VANGUARD WELLINGTON FUND - VFMV

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)
$182.8M
QoQ value delta ($000)
-$4K (-0.0%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
1,311,402
QoQ shares delta
-33 (-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
ANDERSON HOAGLAND & CO 24,925 178,856 1.95%
FOUNDATIONS INVESTMENT ADVISORS, LLC 24,375 174,905 0.25%
LPL Financial LLC 17,916 128,559 0.0%
UBS Group AG 9,119 65,433 0.0%
Equitable Holdings, Inc. 8,546 61,327 0.05%
NewEdge Advisors, LLC 8,384 60,163 0.02%
UMB Bank, n.a. 5,892 42,283 0.07%
TITLEIST ASSET MANAGEMENT, LLC 5,746 41,234 0.39%
Sculati Wealth Management, LLC 4,894 34,373 1.63%
Sequoia Financial Advisors, LLC 4,870 34,945 0.02%
SMITH, MOORE & CO. 4,791 34,380 0.31%
CREATIVE FINANCIAL DESIGNS INC /ADV 4,153 29,807 0.2%
Kestra Advisory Services, LLC 4,068 29,192 0.01%
Cetera Investment Advisers 3,931 28,209 0.0%
TWO SIGMA INVESTMENTS, LP 3,205 23,000 0.0%
Capital Analysts, LLC 3,146 22,575 0.07%
ENVESTNET ASSET MANAGEMENT INC 3,006 21,573 0.0%
Cambridge Investment Research Advisors, Inc. 2,789 20,010 0.01%
Cornerstone Planning, LLC 2,685 19,272 0.62%
Advisory Services Network, LLC 2,600 18,659 0.03%
Independence Asset Advisors, LLC 2,583 18,541 0.67%
Pathstone Holdings, LLC 1,530 10,984 0.0%
ROYAL BANK OF CANADA 1,511 10,845 0.0%
MML INVESTORS SERVICES, LLC 1,508 10,822 0.0%
MERCER GLOBAL ADVISORS INC /ADV 1,434 10,291 0.0%