VFVA institutional holders

VANGUARD WELLINGTON FD · 13F, 2026Q2

Managers holding93
Shares held2,525,670
Reported value$375.0m
Quarter flows11 new, 29 added, 28 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
VANTAGEPOINT INVESTMENT ADVISERS LLC524,677$77.9m0.6%
Armbruster Capital Management, Inc.431,781$64.1m9.6%
Equitable Holdings, Inc.246,317$36.6m0.2%
ANDERSON HOAGLAND & CO243,852$36.2m2.8%
BURRUS FINANCIAL SERVICES, INC.195,002$28.9m12.6%
MENORA MIVTACHIM HOLDINGS LTD.93,339$13.9m0.1%
BANK OF AMERICA CORP /DE/77,121$11.4m0.0%
RWA WEALTH PARTNERS, LLC72,691$10.8m0.1%
LPL Financial LLC70,564$10.5m0.0%
UMB Bank, n.a.48,898$7.3m0.1%
Capital Advisors Wealth Management, LLC42,696$6.3m0.7%
RAYMOND JAMES FINANCIAL INC33,277$4.9m0.0%
EP Wealth Advisors, LLC32,806$4.9m0.0%
Lebenthal Global Advisors, LLC31,083$4.6m0.6%
Sequoia Financial Advisors, LLC26,360$3.9m0.0%
ROYAL BANK OF CANADA23,283$3.5m0.0%
OSAIC HOLDINGS, INC.23,048$3.4m0.0%
Cambridge Investment Research Advisors, Inc.19,654$2.9m0.0%
Savant Capital, LLC16,378$2.3m0.0%
TWO SIGMA INVESTMENTS, LP14,100$2.1m0.0%
Cerity Partners LLC13,708$2.0m0.0%
Sovereign Financial Group, Inc.12,741$1.9m0.3%
Compass Advisory Group LLC11,233$1.7m0.4%
BROWN ADVISORY INC10,784$1.6m0.0%
Seven Bridges Advisors LLC10,115$1.5m0.7%

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

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