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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDERSON HOAGLAND & CO | History | No change | 178,856 | 24,925 | 1.95% | 1.95% | 1 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 174,905 | 24,375 | 0.25% | 0.25% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 128,559 | 17,916 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 65,433 | 9,119 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 61,327 | 8,546 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 60,163 | 8,384 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 42,220 | 5,976 | 0.39% | 0.39% | 7 | +986 | 2.39% | Q3 2026 | Oct 08, 2026 |
| UMB Bank, n.a. | History | No change | 42,283 | 5,892 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sculati Wealth Management, LLC | History | No change | 34,373 | 4,894 | 1.63% | 1.63% | 9 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 34,945 | 4,870 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SMITH, MOORE & CO. | History | No change | 34,380 | 4,791 | 0.31% | 0.31% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harpswell Capital Advisors, LLC | History | New | 31,456 | 4,452 | 2.92% | — | 12 | +31,456 | New | Q3 2026 | Oct 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 29,807 | 4,153 | 0.2% | 0.2% | 13 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 29,192 | 4,068 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 28,209 | 3,931 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 23,000 | 3,205 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 22,575 | 3,146 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 21,573 | 3,006 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 20,010 | 2,789 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Planning, LLC | History | No change | 19,272 | 2,685 | 0.62% | 0.62% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 18,659 | 2,600 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independence Asset Advisors, LLC | History | No change | 18,541 | 2,583 | 0.67% | 0.67% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,984 | 1,530 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,845 | 1,511 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,822 | 1,508 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,291 | 1,434 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 10,291 | 1,434 | 0.45% | 0.45% | 27 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Keystone Financial Group | History | No change | 8,973 | 1,250 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,412 | 1,172 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,335 | 1,161 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,082 | 1,126 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Financial Group, INC/SD | History | No change | 7,532 | 1,049 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 7,315 | 1,019 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 7,124 | 992 | 0.35% | 0.35% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 7,062 | 984 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 7,025 | 979 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 6,827 | 951 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 6,611 | 921 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,826 | 811 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Interchange Capital Partners, LLC | History | No change | 5,556 | 774 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,265 | 733 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,388 | 611 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Financial, LLC | History | No change | 4,205 | 586 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,066 | 566 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 3,798 | 529 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,641 | 507 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 3,327 | 463 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,190 | 444 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantinno Capital Management LP | History | No change | 3,038 | 423 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 2,965 | 413 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caitlin John, LLC | History | No change | 2,969 | 413 | 0.23% | 0.23% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,804 | 390 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madison Wealth Partners, Inc | History | No change | 2,799 | 390 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 2,628 | 366 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 2,572 | 358 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Regal Investment Advisors LLC | History | No change | 2,234 | 311 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 2,029 | 287 | 0.19% | 0.22% | 57 | -235 | -10.38% | Q3 2026 | Oct 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,013 | 280 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Cerity Partners LLC | History | No change | 1,910 | 266 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,897 | 264 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,708 | 238 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 1,710 | 238 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 1,702 | 237 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | No change | 1,511 | 210 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 1,414 | 197 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 1,210 | 168 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 648 | 90 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 566 | 78 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 459 | 63 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 411 | 57 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 398 | 55 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 347 | 49 | 0.0% | 0.0% | 72 | +3 | 0.87% | Q3 2026 | Oct 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 307 | 42 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 275 | 38 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 270 | 37 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 231 | 32 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 210 | 29 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 130 | 18 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 117 | 16 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TSFG, LLC | History | No change | 103 | 14 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | No change | 97 | 13 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| City State Bank | History | No change | 100 | 13 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 65 | 9 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 58 | 8 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CX Institutional | History | Reduced | 34 | 5 | 0.0% | 0.0% | 85 | -33 | -49.25% | Q3 2026 | Oct 02, 2026 |
| Nova Wealth Management, Inc. | History | No change | 40 | 5 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Corsicana & Co. | History | No change | 30 | 4 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archer Investment Corp | History | No change | 22 | 3 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 23 | 3 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |