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 78 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
2,058
shares
|
$267,251
0.22% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,031
shares
|
$263,745
0.03% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
2,028
shares
|
$263,356
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
1,945
shares
|
$252,577
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
1,748
shares
|
$226,995
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,651
shares
|
$214,398
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
951
shares
|
$123,496
0.01% of portfolio
|
Q3 2025
Reduced 51.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
913
shares
|
$118,562
0.0% of portfolio
|
Q3 2025
Reduced 53.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
740
shares
|
$96,096
0.0% of portfolio
|
Q1 2020
Reduced 4.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
526
shares
|
$68,306
0.0% of portfolio
|
Q2 2025
Added 4283.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
482
shares
|
$62,592
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
459
shares
|
$59,605
0.0% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
305
shares
|
$39,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
274
shares
|
$35,581
0.0% of portfolio
|
Q2 2021
Reduced 79.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
274
shares
|
$35,581
0.0% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
270
shares
|
$35,062
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
210
shares
|
$27,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
209
shares
|
$27,140
0.0% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
164
shares
|
$21,297
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
130
shares
|
$16,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
100
shares
|
$12,986
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
67
shares
|
$8,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
65
shares
|
$8,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
63
shares
|
$8,181
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
58
shares
|
$7,531
0.0% of portfolio
|
Q3 2025
New holding
|
|