VANGUARD WELLINGTON FUND - VFQY

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)
$189.6M
QoQ value delta ($000)
-$67K (-0.04%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
1,113,653
QoQ shares delta
-394 (-0.04%)
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
Armbruster Capital Management, Inc. 32,653 191,754 4.87%
FOUNDATIONS INVESTMENT ADVISORS, LLC 26,345 154,711 0.27%
Pure Financial Advisors, LLC 23,556 138,331 0.3%
Focus Partners Wealth 12,767 74,972 0.01%
Genesis Wealth Advisors, LLC 10,387 60,996 6.21%
OSAIC HOLDINGS, INC. 6,957 40,824 0.01%
LPL Financial LLC 6,162 36,190 0.0%
Wealthspire Advisors, LLC 5,845 34,325 0.03%
Cannon Wealth Management Services, LLC 5,336 31,337 2.92%
Medallion Wealth Advisors, LLC 4,896 28,760 1.54%
BEACON FINANCIAL PLANNING, INC 4,420 25,958 1.5%
Capital Advisors, Ltd. LLC 3,578 21,013 0.36%
RAYMOND JAMES FINANCIAL INC 3,552 20,861 0.0%
Royal Fund Management, LLC 3,107 18,246 0.26%
Corient Private Wealth LP 2,917 17,134 0.0%
BANK OF AMERICA CORP /DE/ 2,865 16,825 0.0%
Coastline Trust Co 2,293 13,466 0.21%
Root Financial Partners, LLC 2,230 13,100 0.09%
Vise Technologies, Inc. 1,959 11,505 0.02%
Chicago Partners Investment Group LLC 1,949 11,543 0.04%
Integrated Wealth Concepts LLC 1,514 8,891 0.01%
TWO SIGMA INVESTMENTS, LP 1,464 8,600 0.0%
INTERACTIVE FINANCIAL ADVISORS, INC. 1,366 8,024 0.83%
Caitlin John, LLC 1,324 7,779 0.72%
Hobart Private Capital, LLC 1,027 6,034 0.18%