VFMV institutional holders

VANGUARD WELLINGTON FD · 13F, 2026Q2

Managers holding87
Shares held1,329,414
Reported value$185.4m
Quarter flows17 new, 35 added, 17 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ANDERSON HOAGLAND & CO178,856$24.9m2.0%
Foundations Investment Advisors, LLC174,905$24.4m0.3%
LPL Financial LLC128,559$17.9m0.0%
UBS Group AG65,433$9.1m0.0%
Equitable Holdings, Inc.61,327$8.5m0.1%
NewEdge Advisors, LLC60,163$8.4m0.0%
UMB Bank, n.a.42,283$5.9m0.1%
TITLEIST ASSET MANAGEMENT, LLC41,234$5.7m0.4%
Cambridge Investment Research Advisors, Inc.40,020$5.6m0.0%
Sculati Wealth Management, LLC34,373$4.9m1.6%
Sequoia Financial Advisors, LLC34,945$4.9m0.0%
SMITH, MOORE & CO.34,380$4.8m0.3%
CREATIVE FINANCIAL DESIGNS INC /ADV29,807$4.2m0.2%
Kestra Advisory Services, LLC29,192$4.1m0.0%
Cetera Investment Advisers28,209$3.9m0.0%
TWO SIGMA INVESTMENTS, LP23,000$3.2m0.0%
Capital Analysts, LLC22,575$3.1m0.1%
ENVESTNET ASSET MANAGEMENT INC21,573$3.0m0.0%
Cornerstone Planning, LLC19,272$2.7m0.6%
Advisory Services Network, LLC18,659$2.6m0.0%
Independence Asset Advisors, LLC18,541$2.6m0.7%
Pathstone Holdings, LLC10,984$1.5m0.0%
ROYAL BANK OF CANADA10,845$1.5m0.0%
MML INVESTORS SERVICES, LLC10,822$1.5m0.0%
Glass Jacobson Investment Advisors llc10,291$1.4m0.4%

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

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