VANGUARD WELLINGTON FUND - VFMV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | New | 200,114 | 26,661 | 0.01% | — | 1 | +200,114 | New | Q1 2026 | May 11, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 183,460 | 24,442 | 2.1% | 1.97% | 2 | +7,430 | 4.22% | Q1 2026 | Apr 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 163,235 | 21,747 | 0.27% | 0.25% | 3 | +14,577 | 9.81% | Q1 2026 | May 11, 2026 |
| RFP Financial Group LLC | History | New | 124,716 | 16,615 | 9.03% | — | 4 | +124,716 | New | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 89,657 | 11,945 | 0.0% | 0.0% | 5 | -18,158 | -16.84% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 65,405 | 8,713 | 0.0% | 0.0% | 6 | +2,961 | 4.74% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 54,307 | 7,080 | 0.05% | 0.04% | 7 | +6,240 | 12.98% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 48,437 | 6,453 | 0.04% | 0.04% | 8 | -11,568 | -19.28% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Added to | 42,703 | 5,689 | 0.08% | 0.06% | 9 | +8,434 | 24.61% | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 40,419 | 5,385 | 0.41% | 0.4% | 10 | +2,581 | 6.82% | Q1 2026 | Apr 30, 2026 |
| SMITH, MOORE & CO. | History | Added to | 34,041 | 4,535 | 0.33% | 0.29% | 11 | +4,225 | 14.17% | Q1 2026 | May 05, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 33,372 | 4,446 | 1.64% | 1.51% | 12 | +542 | 1.65% | Q1 2026 | Apr 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 30,053 | 4,003 | 0.24% | 0.24% | 13 | +657 | 2.23% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 29,054 | 3,870 | 0.01% | 0.02% | 14 | -304 | -1.04% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 25,700 | 3,424 | 0.0% | 0.0% | 15 | +10,400 | 67.97% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 22,006 | 2,931 | 0.0% | 0.0% | 16 | +3,316 | 17.74% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | New | 20,532 | 2,735 | 0.07% | — | 17 | +20,532 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,292 | 2,570 | 0.01% | 0.01% | 18 | -8,528 | -30.65% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning, LLC | History | Reduced | 19,232 | 2,563 | 0.58% | 0.9% | 19 | -10,477 | -35.27% | Q1 2026 | May 11, 2026 |
| Independence Asset Advisors, LLC | History | No change | 18,541 | 2,470 | 0.89% | 1.33% | 20 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,180 | 2,288 | 0.0% | 0.0% | 21 | +4,574 | 36.28% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | New | 15,519 | 2,067 | 0.03% | — | 22 | +15,519 | New | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | New | 13,829 | 1,842 | 0.05% | — | 23 | +13,829 | New | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 11,161 | 1,486 | 0.01% | 0.01% | 24 | -217 | -1.91% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,852 | 1,446 | 0.0% | 0.0% | 25 | +42 | 0.39% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,143 | 1,351 | 0.0% | — | 26 | +10,143 | New | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 10,143 | 1,351 | 0.47% | 0.48% | 27 | -24 | -0.24% | Q1 2026 | Apr 23, 2026 |
| Keystone Financial Group | History | Added to | 9,152 | 1,219 | 0.08% | 0.09% | 28 | +149 | 1.66% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,191 | 1,091 | 0.0% | 0.0% | 29 | +610 | 8.05% | Q1 2026 | May 04, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 8,074 | 1,075 | 0.15% | 0.16% | 30 | -425 | -5.0% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,926 | 1,055 | 0.0% | 0.0% | 31 | -1,458 | -15.54% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 7,022 | 938 | 0.0% | 0.01% | 32 | -3,316 | -32.08% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,792 | 904 | 0.0% | 0.0% | 33 | -431 | -5.97% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 6,658 | 887 | 0.03% | 0.04% | 34 | -2,826 | -29.8% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,965 | 794 | 0.0% | 0.0% | 35 | +660 | 12.44% | Q1 2026 | May 14, 2026 |
| Interchange Capital Partners, LLC | History | No change | 5,556 | 704 | 0.22% | 0.13% | 36 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 4,651 | 619 | 0.04% | 0.04% | 38 | +910 | 24.33% | Q1 2026 | Apr 17, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 4,651 | 619 | 0.27% | 0.22% | 37 | +888 | 23.6% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 4,362 | 581 | 0.04% | 0.02% | 39 | +1,606 | 58.27% | Q1 2026 | Apr 20, 2026 |
| Apollon Financial, LLC | History | Reduced | 4,205 | 560 | 0.08% | 0.08% | 40 | -80 | -1.87% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,066 | 541 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,887 | 517 | 0.0% | 0.0% | 42 | +496 | 14.63% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,218 | 428 | 0.0% | 0.0% | 43 | +749 | 30.34% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,190 | 425 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 3,185 | 424 | 0.01% | 0.01% | 45 | +383 | 13.67% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | No change | 3,065 | 408 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Caitlin John, LLC | History | Reduced | 3,046 | 405 | 0.24% | 0.26% | 47 | -34 | -1.1% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | No change | 3,038 | 404 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 2,891 | 385 | 0.02% | 0.02% | 49 | +10 | 0.35% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,482 | 330 | 0.0% | 0.0% | 50 | +2,069 | 500.97% | Q1 2026 | May 07, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 2,334 | 310 | 0.26% | 0.25% | 51 | -1 | -0.04% | Q1 2026 | Apr 13, 2026 |
| Meridian Wealth Management, LLC | History | New | 2,283 | 304 | 0.01% | — | 52 | +2,283 | New | Q1 2026 | May 06, 2026 |
| Regal Investment Advisors LLC | History | New | 2,234 | 297 | 0.02% | — | 53 | +2,234 | New | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,018 | 268 | 0.02% | 0.02% | 54 | -13 | -0.64% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | No change | 1,910 | 254 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 1,906 | 253 | 0.01% | 0.01% | 56 | +3 | 0.16% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,707 | 227 | 0.0% | 0.01% | 57 | -6,594 | -79.44% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 1,708 | 227 | 0.01% | 0.01% | 58 | +1 | 0.06% | Q1 2026 | May 19, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 1,637 | 218 | 0.04% | 0.04% | 59 | -22 | -1.33% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Added to | 785 | 104 | 0.0% | 0.0% | 60 | +3 | 0.38% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 566 | 75 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 515 | 68 | 0.0% | 0.0% | 62 | -9 | -1.72% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 459 | 61 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 328 | 43 | 0.0% | — | 64 | +328 | New | Q1 2026 | Apr 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 310 | 41 | 0.0% | — | 65 | +310 | New | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 307 | 40 | 0.0% | 0.0% | 66 | +1 | 0.33% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 270 | 35 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 230 | 30 | 0.01% | 0.01% | 68 | +1 | 0.44% | Q1 2026 | Apr 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 210 | 27 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Nova Wealth Management, Inc. | History | New | 185 | 24 | 0.02% | — | 70 | +185 | New | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | New | 146 | 19 | 0.0% | — | 71 | +146 | New | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 130 | 17 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 122 | 16 | 0.0% | — | 73 | +122 | New | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | No change | 116 | 15 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| City State Bank | History | No change | 100 | 13 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Triumph Capital Management | History | No change | 97 | 12 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 84 | 11 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 65 | 8 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| McIlrath & Eck, LLC | History | No change | 63 | 8 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| NBC SECURITIES, INC. | History | No change | 58 | 7 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | No change | 51 | 6 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -67,604 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,283 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,269 | -100.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,295 | -100.0% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |