VFMO institutional holders

VANGUARD WELLINGTON FD · 13F, 2026Q2

Managers holding195
Shares held3,695,786
Reported value$921.6m
Quarter flows40 new, 81 added, 39 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
RITHOLTZ WEALTH MANAGEMENT737,643$184.0m2.7%
Strategic Financial Services, Inc.273,656$68.3m3.0%
LPL Financial LLC171,600$42.8m0.0%
GREAT VALLEY ADVISOR GROUP, INC.165,303$41.2m0.7%
RAYMOND JAMES FINANCIAL INC156,997$39.2m0.0%
DAVIDSON INVESTMENT ADVISORS156,341$39.0m1.6%
Cambridge Investment Research Advisors, Inc.121,540$30.3m0.0%
ANDERSON HOAGLAND & CO109,865$27.4m2.1%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management104,019$26.0m0.4%
Cetera Investment Advisers99,597$24.9m0.0%
Systelligence, LLC93,485$23.3m3.9%
ENVESTNET ASSET MANAGEMENT INC84,133$21.0m0.0%
TWO SIGMA INVESTMENTS, LP65,700$16.4m0.0%
BANK OF AMERICA CORP /DE/61,024$15.2m0.0%
UBS Group AG57,661$14.4m0.0%
WIN ADVISORS, INC53,521$13.4m4.8%
Financial Partners Group, Inc53,315$13.3m1.4%
CABOT WEALTH MANAGEMENT INC50,284$12.5m1.3%
Armbruster Capital Management, Inc.47,516$11.9m1.8%
&PARTNERS40,952$10.2m0.0%
NewEdge Advisors, LLC40,946$10.2m0.0%
OPPENHEIMER & CO INC40,457$10.1m0.1%
Mariner, LLC39,420$9.8m0.0%
BUILDER INVESTMENT GROUP INC /ADV33,690$8.4m1.7%
Hobart Private Capital, LLC32,338$8.1m1.4%

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

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