VANGUARD WELLINGTON FUND - VFQY

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$162.3M

QoQ value delta ($000)

-$12.88M (-7.35%)

Implied price effect (QoQ)

-2.61%

Total shares

1,085,814

QoQ shares delta

-55,614 (-4.87%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 96 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.	28,419	190,437	4.66%
FOUNDATIONS INVESTMENT ADVISORS, LLC	21,498	144,063	0.27%
Pure Financial Advisors, LLC	20,444	136,998	0.29%
Focus Partners Wealth	11,238	75,307	0.01%
Genesis Wealth Advisors, LLC	8,864	59,399	5.92%
Hobart Private Capital, LLC	7,084	47,470	1.39%
BEACON FINANCIAL PLANNING, INC	4,192	28,092	1.62%
LPL Financial LLC	4,179	28,005	0.0%
Cannon Wealth Management Services, LLC	4,151	27,819	2.81%
Medallion Wealth Advisors, LLC	4,100	27,474	1.34%
RAYMOND JAMES FINANCIAL INC	3,340	22,382	0.0%
Capital Advisors, Ltd. LLC	3,291	22,054	0.37%
OSAIC HOLDINGS, INC.	2,912	19,515	0.0%
Royal Fund Management, LLC	2,521	16,839	0.24%
TWO SIGMA INVESTMENTS, LP	2,283	15,300	0.0%
M Holdings Securities, Inc.	2,222	14,052	0.15%
BANK OF AMERICA CORP /DE/	2,208	14,802	0.0%
Coastline Trust Co	2,122	14,226	0.21%
Corient Private Wealth LLC	1,929	12,929	0.0%
Chicago Partners Investment Group LLC	1,883	11,795	0.04%
Root Financial Partners, LLC	1,800	12,064	0.08%
Integrated Wealth Concepts LLC	1,354	9,076	0.01%
INTERACTIVE FINANCIAL ADVISORS, INC.	1,239	8,306	0.81%
Vise Technologies, Inc.	848	5,533	0.02%
Caitlin John, LLC	795	5,333	0.48%