VANGUARD WELLINGTON FUND - VFMO

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$589.6M

QoQ value delta ($000)

-$41.55M (-6.58%)

Implied price effect (QoQ)

+0.68%

Total shares

3,058,165

QoQ shares delta

-237,805 (-7.22%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
RITHOLTZ WEALTH MANAGEMENT	124,505	651,008	2.27%
Strategic Financial Services, Inc.	58,495	284,153	2.7%
GREAT VALLEY ADVISOR GROUP, INC.	30,438	159,160	0.58%
DAVIDSON INVESTMENT ADVISORS	28,035	146,589	1.17%
LPL Financial LLC	26,799	140,128	0.01%
CABOT WEALTH MANAGEMENT INC	21,865	114,327	2.42%
ANDERSON HOAGLAND & CO	21,741	113,683	1.87%
RAYMOND JAMES FINANCIAL INC	21,668	113,298	0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	20,295	106,121	0.36%
Systelligence, LLC	20,141	105,314	3.83%
Cetera Investment Advisers	16,315	85,311	0.02%
ENVESTNET ASSET MANAGEMENT INC	16,095	84,162	0.0%
Financial Partners Group, Inc	9,998	49,507	1.16%
Armbruster Capital Management, Inc.	8,604	44,991	1.44%
UBS Group AG	8,236	43,066	0.0%
NewEdge Advisors, LLC	6,369	33,307	0.02%
Private Advisor Group, LLC	6,195	32,393	0.03%
Hobart Private Capital, LLC	6,016	31,458	1.17%
THRIVENT FINANCIAL FOR LUTHERANS	5,659	29,592	0.01%
Merit Financial Group, LLC	5,139	26,873	0.04%
BANK OF AMERICA CORP /DE/	5,126	26,806	0.0%
&PARTNERS	4,974	26,056	0.03%
LINCOLN CAPITAL CORP	4,949	25,877	1.76%
Stratos Wealth Advisors, LLC	4,841	25,313	0.23%
Redhawk Wealth Advisors, Inc.	4,336	22,673	0.49%