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 |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
176,868
shares
|
$23 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
144,298
shares
|
$18.7 Million
0.3% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
105,931
shares
|
$13.8 Million
0.0% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
74,495
shares
|
$9.67 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
72,404
shares
|
$9.4 Million
5.07% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
70,658
shares
|
$9.18 Million
0.05% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
61,835
shares
|
$8.03 Million
0.0% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
42,735
shares
|
$5.55 Million
0.04% of portfolio
|
Q3 2025
Added 26.15%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
40,768
shares
|
$5.29 Million
3.27% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
34,230
shares
|
$4.45 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
32,748
shares
|
$4.25 Million
0.38% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
29,972
shares
|
$3.89 Million
1.4% of portfolio
|
Q3 2025
Added 40.3%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
28,856
shares
|
$3.75 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
27,655
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
25,497
shares
|
$3.31 Million
0.24% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Nov 03, 2025 Q3 2025 |
21,003
shares
|
$2.73 Million
1.17% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
18,057
shares
|
$2.34 Million
0.2% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
17,762
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
Added 398.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,659
shares
|
$2.16 Million
0.02% of portfolio
|
Q1 2025
Added 97.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
15,573
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
14,649
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2025
Added 1795.08%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,500
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2022
Added 15.89%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,700
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.01%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
11,378
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,296
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 25.14%
|
|