VANGUARD WELLINGTON FUND - VFMO

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$909.1M
QoQ value delta ($000)
-$3K (-0.0%)
Implied price effect (QoQ)
-0.0%
Shares
Total shares
3,646,274
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.

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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
RITHOLTZ WEALTH MANAGEMENT 184,049 737,643 2.75%
Strategic Financial Services, Inc. 68,279 273,656 2.99%
LPL Financial LLC 42,815 171,600 0.01%
GREAT VALLEY ADVISOR GROUP, INC. 41,244 165,303 0.65%
RAYMOND JAMES FINANCIAL INC 39,172 156,997 0.01%
DAVIDSON INVESTMENT ADVISORS 39,008 156,341 1.59%
ANDERSON HOAGLAND & CO 27,412 109,865 2.15%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 25,953 104,019 0.38%
Cetera Investment Advisers 24,850 99,597 0.02%
Systelligence, LLC 23,325 93,485 3.9%
ENVESTNET ASSET MANAGEMENT INC 20,992 84,133 0.0%
TWO SIGMA INVESTMENTS, LP 16,392 65,700 0.01%
BANK OF AMERICA CORP /DE/ 15,226 61,024 0.0%
Cambridge Investment Research Advisors, Inc. 15,163 60,770 0.04%
UBS Group AG 14,386 57,661 0.0%
WIN ADVISORS, INC 13,353 53,521 4.76%
Financial Partners Group, Inc 13,302 53,315 1.35%
CABOT WEALTH MANAGEMENT INC 12,546 50,284 1.28%
Armbruster Capital Management, Inc. 11,855 47,516 1.77%
&PARTNERS 10,217 40,952 0.04%
NewEdge Advisors, LLC 10,216 40,946 0.03%
OPPENHEIMER & CO INC 10,094 40,457 0.11%
Mariner, LLC 9,835 39,420 0.01%
BUILDER INVESTMENT GROUP INC /ADV 8,405 33,690 1.67%
Hobart Private Capital, LLC 8,068 32,338 1.38%