VANGUARD WELLINGTON FUND - VFMV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDERSON HOAGLAND & CO | History | Reduced | 176,030 | 22,949 | 1.97% | 2.08% | 1 | -838 | -0.47% | Q4 2025 | Jan 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 148,658 | 19,380 | 0.25% | 0.28% | 2 | +4,360 | 3.02% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 107,815 | 14,055 | 0.0% | 0.0% | 3 | +1,884 | 1.78% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 67,604 | 8,813 | 0.03% | 0.04% | 4 | -3,054 | -4.32% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 62,444 | 8,140 | 0.0% | 0.0% | 5 | +609 | 0.98% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 60,005 | 7,822 | 0.04% | 0.06% | 6 | -14,490 | -19.45% | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | Added to | 48,067 | 6,266 | 0.04% | 0.04% | 7 | +5,332 | 12.48% | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 37,838 | 4,932 | 0.4% | 0.38% | 8 | +5,090 | 15.54% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 34,269 | 4,467 | 0.06% | 0.07% | 9 | +39 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 32,830 | 4,280 | 1.51% | 1.39% | 10 | +2,858 | 9.54% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning, LLC | History | New | 29,709 | 3,895 | 0.9% | — | 11 | +29,709 | New | Q4 2025 | Mar 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 29,816 | 3,887 | 0.29% | 0.18% | 12 | +11,759 | 65.12% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 29,396 | 3,832 | 0.24% | 0.22% | 13 | +3,899 | 15.29% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,358 | 3,827 | 0.02% | 0.02% | 14 | +502 | 1.74% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,820 | 3,627 | 0.01% | 0.01% | 15 | +165 | 0.6% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 18,690 | 2,436 | 0.0% | 0.0% | 16 | +928 | 5.22% | Q4 2025 | Feb 17, 2026 |
| Independence Asset Advisors, LLC | History | Reduced | 18,541 | 2,417 | 1.33% | 1.17% | 17 | -2,462 | -11.72% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 15,300 | 1,994 | 0.0% | 0.0% | 18 | +2,600 | 20.47% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,606 | 1,643 | 0.0% | 0.0% | 19 | +1,310 | 11.6% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 11,378 | 1,483 | 0.01% | — | 20 | +11,378 | New | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 10,810 | 1,409 | 0.0% | — | 21 | +10,810 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | New | 10,338 | 1,347 | 0.01% | — | 22 | +10,338 | New | Q4 2025 | Jan 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 10,167 | 1,325 | 0.48% | 0.47% | 23 | +263 | 2.66% | Q4 2025 | Jan 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,484 | 1,236 | 0.04% | 0.03% | 24 | +4,249 | 81.17% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 9,384 | 1,223 | 0.0% | 0.0% | 25 | +190 | 2.07% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Added to | 9,003 | 1,173 | 0.09% | 0.09% | 26 | +136 | 1.53% | Q4 2025 | Feb 06, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 8,499 | 1,108 | 0.16% | 0.18% | 27 | -500 | -5.56% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,301 | 1,082 | 0.01% | 0.01% | 28 | -1,063 | -11.35% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,581 | 988 | 0.0% | 0.0% | 29 | +2,004 | 35.93% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,223 | 941 | 0.0% | 0.0% | 30 | +27 | 0.38% | Q4 2025 | Feb 12, 2026 |
| Interchange Capital Partners, LLC | History | No change | 5,556 | 724 | 0.13% | 0.14% | 31 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,305 | 691 | 0.0% | 0.0% | 32 | +194 | 3.8% | Q4 2025 | Feb 18, 2026 |
| Apollon Financial, LLC | History | No change | 4,285 | 558 | 0.08% | 0.09% | 33 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,066 | 530 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 3,763 | 487 | 0.22% | 0.17% | 35 | +1,215 | 47.68% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 3,741 | 487 | 0.04% | 0.03% | 36 | +974 | 35.2% | Q4 2025 | Jan 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,391 | 442 | 0.0% | 0.0% | 37 | +340 | 11.14% | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 3,283 | 428 | 0.01% | 0.01% | 38 | +741 | 29.15% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 3,190 | 415 | 0.0% | 0.0% | 39 | -400 | -11.14% | Q4 2025 | Jan 29, 2026 |
| Caitlin John, LLC | History | Reduced | 3,080 | 401 | 0.26% | 0.28% | 40 | -10 | -0.32% | Q4 2025 | Feb 18, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,065 | 399 | 0.01% | 0.01% | 41 | -200 | -6.13% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | New | 3,038 | 396 | 0.0% | — | 42 | +3,038 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,881 | 375 | 0.02% | 0.02% | 43 | -57 | -1.94% | Q4 2025 | Jan 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 2,802 | 365 | 0.01% | 0.01% | 44 | -342 | -10.88% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 2,756 | 362 | 0.02% | 0.02% | 45 | +728 | 35.9% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,469 | 321 | 0.0% | 0.0% | 46 | -850 | -25.61% | Q4 2025 | Feb 11, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 2,335 | 304 | 0.25% | 0.22% | 47 | +277 | 13.46% | Q4 2025 | Jan 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,269 | 295 | 0.0% | — | 48 | +2,269 | New | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,031 | 264 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | New | 1,910 | 249 | 0.0% | — | 50 | +1,910 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 1,903 | 248 | 0.01% | 0.01% | 51 | +952 | 100.11% | Q4 2025 | Feb 04, 2026 |
| Western Wealth Management, LLC | History | New | 1,707 | 222 | 0.01% | — | 52 | +1,707 | New | Q4 2025 | Feb 05, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 1,659 | 216 | 0.04% | 0.04% | 53 | -89 | -5.09% | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,295 | 168 | 0.0% | 0.0% | 54 | +382 | 41.84% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 782 | 101 | 0.0% | 0.02% | 55 | -13,867 | -94.66% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 566 | 73 | 0.0% | 0.0% | 56 | +84 | 17.43% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 524 | 68 | 0.0% | 0.0% | 57 | -2 | -0.38% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 459 | 59 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 413 | 53 | 0.0% | 0.0% | 59 | +139 | 50.73% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 306 | 39 | 0.0% | 0.0% | 60 | +142 | 86.59% | Q4 2025 | Jan 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 270 | 35 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 229 | 29 | 0.01% | — | 62 | +229 | New | Q4 2025 | Jan 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 210 | 27 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 130 | 16 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 116 | 15 | 0.0% | 0.0% | 65 | -93 | -44.5% | Q4 2025 | Jan 20, 2026 |
| City State Bank | History | No change | 100 | 13 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | New | 97 | 12 | 0.0% | — | 67 | +97 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | New | 84 | 10 | 0.0% | — | 68 | +84 | New | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 65 | 8 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 63 | 8 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | No change | 58 | 7 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | No change | 51 | 6 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -3,055 | -100.0% | Q3 2025 | Oct 17, 2025 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -1,945 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 14, 2025 |