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 79 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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
10,871
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
9,904
shares
|
$1.29 Million
0.47% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
9,364
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
9,194
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
8,999
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
8,867
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,196
shares
|
$934,472
0.0% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,695
shares
|
$739,552
0.1% of portfolio
|
Q4 2022
Added 7.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
5,577
shares
|
$724,229
0.0% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,556
shares
|
$721,502
0.15% of portfolio
|
Q2 2025
Added 555500.0%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
5,235
shares
|
$679,817
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,111
shares
|
$663,714
0.0% of portfolio
|
Q3 2025
Added 79.14%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,285
shares
|
$556,450
0.09% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,066
shares
|
$528,010
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
3,590
shares
|
$466,197
0.0% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,319
shares
|
$431,005
0.01% of portfolio
|
Q3 2025
Added 68.05%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,265
shares
|
$423,992
0.01% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,144
shares
|
$408,279
0.01% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
3,090
shares
|
$401,267
0.28% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
3,055
shares
|
$396,722
0.41% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,051
shares
|
$396,202
0.0% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,938
shares
|
$381,528
0.02% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
2,767
shares
|
$359,322
0.03% of portfolio
|
Q3 2025
Added 71.23%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
2,548
shares
|
$330,883
0.2% of portfolio
|
Q3 2025
Added 57.67%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
2,542
shares
|
$330,104
0.0% of portfolio
|
Q3 2025
New holding
|
|