101015210.0%
Q3 202367$250.4M2,502,103814290.0%
Q2 202363$276.8M3,201,567221230.0%
Q1 202369$316.8M3,325,097518240.0%
Q4 202270$300.1M3,029,0781525120.0%
Q3 202263$365.4M4,235,237626190.0%
Q2 202272$419.3M4,613,7261920170.0%
Q1 202266$336.0M3,184,8401923140.0%
Q4 202153$253.8M2,452,85763050.0%
Q3 202149$197.3M2,020,450621100.0%
Q2 202150$219.0M2,242,920142330.0%
Q1 202138$167.6M1,773,80315960.0%
Q4 202027$97.4M1,247,2357470.0%
Q3 202017$53.3M863,5682440.0%
Q2 202018$46.7M788,8607530.0%
Q1 202017$21.0M443,7345320.0%
Q4 201918$5.7M72,2793420.0%
Q3 201914$5.5M75,5962330.0%
Q2 201917$7.5M102,8024550.0%
Q1 201914$8.1M111,6446230.0%
Q4 20188$7.3M113,6830000.0%