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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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$241.1M
QoQ value delta ($000)
+$23.65M (+10.88%)
Implied price effect (QoQ)
+2.94%
Shares
Total shares
1,551,298
QoQ shares delta
+111,037 (+7.71%)
Total shares held by funds (by quarter)

Market chart (VFMF)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 94 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 47,754 307,946 4.11%
ENVESTNET ASSET MANAGEMENT INC 25,639 165,335 0.01%
Systelligence, LLC 16,740 107,954 3.25%
Opus Capital Group, LLC 16,444 106,039 1.77%
LPL Financial LLC 12,614 81,342 0.0%
Cambridge Investment Research Advisors, Inc. 11,971 77,198 0.03%
UMB Bank, n.a. 10,370 66,873 0.14%
Storen Legacy Partners, LLC 9,103 58,705 2.85%
RAYMOND JAMES FINANCIAL INC 8,632 55,666 0.0%
Rooted Wealth Advisors, Inc. 7,808 46,955 2.06%
Geneos Wealth Management Inc. 6,785 43,757 0.16%
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 6,192 39,930 0.9%
OSAIC HOLDINGS, INC. 3,074 19,827 0.0%
Partners in Financial Planning 2,997 19,332 0.5%
TFB Advisors LLC 2,751 17,741 1.44%
COMMONWEALTH EQUITY SERVICES, LLC 2,582 16,653 0.0%
ROYAL BANK OF CANADA 2,568 16,559 0.0%
Walkner Condon Financial Advisors LLC 2,471 15,936 0.33%
Cedar Point Capital Partners, LLC 2,402 15,495 1.56%
VICTORY FINANCIAL GROUP, LLC 2,380 15,353 0.29%
BARNES PETTEY FINANCIAL ADVISORS, LLC 2,322 14,977 1.01%
MGO ONE SEVEN LLC 2,259 14,570 0.05%
RESOLUTE WEALTH ADVISOR, INC. 2,199 14,185 1.25%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,102 13,558 0.1%
Onyx Bridge Wealth Group LLC 1,914 12,345 0.21%