VANGUARD WELLINGTON FUND - VFMF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDERSON HOAGLAND & CO | History | Added to | 300,654 | 45,315 | 3.9% | 3.86% | 1 | +2,288 | 0.77% | Q4 2025 | Jan 05, 2026 |
| Storen Legacy Partners, LLC | History | New | 201,533 | 30,375 | 9.53% | — | 2 | +201,533 | New | Q4 2025 | Mar 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 143,430 | 21,618 | 0.01% | 0.01% | 3 | -32,092 | -18.28% | Q4 2025 | Feb 10, 2026 |
| Opus Capital Group, LLC | History | Added to | 105,395 | 15,885 | 1.72% | 1.69% | 4 | +916 | 0.88% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 73,149 | 11,025 | 0.03% | 0.02% | 5 | +10,555 | 16.86% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 67,490 | 10,172 | 0.0% | 0.0% | 6 | +8,323 | 14.07% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 55,003 | 8,290 | 0.11% | 0.11% | 7 | +1,074 | 1.99% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 44,538 | 6,712 | 0.0% | 0.0% | 8 | +4,951 | 12.51% | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 42,641 | 6,426 | 0.16% | 0.15% | 9 | +844 | 2.02% | Q4 2025 | Jan 28, 2026 |
| Rooted Wealth Advisors, Inc. | History | New | 36,451 | 5,873 | 1.65% | — | 10 | +36,451 | New | Q4 2025 | Feb 09, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 36,207 | 5,457 | 0.79% | 0.61% | 11 | +7,178 | 24.73% | Q4 2025 | Feb 06, 2026 |
| Partners in Financial Planning | History | Reduced | 19,646 | 2,961 | 0.5% | 0.5% | 12 | -271 | -1.36% | Q4 2025 | Feb 02, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 17,461 | 2,631 | 0.37% | 0.39% | 13 | +238 | 1.38% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 17,431 | 2,627 | 0.0% | 0.0% | 14 | +551 | 3.26% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 15,856 | 2,390 | 0.0% | — | 15 | +15,856 | New | Q4 2025 | Feb 17, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 15,623 | 2,354 | 0.3% | 0.42% | 16 | -5,435 | -25.81% | Q4 2025 | Jan 15, 2026 |
| TFB Advisors LLC | History | Added to | 14,973 | 2,256 | 0.63% | 0.56% | 17 | +1,528 | 11.36% | Q4 2025 | Feb 13, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 14,116 | 2,127 | 1.36% | 1.14% | 18 | +2,057 | 17.06% | Q4 2025 | Feb 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 13,546 | 2,041 | 0.1% | 0.11% | 19 | -1,803 | -11.75% | Q4 2025 | Jan 23, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 12,757 | 1,922 | 0.95% | 1.04% | 20 | -415 | -3.15% | Q4 2025 | Jan 30, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 12,330 | 1,858 | 0.2% | 0.2% | 21 | -359 | -2.83% | Q4 2025 | Feb 18, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 11,506 | 1,734 | 0.03% | 0.43% | 22 | -137,761 | -92.29% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,814 | 1,629 | 0.0% | 0.0% | 23 | +1,320 | 13.9% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,290 | 1,400 | 0.0% | 0.0% | 24 | +1,291 | 16.14% | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 8,408 | 1,267 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 8,302 | 1,251 | 0.18% | — | 26 | +8,302 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 8,117 | 1,223 | 0.0% | 0.0% | 27 | +297 | 3.8% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,905 | 1,191 | 0.0% | 0.0% | 28 | +469 | 6.31% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,637 | 1,151 | 0.0% | 0.0% | 29 | +1,118 | 17.15% | Q4 2025 | Feb 13, 2026 |
| Seed Wealth Management, Inc. | History | No change | 6,650 | 1,002 | 0.69% | 0.66% | 30 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clark Asset Management, LLC | History | Added to | 6,338 | 955 | 0.1% | 0.11% | 31 | +40 | 0.64% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 6,298 | 949 | 0.01% | 0.02% | 32 | -3,457 | -35.44% | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,126 | 923 | 0.02% | 0.02% | 33 | -729 | -10.63% | Q4 2025 | Jan 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 6,112 | 921 | 0.02% | 0.02% | 34 | +24 | 0.39% | Q4 2025 | Feb 06, 2026 |
