VFMF institutional holders

VANGUARD WELLINGTON FD · 13F, 2026Q2

Managers holding105
Shares held1,854,227
Reported value$327.9m
Quarter flows22 new, 44 added, 21 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ANDERSON HOAGLAND & CO302,472$53.5m4.2%
Cambridge Investment Research Advisors, Inc.173,624$30.7m0.0%
Systelligence, LLC160,678$28.4m4.7%
ENVESTNET ASSET MANAGEMENT INC148,790$26.3m0.0%
LPL Financial LLC124,650$22.1m0.0%
Opus Capital Group, LLC107,138$19.0m1.8%
UMB Bank, n.a.66,037$11.7m0.1%
RAYMOND JAMES FINANCIAL INC58,773$10.4m0.0%
Storen Legacy Partners, LLC57,126$10.1m2.8%
Rooted Wealth Advisors, Inc.54,569$9.7m2.4%
Geneos Wealth Management Inc.44,273$7.8m0.2%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC43,048$7.6m1.0%
ADVISORTRUST PARTNERS, LLC34,070$6.0m2.1%
OSAIC HOLDINGS, INC.27,724$4.9m0.0%
ROYAL BANK OF CANADA20,972$3.7m0.0%
COMMONWEALTH EQUITY SERVICES, LLC20,611$3.6m0.0%
BARNES PETTEY FINANCIAL ADVISORS, LLC20,336$3.6m1.1%
Partners in Financial Planning19,325$3.4m0.5%
TFB Advisors LLC19,206$3.4m1.5%
TWO SIGMA INVESTMENTS, LP16,900$3.0m0.0%
Cedar Point Capital Partners, LLC15,926$2.8m1.6%
Walkner Condon Financial Advisors LLC15,363$2.7m0.3%
MGO ONE SEVEN LLC15,169$2.7m0.0%
VICTORY FINANCIAL GROUP, LLC15,156$2.7m0.3%
Equitable Holdings, Inc.12,889$2.3m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("VFMF"). VFMF price history · All 13F data

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