VANGUARD WELLINGTON FUND - VFMF

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$313M
QoQ value delta ($000)
+$2K (+0.0%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
1,770,302
QoQ shares delta
0 (0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (VFMF)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
ANDERSON HOAGLAND & CO 53,528 302,472 4.2%
Systelligence, LLC 28,435 160,678 4.75%
ENVESTNET ASSET MANAGEMENT INC 26,331 148,790 0.01%
LPL Financial LLC 22,059 124,650 0.0%
Opus Capital Group, LLC 18,960 107,138 1.84%
Cambridge Investment Research Advisors, Inc. 15,363 86,812 0.04%
UMB Bank, n.a. 11,686 66,037 0.15%
RAYMOND JAMES FINANCIAL INC 10,401 58,773 0.0%
Storen Legacy Partners, LLC 10,109 57,126 2.76%
Rooted Wealth Advisors, Inc. 9,657 54,569 2.36%
Geneos Wealth Management Inc. 7,835 44,273 0.16%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 7,618 43,048 0.96%
ADVISORTRUST PARTNERS, LLC 6,029 34,070 2.06%
OSAIC HOLDINGS, INC. 4,906 27,724 0.01%
ROYAL BANK OF CANADA 3,712 20,972 0.0%
COMMONWEALTH EQUITY SERVICES, LLC 3,647 20,611 0.0%
BARNES PETTEY FINANCIAL ADVISORS, LLC 3,598 20,336 1.13%
Partners in Financial Planning 3,419 19,325 0.52%
TFB Advisors LLC 3,398 19,206 1.5%
TWO SIGMA INVESTMENTS, LP 2,990 16,900 0.0%
Cedar Point Capital Partners, LLC 2,818 15,926 1.62%
Walkner Condon Financial Advisors LLC 2,718 15,363 0.31%
MGO ONE SEVEN LLC 2,684 15,169 0.04%
VICTORY FINANCIAL GROUP, LLC 2,682 15,156 0.28%
Equitable Holdings, Inc. 2,281 12,889 0.01%