VANGUARD WELLINGTON FUND - VFQY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Armbruster Capital Management, Inc. | History | Reduced | 186,040 | 28,540 | 4.79% | 4.81% | 1 | -1,443 | -0.77% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 129,734 | 19,902 | 0.26% | 0.28% | 2 | +3,477 | 2.75% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 117,076 | 17,960 | 3.27% | 0.27% | 3 | +3,161 | 2.77% | Q4 2025 | Mar 04, 2026 |
| Focus Partners Wealth | History | Reduced | 77,777 | 11,931 | 0.01% | 0.02% | 4 | -1,746 | -2.2% | Q4 2025 | Feb 13, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 67,138 | 10,299 | 6.57% | 6.82% | 5 | -1,823 | -2.64% | Q4 2025 | Feb 11, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 57,030 | 8,748 | 5.99% | 5.94% | 6 | +1,174 | 2.1% | Q4 2025 | Feb 13, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 47,769 | 7,328 | 1.43% | 2.86% | 7 | -42,931 | -47.33% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 39,878 | 6,123 | 0.01% | 0.01% | 8 | +1,488 | 3.88% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 39,270 | 6,024 | 0.0% | 0.0% | 9 | +1,260 | 3.31% | Q4 2025 | Feb 11, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 27,663 | 4,243 | 0.87% | 0.88% | 10 | -125 | -0.45% | Q4 2025 | Jan 15, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 26,534 | 4,070 | 2.87% | 0.51% | 11 | +22,061 | 493.2% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 23,817 | 3,654 | 0.41% | 0.38% | 12 | +1,566 | 7.04% | Q4 2025 | Jan 21, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 19,040 | 2,920 | 1.41% | 1.48% | 13 | +143 | 0.76% | Q4 2025 | Jan 22, 2026 |
| M Holdings Securities, Inc. | History | New | 16,417 | 2,519 | 0.18% | — | 14 | +16,417 | New | Q4 2025 | Feb 11, 2026 |
| Royal Fund Management, LLC | History | Added to | 15,389 | 2,368 | 0.22% | 0.22% | 15 | +3,173 | 25.97% | Q4 2025 | Jan 15, 2026 |
| Coastline Trust Co | History | Reduced | 14,386 | 2,206 | 0.21% | 0.23% | 16 | -66 | -0.46% | Q4 2025 | Jan 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,140 | 2,169 | 0.0% | 0.0% | 17 | +2,634 | 22.89% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 12,081 | 1,906 | 0.05% | 0.06% | 18 | -2,095 | -14.78% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Added to | 12,191 | 1,870 | 0.0% | 0.0% | 19 | +39 | 0.32% | Q4 2025 | Mar 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 8,860 | 1,359 | 0.0% | 0.0% | 20 | -3,442 | -27.98% | Q4 2025 | Feb 18, 2026 |
| Root Financial Partners, LLC | History | Added to | 7,914 | 1,214 | 0.06% | 0.06% | 21 | +1,892 | 31.42% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 7,724 | 1,184 | 0.01% | 0.01% | 22 | -1,917 | -19.88% | Q4 2025 | Feb 13, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 7,696 | 1,180 | 0.76% | 0.65% | 23 | -288 | -3.61% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,145 | 942 | 0.0% | 0.0% | 24 | +367 | 6.35% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 5,804 | 890 | 0.02% | 0.01% | 25 | +1,023 | 21.4% | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | Added to | 5,550 | 851 | 0.56% | 0.57% | 26 | +114 | 2.1% | Q4 2025 | Feb 18, 2026 |
| Vise Technologies, Inc. | History | Added to | 5,533 | 848 | 0.02% | 0.01% | 27 | +3,442 | 164.61% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,311 | 814 | 0.0% | — | 28 | +5,311 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,970 | 762 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,612 | 707 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,387 | 693 | 0.0% | 0.0% | 31 | +301 | 7.37% | Q4 2025 | Jan 08, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 4,349 | 667 | 0.04% | 0.04% | 32 | +248 | 6.05% | Q4 2025 | Jan 13, 2026 |
| GSG Advisors LLC | History | Added to | 4,283 | 657 | 0.17% | 0.17% | 33 | +14 | 0.33% | Q4 2025 | Jan 08, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 4,141 | 635 | 0.23% | 0.25% | 34 | -59 | -1.4% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,077 | 625 | 0.0% | 0.0% | 35 | -1,331 | -24.61% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,063 | 623 | 0.0% | 0.0% | 36 | +243 | 6.36% | Q4 2025 | Feb 05, 2026 |
| BIP Wealth, LLC | History | New | 3,822 | 586 | 0.02% | — | 37 | +3,822 | New | Q4 2025 | Jan 21, 2026 |
| NWAM LLC | History | Reduced | 3,629 | 574 | 0.03% | 0.1% | 38 | -8,633 | -70.4% | Q4 2025 | Feb 04, 2026 |
| Security Financial Services, INC. | History | Added to | 3,683 | 564 | 0.09% | 0.09% | 39 | +4 | 0.11% | Q4 2025 | Jan 27, 2026 |
| Creative Planning | History | Reduced | 3,626 | 556 | 0.0% | 0.0% | 40 | -44 | -1.2% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,622 | 555 | 0.0% | 0.01% | 41 | -4,396 | -54.83% | Q4 2025 | Jan 29, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 3,434 | 542 | 0.12% | 0.13% | 42 | -65 | -1.86% | Q4 2025 | Jan 14, 2026 |
