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 | No change | 302,472 | 53,528 | 4.2% | 4.2% | 1 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Systelligence, LLC | History | No change | 160,678 | 28,435 | 4.75% | 4.75% | 2 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 148,790 | 26,331 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 124,650 | 22,059 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Opus Capital Group, LLC | History | No change | 107,138 | 18,960 | 1.84% | 1.84% | 5 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 86,812 | 15,363 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | No change | 66,037 | 11,686 | 0.15% | 0.15% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 58,773 | 10,401 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Storen Legacy Partners, LLC | History | No change | 57,126 | 10,109 | 2.76% | 2.76% | 9 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 54,569 | 9,657 | 2.36% | 2.36% | 10 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 44,273 | 7,835 | 0.16% | 0.16% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 43,048 | 7,618 | 0.96% | 0.96% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | No change | 34,070 | 6,029 | 2.06% | 2.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 27,724 | 4,906 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 20,972 | 3,712 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 20,611 | 3,647 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 20,336 | 3,598 | 1.13% | 1.13% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Partners in Financial Planning | History | No change | 19,325 | 3,419 | 0.52% | 0.52% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TFB Advisors LLC | History | No change | 19,206 | 3,398 | 1.5% | 1.5% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 16,900 | 2,990 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 15,926 | 2,818 | 1.62% | 1.62% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 15,363 | 2,718 | 0.31% | 0.31% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MGO ONE SEVEN LLC | History | No change | 15,169 | 2,684 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 15,156 | 2,682 | 0.28% | 0.28% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,889 | 2,281 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 12,619 | 2,233 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 12,461 | 2,205 | 0.2% | 0.2% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 14,185 | 2,199 | 1.25% | 1.25% | 28 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 11,419 | 2,020 | 0.3% | 0.3% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 9,743 | 1,724 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,650 | 1,707 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 9,447 | 1,672 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 9,442 | 1,670 | 0.22% | 0.22% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,976 | 1,588 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,835 | 1,563 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 8,360 | 1,479 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 8,339 | 1,475 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centric Wealth Management | History | No change | 7,610 | 1,417 | 0.22% | 0.22% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHS Financial, LLC | History | No change | 7,967 | 1,409 | 0.57% | 0.57% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 7,870 | 1,392 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 7,849 | 1,389 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,250 | 1,283 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Seed Wealth Management, Inc. | History | No change | 6,650 | 1,176 | 0.74% | 0.74% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clark Asset Management, LLC | History | No change | 6,350 | 1,123 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 6,143 | 1,087 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,794 | 848 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 3,689 | 652 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 3,659 | 647 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,071 | 543 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,047 | 539 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 2,924 | 517 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,837 | 502 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Square, LLC | History | No change | 2,627 | 471 | 0.21% | 0.21% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 2,414 | 427 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 2,266 | 400 | 0.3% | 0.3% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 2,181 | 385 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cassia Capital Partners, LLC | History | No change | 2,136 | 378 | 0.18% | 0.18% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 2,124 | 375 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Greenline Wealth Management LLC | History | No change | 2,085 | 368 | 0.3% | 0.3% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TAGStone Capital, Inc. | History | No change | 2,042 | 361 | 0.11% | 0.11% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 1,932 | 341 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,860 | 329 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,806 | 319 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,743 | 308 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,721 | 304 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,679 | 297 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| First Citizens Financial Corp | History | No change | 1,634 | 291 | 0.12% | 0.12% | 67 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Essex Financial Services, Inc. | History | No change | 1,635 | 289 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,631 | 288 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,595 | 282 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 1,575 | 278 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 1,559 | 275 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savvy Advisors, Inc. | History | No change | 1,489 | 263 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Coquina Private Wealth LLC | History | No change | 1,404 | 248 | 0.17% | 0.17% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | No change | 1,526 | 236 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 1,297 | 233 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LRI Investments, LLC | History | No change | 1,291 | 228 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 1,242 | 219 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,208 | 213 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| May Hill Capital, LLC | History | No change | 1,207 | 213 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,124 | 199 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TFC Financial Management, Inc. | History | No change | 979 | 173 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 591 | 104 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 518 | 91 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 501 | 89 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 500 | 88 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 439 | 78 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlackRock, Inc. | History | No change | 427 | 75 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JNBA Financial Advisors | History | No change | 382 | 67 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 339 | 59 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 330 | 58 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | No change | 321 | 56 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 300 | 53 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 282 | 50 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 274 | 48 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 188 | 33 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANGUARD ADVISERS INC | History | No change | 162 | 28 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 124 | 22 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 122 | 21 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 101 | 17 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 94 | 16 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 40 | 7 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ST GERMAIN D J CO INC | History | No change | 19 | 3 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | No change | 12 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 13 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 11 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |