Institutional Ownership Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 752,579 shares, which have been reported (via 13F filing form) to have a value of $96.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
3,590
shares
|
$457,401
0.0% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,330
shares
|
$424,275
0.0% of portfolio
|
Q4 2024
Added 76.28%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
3,134
shares
|
$399,302
0.05% of portfolio
|
Q4 2024
Added 41.17%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,700
shares
|
$344,007
0.01% of portfolio
|
Q4 2024
Added 38.32%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,589
shares
|
$329,864
0.02% of portfolio
|
Q4 2024
Added 43.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,154
shares
|
$274,441
0.0% of portfolio
|
Q4 2024
Added 44.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
1,811
shares
|
$230,739
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
1,746
shares
|
$222,457
0.05% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,651
shares
|
$210,353
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,438
shares
|
$183,215
0.0% of portfolio
|
Q4 2024
Added 141.28%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,395
shares
|
$177,736
0.0% of portfolio
|
Q2 2024
Reduced 60.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
766
shares
|
$97,596
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
740
shares
|
$94,283
0.0% of portfolio
|
Q1 2020
Reduced 4.59%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
415
shares
|
$52,875
0.0% of portfolio
|
Q3 2024
Added 66.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
305
shares
|
$38,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
278
shares
|
$35,419
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
274
shares
|
$34,910
0.0% of portfolio
|
Q2 2021
Reduced 79.99%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
100
shares
|
$12,741
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
65
shares
|
$8,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
63
shares
|
$8,026
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|