| Private Advisor Group, LLC | History | No change | 3,400 | 521 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 3,311 | 507 | 0.0% | 0.0% | 44 | +433 | 15.05% | Q4 2025 | Feb 12, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 3,129 | 495 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | New | 3,199 | 490 | 0.0% | — | 46 | +3,199 | New | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,965 | 455 | 0.0% | — | 47 | +2,965 | New | Q4 2025 | Feb 17, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 2,548 | 392 | 0.11% | 0.1% | 48 | +504 | 24.66% | Q4 2025 | Jan 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 2,365 | 362 | 0.05% | 0.06% | 49 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 2,080 | 319 | 0.02% | 0.02% | 50 | -17 | -0.81% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,045 | 313 | 0.01% | 0.01% | 51 | +451 | 28.29% | Q4 2025 | Jan 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,000 | 306 | 0.01% | 0.02% | 52 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,790 | 274 | 0.0% | 0.0% | 53 | -748 | -29.47% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,761 | 270 | 0.0% | 0.0% | 54 | +6 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 1,607 | 246 | 0.0% | 0.0% | 55 | -135 | -7.75% | Q4 2025 | Feb 11, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 1,593 | 244 | 0.14% | 0.14% | 56 | +19 | 1.21% | Q4 2025 | Jan 16, 2026 |
| &PARTNERS | History | New | 1,473 | 225 | 0.0% | — | 57 | +1,473 | New | Q4 2025 | Feb 17, 2026 |
| Blackston Financial Advisory Group, LLC | History | Added to | 1,448 | 222 | 0.14% | 0.13% | 58 | +2 | 0.14% | Q4 2025 | Feb 06, 2026 |
| United Advisor Group, LLC | History | No change | 1,380 | 211 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 1,343 | 206 | 0.01% | 0.01% | 60 | -11 | -0.81% | Q4 2025 | Jan 22, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,333 | 204 | 0.0% | 0.01% | 61 | -962 | -41.92% | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,000 | 153 | 0.0% | 0.0% | 62 | +400 | 66.67% | Q4 2025 | Feb 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 900 | 138 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | No change | 756 | 115 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 736 | 112 | 0.0% | 0.0% | 65 | +1 | 0.14% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 574 | 88 | 0.0% | — | 67 | +574 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 580 | 88 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 457 | 70 | 0.0% | 0.0% | 68 | +84 | 22.52% | Q4 2025 | Feb 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 450 | 69 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 438 | 67 | 0.0% | — | 70 | +438 | New | Q4 2025 | Feb 03, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 442 | 67 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 302 | 46 | 0.0% | 0.0% | 72 | -76 | -20.11% | Q4 2025 | Feb 23, 2026 |
| McIlrath & Eck, LLC | History | No change | 274 | 42 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tidemark, LLC | History | No change | 278 | 42 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | No change | 245 | 38 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JNBA Financial Advisors | History | Added to | 215 | 33 | 0.0% | 0.0% | 76 | +1 | 0.47% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | No change | 207 | 31 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 204 | 31 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 170 | 26 | 0.0% | — | 79 | +170 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 160 | 24 | 0.0% | 0.0% | 80 | +92 | 135.29% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | New | 132 | 20 | 0.0% | — | 81 | +132 | New | Q4 2025 | Feb 02, 2026 |
| Raleigh Capital Management Inc. | History | No change | 129 | 19 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| City State Bank | History | No change | 100 | 15 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 67 | 10 | 0.0% | 0.0% | 84 | -50 | -42.74% | Q4 2025 | Jan 20, 2026 |
| LRI Investments, LLC | History | Reduced | 69 | 10 | 0.0% | 0.0% | 85 | -13 | -15.85% | Q4 2025 | Feb 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 42 | 6 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Triumph Capital Management | History | New | 37 | 5 | 0.0% | — | 88 | +37 | New | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | No change | 36 | 5 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 20 | 3 | 0.0% | — | 89 | +20 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 7 | 1 | 0.0% | — | 90 | +7 | New | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,024 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,866 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -695 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BlackRock, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |