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 | 307,946 | 47,754 | 4.11% | 3.9% | 1 | +7,292 | 2.43% | Q1 2026 | Apr 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 165,335 | 25,639 | 0.01% | 0.01% | 2 | +21,905 | 15.27% | Q1 2026 | May 04, 2026 |
| Systelligence, LLC | History | New | 107,954 | 16,740 | 3.25% | — | 3 | +107,954 | New | Q1 2026 | Apr 21, 2026 |
| Opus Capital Group, LLC | History | Added to | 106,039 | 16,444 | 1.77% | 1.72% | 4 | +644 | 0.61% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 81,342 | 12,614 | 0.0% | 0.0% | 5 | +13,852 | 20.52% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 77,198 | 11,971 | 0.03% | 0.03% | 6 | +4,049 | 5.54% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Added to | 66,873 | 10,370 | 0.14% | 0.11% | 7 | +11,870 | 21.58% | Q1 2026 | May 11, 2026 |
| Storen Legacy Partners, LLC | History | Reduced | 58,705 | 9,103 | 2.85% | 9.53% | 8 | -142,828 | -70.87% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 55,666 | 8,632 | 0.0% | 0.0% | 9 | +11,128 | 24.99% | Q1 2026 | May 14, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 46,955 | 7,808 | 2.06% | 1.65% | 10 | +10,504 | 28.82% | Q1 2026 | Apr 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 43,757 | 6,785 | 0.16% | 0.16% | 11 | +1,116 | 2.62% | Q1 2026 | May 04, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 39,930 | 6,192 | 0.9% | 0.79% | 12 | +3,723 | 10.28% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,827 | 3,074 | 0.0% | 0.0% | 13 | +2,396 | 13.75% | Q1 2026 | May 15, 2026 |
| Partners in Financial Planning | History | Reduced | 19,332 | 2,997 | 0.5% | 0.5% | 14 | -314 | -1.6% | Q1 2026 | May 11, 2026 |
| TFB Advisors LLC | History | Added to | 17,741 | 2,751 | 1.44% | 0.63% | 15 | +2,768 | 18.49% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,653 | 2,582 | 0.0% | 0.0% | 16 | +5,839 | 53.99% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 16,559 | 2,568 | 0.0% | 0.0% | 17 | +703 | 4.43% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 15,936 | 2,471 | 0.33% | 0.37% | 18 | -1,525 | -8.73% | Q1 2026 | Apr 28, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 15,495 | 2,402 | 1.56% | 1.36% | 19 | +1,379 | 9.77% | Q1 2026 | May 06, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 15,353 | 2,380 | 0.29% | 0.3% | 20 | -270 | -1.73% | Q1 2026 | Apr 27, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 14,977 | 2,322 | 1.01% | 0.95% | 21 | +2,220 | 17.4% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | New | 14,570 | 2,259 | 0.05% | — | 22 | +14,570 | New | Q1 2026 | May 14, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 14,185 | 2,199 | 1.25% | — | 23 | +14,185 | New | Q1 2026 | May 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 13,558 | 2,102 | 0.1% | 0.1% | 24 | +12 | 0.09% | Q1 2026 | Apr 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 12,345 | 1,914 | 0.21% | 0.2% | 25 | +15 | 0.12% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 11,087 | 1,719 | 0.03% | 0.03% | 26 | -419 | -3.64% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,295 | 1,441 | 0.0% | 0.0% | 27 | +5 | 0.05% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 9,225 | 1,430 | 0.0% | — | 28 | +9,225 | New | Q1 2026 | May 15, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 9,145 | 1,418 | 0.21% | 0.18% | 29 | +843 | 10.15% | Q1 2026 | Apr 29, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 8,339 | 1,293 | 0.0% | 0.0% | 30 | -69 | -0.82% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 8,093 | 1,255 | 0.02% | 0.02% | 31 | +1,967 | 32.11% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 7,558 | 1,172 | 0.0% | 0.0% | 32 | -79 | -1.03% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,533 | 1,168 | 0.01% | 0.01% | 33 | +1,235 | 19.61% | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 7,270 | 1,127 | 0.16% | 0.12% | 34 | +1,956 | 36.81% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 7,078 | 1,097 | 0.0% | 0.0% | 35 | -1,039 | -12.8% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 6,677 | 1,035 | 0.0% | 0.0% | 36 | +3,831 | 134.61% | Q1 2026 | May 15, 2026 |
| Seed Wealth Management, Inc. | History | No change | 6,650 | 1,031 | 0.71% | 0.69% | 37 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RHS Financial, LLC | History | Added to | 6,347 | 984 | 0.47% | 0.42% | 38 | +660 | 11.61% | Q1 2026 | Apr 28, 2026 |
| Clark Asset Management, LLC | History | Added to | 6,344 | 983 | 0.09% | 0.1% | 39 | +6 | 0.09% | Q1 2026 | Apr 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 6,139 | 952 | 0.02% | 0.02% | 40 | +27 | 0.44% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,715 | 731 | 0.0% | 0.0% | 41 | +87 | 1.88% | Q1 2026 | May 04, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 4,215 | 653 | 0.19% | 0.18% | 42 | -169 | -3.85% | Q1 2026 | Apr 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 3,809 | 590 | 0.08% | 0.08% | 43 | +1 | 0.03% | Q1 2026 | Apr 24, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 3,115 | 483 | 0.2% | — | 44 | +3,115 | New | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,025 | 469 | 0.0% | 0.0% | 45 | +55 | 1.85% | Q1 2026 | May 05, 2026 |
| Capital Square, LLC | History | New | 2,420 | 402 | 0.19% | — | 46 | +2,420 | New | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | New | 2,574 | 399 | 0.01% | — | 47 | +2,574 | New | Q1 2026 | May 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,409 | 373 | 0.0% | 0.01% | 48 | -190 | -7.31% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,311 | 358 | 0.0% | 0.0% | 49 | +83 | 3.73% | Q1 2026 | Apr 30, 2026 |
| First Citizens Financial Corp | History | No change | 2,227 | 345 | 0.16% | 0.17% | 50 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,197 | 340 | 0.29% | 0.21% | 51 | +579 | 35.78% | Q1 2026 | Apr 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,187 | 339 | 0.01% | 0.01% | 52 | +203 | 10.23% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | New | 2,127 | 329 | 0.0% | — | 53 | +2,127 | New | Q1 2026 | May 13, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 2,108 | 326 | 0.17% | 0.18% | 54 | -42 | -1.95% | Q1 2026 | Apr 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,093 | 325 | 0.02% | 0.02% | 55 | -508 | -19.53% | Q1 2026 | May 18, 2026 |
| COWA, LLC | History | Reduced | 2,050 | 317 | 0.09% | 0.1% | 56 | -46 | -2.19% | Q1 2026 | May 14, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 1,941 | 301 | 0.05% | 0.05% | 57 | +123 | 6.77% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 1,812 | 281 | 0.02% | 0.02% | 58 | +75 | 4.32% | Q1 2026 | Apr 30, 2026 |
| TAGStone Capital, Inc. | History | New | 1,781 | 276 | 0.1% | — | 59 | +1,781 | New | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,759 | 272 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,721 | 266 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 1,588 | 246 | 0.01% | 0.01% | 62 | -200 | -11.19% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 1,526 | 236 | 0.0% | 0.0% | 63 | +1 | 0.07% | Q1 2026 | Apr 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 1,489 | 230 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Coquina Private Wealth LLC | History | No change | 1,404 | 217 | 0.17% | 0.17% | 65 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 1,379 | 213 | 0.01% | — | 66 | +1,379 | New | Q1 2026 | Apr 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 1,338 | 207 | 0.01% | 0.01% | 67 | -24 | -1.76% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,272 | 197 | 0.02% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | Added to | 1,215 | 188 | 0.02% | 0.01% | 69 | +92 | 8.19% | Q1 2026 | Apr 30, 2026 |
| TFC Financial Management, Inc. | History | No change | 979 | 151 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 840 | 130 | 0.0% | — | 71 | +840 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 518 | 80 | 0.0% | — | 72 | +518 | New | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | No change | 500 | 77 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 438 | 68 | 0.0% | — | 74 | +438 | New | Q1 2026 | May 01, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 346 | 53 | 0.01% | — | 75 | +346 | New | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 339 | 52 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | Added to | 321 | 49 | 0.01% | 0.01% | 77 | +32 | 11.07% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 300 | 46 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | New | 282 | 42 | 0.0% | — | 79 | +282 | New | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Added to | 232 | 35 | 0.0% | 0.0% | 80 | +1 | 0.43% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 215 | 33 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 213 | 32 | 0.01% | 0.01% | 82 | +1 | 0.47% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 204 | 30 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VANGUARD ADVISERS INC | History | New | 185 | 28 | 0.0% | — | 84 | +185 | New | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | New | 141 | 21 | 0.0% | — | 85 | +141 | New | Q1 2026 | Apr 10, 2026 |
| MORGAN STANLEY | History | Added to | 125 | 19 | 0.0% | 0.0% | 86 | +117 | 1462.5% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 102 | 15 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 94 | 14 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 50 | 7 | 0.0% | 0.0% | 89 | -151 | -75.12% | Q1 2026 | May 19, 2026 |
| ST GERMAIN D J CO INC | History | New | 19 | 2 | 0.0% | — | 90 | +19 | New | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | New | 12 | 1 | 0.0% | — | 92 | +12 | New | Q1 2026 | May 06, 2026 |
| Central Pacific Bank - Trust Division | History | New | 11 | 1 | 0.0% | — | 93 | +11 | New | Q1 2026 | Apr 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 11 | 1 | 0.0% | 0.0% | 91 | +2 | 22.22% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,905 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,747 | -100.0% | Q1 2026 | May 12, 2026 |
| Benson Investment Management Company, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -2,729 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,614 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,344 | -100.0% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 14, 2026 |
| Basepoint Wealth LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |