VFQY institutional holders

VANGUARD WELLINGTON FD · 13F, 2026Q2

Managers holding95
Shares held1,120,548
Reported value$191.4m
Quarter flows7 new, 34 added, 26 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Armbruster Capital Management, Inc.191,754$32.7m4.9%
Foundations Investment Advisors, LLC154,711$26.3m0.3%
Pure Financial Advisors, LLC138,331$23.6m0.3%
Focus Partners Wealth74,972$12.8m0.0%
Genesis Wealth Advisors, LLC60,996$10.4m6.2%
OSAIC HOLDINGS, INC.40,824$7.0m0.0%
LPL Financial LLC36,190$6.2m0.0%
Wealthspire Advisors, LLC34,325$5.8m0.0%
Cannon Wealth Management Services, LLC31,337$5.3m2.9%
Medallion Wealth Advisors, LLC28,760$4.9m1.5%
BEACON FINANCIAL PLANNING, INC25,958$4.4m1.5%
Capital Advisors, Ltd. LLC21,013$3.6m0.4%
RAYMOND JAMES FINANCIAL INC20,861$3.6m0.0%
Royal Fund Management, LLC18,246$3.1m0.3%
Corient Private Wealth LP17,134$2.9m0.0%
BANK OF AMERICA CORP /DE/16,825$2.9m0.0%
Integrated Wealth Concepts LLC11,253$2.5m0.0%
Coastline Trust Co13,860$2.4m0.2%
Root Financial Partners, LLC13,100$2.2m0.1%
Vise Technologies, Inc.11,505$2.0m0.0%
Chicago Partners Investment Group LLC11,543$1.9m0.0%
TWO SIGMA INVESTMENTS, LP8,600$1.5m0.0%
Cambridge Investment Research Advisors, Inc.8,278$1.4m0.0%
INTERACTIVE FINANCIAL ADVISORS, INC.8,024$1.4m0.8%
Caitlin John, LLC7,779$1.3m0.7%

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

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