VANGUARD WELLINGTON FUND - VFMO

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$648.5M

QoQ value delta ($000)

+$58.81M (+9.97%)

Implied price effect (QoQ)

+2.23%

Total shares

3,290,138

QoQ shares delta

+231,535 (+7.57%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 169 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	139,388	707,199	2.42%
Strategic Financial Services, Inc.	56,279	285,538	2.68%
GREAT VALLEY ADVISOR GROUP, INC.	31,663	160,647	0.58%
DAVIDSON INVESTMENT ADVISORS	30,258	153,518	1.31%
LPL Financial LLC	29,934	151,875	0.01%
RAYMOND JAMES FINANCIAL INC	29,571	150,035	0.01%
CABOT WEALTH MANAGEMENT INC	23,163	117,522	2.66%
ANDERSON HOAGLAND & CO	22,513	114,226	1.94%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	21,525	109,211	0.37%
Systelligence, LLC	20,310	103,048	3.95%
ENVESTNET ASSET MANAGEMENT INC	18,103	91,848	0.0%
Cetera Investment Advisers	14,874	75,468	0.02%
WIN ADVISORS, INC	10,948	55,549	5.01%
Financial Partners Group, Inc	10,401	52,775	1.24%
Armbruster Capital Management, Inc.	9,779	49,616	1.6%
Cambridge Investment Research Advisors, Inc.	8,707	44,177	0.02%
UBS Group AG	8,540	43,329	0.0%
&PARTNERS	7,771	39,411	0.04%
BANK OF AMERICA CORP /DE/	6,583	33,399	0.0%
Hobart Private Capital, LLC	6,316	32,046	1.24%
Private Advisor Group, LLC	5,946	30,167	0.03%
Stratos Wealth Advisors, LLC	5,394	27,371	0.33%
Merit Financial Group, LLC	5,234	26,556	0.04%
LINCOLN CAPITAL CORP	5,067	25,711	1.86%
COMMONWEALTH EQUITY SERVICES, LLC	4,699	23,844	0.01%