VANGUARD WELLINGTON FUND - VFMV

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$198.5M
QoQ value delta ($000)
+$46.56M (+30.65%)
Implied price effect (QoQ)
+2.08%
Shares
Total shares
1,491,311
QoQ shares delta
+326,044 (+27.98%)
Total shares held by funds (by quarter)

Market chart (VFMV)

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Top holders (Q1 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
WELLS FARGO & COMPANY/MN 26,661 200,114 0.01%
ANDERSON HOAGLAND & CO 24,442 183,460 2.1%
FOUNDATIONS INVESTMENT ADVISORS, LLC 21,747 163,235 0.27%
RFP Financial Group LLC 16,615 124,716 9.03%
LPL Financial LLC 11,945 89,657 0.0%
UBS Group AG 8,713 65,405 0.0%
Equitable Holdings, Inc. 7,080 54,307 0.05%
Sequoia Financial Advisors, LLC 6,453 48,437 0.04%
UMB Bank, n.a. 5,689 42,703 0.08%
TITLEIST ASSET MANAGEMENT, LLC 5,385 40,419 0.41%
SMITH, MOORE & CO. 4,535 34,041 0.33%
Sculati Wealth Management, LLC 4,446 33,372 1.64%
CREATIVE FINANCIAL DESIGNS INC /ADV 4,003 30,053 0.24%
Kestra Advisory Services, LLC 3,870 29,054 0.01%
TWO SIGMA INVESTMENTS, LP 3,424 25,700 0.0%
Cetera Investment Advisers 2,931 22,006 0.0%
Capital Analysts, LLC 2,735 20,532 0.07%
Cambridge Investment Research Advisors, Inc. 2,570 19,292 0.01%
Cornerstone Planning, LLC 2,563 19,232 0.58%
Independence Asset Advisors, LLC 2,470 18,541 0.89%
ENVESTNET ASSET MANAGEMENT INC 2,288 17,180 0.0%
Advisory Services Network, LLC 2,067 15,519 0.03%
Savvy Advisors, Inc. 1,842 13,829 0.05%
Pathstone Holdings, LLC 1,486 11,161 0.01%
ROYAL BANK OF CANADA 1,446 10,852 0.0%