| RHS Financial, LLC | History | Added to | 5,687 | 857 | 0.42% | 0.35% | 35 | +1,016 | 21.75% | Q4 2025 | Jan 16, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 5,314 | 800 | 0.12% | 0.05% | 36 | +3,158 | 146.47% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 4,628 | 697 | 0.0% | — | 37 | +4,628 | New | Q4 2025 | Feb 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 4,384 | 660 | 0.18% | 0.17% | 38 | -27 | -0.61% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 3,808 | 574 | 0.08% | 0.08% | 39 | -69 | -1.78% | Q4 2025 | Jan 29, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,970 | 447 | 0.0% | — | 40 | +2,970 | New | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 2,846 | 428 | 0.0% | — | 41 | +2,846 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,747 | 414 | 0.0% | 0.0% | 42 | -973 | -26.16% | Q4 2025 | Feb 12, 2026 |
| Benson Investment Management Company, Inc. | History | No change | 2,729 | 411 | 0.14% | 0.13% | 43 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 2,601 | 392 | 0.02% | 0.02% | 44 | +52 | 2.04% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,599 | 391 | 0.01% | 0.01% | 45 | +137 | 5.56% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,228 | 335 | 0.0% | — | 47 | +2,228 | New | Q4 2025 | Feb 13, 2026 |
| First Citizens Financial Corp | History | Reduced | 2,227 | 335 | 0.17% | 0.16% | 46 | -6 | -0.27% | Q4 2025 | Jan 06, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 2,150 | 324 | 0.18% | 0.17% | 48 | -33 | -1.51% | Q4 2025 | Jan 16, 2026 |
| COWA, LLC | History | Reduced | 2,096 | 315 | 0.1% | 0.11% | 49 | -277 | -11.67% | Q4 2025 | Feb 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 1,984 | 299 | 0.01% | 0.01% | 50 | +98 | 5.2% | Q4 2025 | Jan 09, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 1,818 | 274 | 0.05% | 0.04% | 51 | +219 | 13.7% | Q4 2025 | Feb 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 1,759 | 265 | 0.06% | 0.06% | 52 | -244 | -12.18% | Q4 2025 | Feb 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 1,737 | 261 | 0.02% | 0.02% | 53 | +94 | 5.72% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,721 | 259 | 0.0% | 0.0% | 54 | -234 | -11.97% | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,614 | 243 | 0.0% | 0.0% | 55 | +193 | 13.58% | Q4 2025 | Feb 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,618 | 243 | 0.21% | 0.2% | 56 | +80 | 5.2% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Reduced | 1,525 | 229 | 0.0% | 0.0% | 57 | -60 | -3.79% | Q4 2025 | Mar 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 1,489 | 224 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Coquina Private Wealth LLC | History | New | 1,404 | 211 | 0.17% | — | 59 | +1,404 | New | Q4 2025 | Jan 29, 2026 |
| Essex Financial Services, Inc. | History | New | 1,362 | 205 | 0.01% | — | 60 | +1,362 | New | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 1,344 | 202 | 0.0% | — | 61 | +1,344 | New | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,272 | 191 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | Added to | 1,123 | 169 | 0.01% | 0.01% | 63 | +11 | 0.99% | Q4 2025 | Feb 04, 2026 |
| TFC Financial Management, Inc. | History | No change | 979 | 147 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bogart Wealth, LLC | History | No change | 500 | 75 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 300 | 45 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tidemark, LLC | History | No change | 289 | 43 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JNBA Financial Advisors | History | Added to | 231 | 34 | 0.0% | 0.0% | 68 | +1 | 0.43% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 215 | 32 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 212 | 31 | 0.01% | 0.01% | 70 | +1 | 0.47% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Added to | 204 | 30 | 0.0% | 0.0% | 72 | +1 | 0.49% | Q4 2025 | Feb 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 201 | 30 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 150 | 22 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 102 | 15 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 15 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 94 | 14 | 0.01% | — | 76 | +94 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | New | 21 | 3 | 0.0% | — | 77 | +21 | New | Q4 2025 | Mar 16, 2026 |
| MORGAN STANLEY | History | Reduced | 8 | 1 | 0.0% | 0.0% | 78 | -1 | -11.11% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 9 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -886 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -442 | -100.0% | Q3 2025 | Nov 06, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -386 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |