VANGUARD WELLINGTON FUND - VFQY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Armbruster Capital Management, Inc. | History | Added to | 190,437 | 28,419 | 4.66% | 4.79% | 1 | +4,397 | 2.36% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 144,063 | 21,498 | 0.27% | 0.26% | 2 | +14,329 | 11.04% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 136,998 | 20,444 | 0.29% | 0.29% | 3 | +19,922 | 17.02% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Wealth | History | Reduced | 75,307 | 11,238 | 0.01% | 0.01% | 4 | -2,470 | -3.18% | Q1 2026 | May 14, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 59,399 | 8,864 | 5.92% | 5.99% | 5 | +2,369 | 4.15% | Q1 2026 | May 04, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 47,470 | 7,084 | 1.39% | 1.43% | 6 | -299 | -0.63% | Q1 2026 | Apr 07, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 28,092 | 4,192 | 1.62% | 1.41% | 7 | +9,052 | 47.54% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Reduced | 28,005 | 4,179 | 0.0% | 0.0% | 8 | -11,265 | -28.69% | Q1 2026 | May 06, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 27,819 | 4,151 | 2.81% | 2.87% | 9 | +1,285 | 4.84% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 27,474 | 4,100 | 1.34% | 1.35% | 10 | +1,311 | 5.01% | Q1 2026 | Apr 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 22,382 | 3,340 | 0.0% | 0.0% | 11 | +13,522 | 152.62% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 22,054 | 3,291 | 0.37% | 0.41% | 12 | -1,763 | -7.4% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 19,515 | 2,912 | 0.0% | 0.01% | 13 | -20,363 | -51.06% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | Added to | 16,839 | 2,521 | 0.24% | 0.22% | 14 | +1,450 | 9.42% | Q1 2026 | May 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 15,300 | 2,283 | 0.0% | — | 15 | +15,300 | New | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 14,052 | 2,222 | 0.15% | 0.18% | 16 | -2,365 | -14.41% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,802 | 2,208 | 0.0% | 0.0% | 17 | +662 | 4.68% | Q1 2026 | May 15, 2026 |
| Coastline Trust Co | History | Reduced | 14,226 | 2,122 | 0.21% | 0.21% | 18 | -160 | -1.11% | Q1 2026 | Apr 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 12,929 | 1,929 | 0.0% | 0.0% | 19 | +738 | 6.05% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 11,795 | 1,883 | 0.04% | 0.05% | 20 | -286 | -2.37% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | Added to | 12,064 | 1,800 | 0.08% | 0.06% | 21 | +4,150 | 52.44% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,076 | 1,354 | 0.01% | 0.01% | 22 | +1,352 | 17.5% | Q1 2026 | May 15, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 8,306 | 1,239 | 0.81% | 0.76% | 23 | +610 | 7.93% | Q1 2026 | Apr 28, 2026 |
| Vise Technologies, Inc. | History | No change | 5,533 | 848 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Caitlin John, LLC | History | Reduced | 5,333 | 795 | 0.48% | 0.56% | 25 | -217 | -3.91% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 4,922 | 734 | 0.0% | 0.0% | 26 | -48 | -0.97% | Q1 2026 | May 05, 2026 |
| National Philanthropic Trust | History | No change | 4,862 | 725 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 4,837 | 721 | 0.0% | 0.0% | 28 | +1,638 | 51.2% | Q1 2026 | May 13, 2026 |
| Kathmere Capital Management, LLC | History | No change | 4,349 | 649 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GSG Advisors LLC | History | Added to | 4,296 | 641 | 0.17% | 0.17% | 30 | +13 | 0.3% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | New | 4,254 | 634 | 0.02% | — | 31 | +4,254 | New | Q1 2026 | May 06, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 4,242 | 633 | 0.21% | 0.23% | 32 | +101 | 2.44% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,079 | 609 | 0.0% | 0.0% | 33 | +16 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,002 | 597 | 0.0% | 0.0% | 34 | -2,143 | -34.87% | Q1 2026 | Apr 29, 2026 |
| Security Financial Services, INC. | History | No change | 3,683 | 564 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,534 | 527 | 0.0% | 0.0% | 36 | -88 | -2.43% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Reduced | 3,454 | 515 | 0.0% | 0.0% | 37 | -172 | -4.74% | Q1 2026 | May 12, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 3,401 | 509 | 0.14% | 0.11% | 38 | +853 | 33.48% | Q1 2026 | Apr 08, 2026 |
| BIP Wealth, LLC | History | Reduced | 3,404 | 507 | 0.02% | 0.02% | 39 | -418 | -10.94% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Reduced | 3,341 | 498 | 0.03% | 0.03% | 40 | -288 | -7.94% | Q1 2026 | May 04, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 3,119 | 497 | 0.11% | 0.12% | 41 | -315 | -9.17% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,318 | 495 | 0.0% | 0.0% | 42 | -759 | -18.62% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 3,150 | 470 | 0.0% | 0.0% | 43 | -250 | -7.35% | Q1 2026 | Apr 24, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 3,129 | 466 | 0.05% | 0.06% | 44 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,940 | 439 | 0.0% | 0.0% | 45 | -25 | -0.84% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 2,766 | 412 | 0.0% | 0.0% | 46 | +1,159 | 72.12% | Q1 2026 | May 15, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 2,373 | 354 | 0.07% | 0.87% | 47 | -25,290 | -91.42% | Q1 2026 | Apr 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 2,365 | 352 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,261 | 340 | 0.0% | 0.0% | 49 | -2,126 | -48.46% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,172 | 324 | 0.01% | 0.01% | 50 | +127 | 6.21% | Q1 2026 | Apr 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 2,057 | 307 | 0.02% | 0.02% | 51 | -23 | -1.11% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,000 | 298 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,802 | 263 | 0.0% | 0.0% | 53 | +12 | 0.67% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,766 | 263 | 0.0% | 0.0% | 54 | +5 | 0.28% | Q1 2026 | May 11, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 1,645 | 245 | 0.14% | 0.14% | 55 | +52 | 3.26% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 1,520 | 226 | 0.0% | — | 56 | +1,520 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | No change | 1,473 | 219 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,422 | 212 | 0.13% | 0.14% | 58 | -26 | -1.8% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,410 | 210 | 0.0% | 0.0% | 59 | +77 | 5.78% | Q1 2026 | Apr 22, 2026 |
| United Advisor Group, LLC | History | No change | 1,380 | 205 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 1,343 | 200 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,000 | 149 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Center for Financial Planning, Inc. | History | No change | 900 | 134 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | No change | 736 | 109 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 634 | 94 | 0.0% | — | 65 | +634 | New | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 580 | 88 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 531 | 79 | 0.0% | — | 67 | +531 | New | Q1 2026 | May 15, 2026 |
| Basepoint Wealth LLC | History | New | 508 | 75 | 0.04% | — | 68 | +508 | New | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | New | 494 | 73 | 0.0% | — | 69 | +494 | New | Q1 2026 | May 01, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 450 | 67 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 442 | 65 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| UBS Group AG | History | Reduced | 381 | 56 | 0.0% | 0.0% | 72 | -375 | -49.6% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 335 | 49 | 0.0% | 0.0% | 73 | -122 | -26.7% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 302 | 45 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | No change | 278 | 41 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| McIlrath & Eck, LLC | History | No change | 274 | 40 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Horizon Investments, LLC | History | Added to | 264 | 39 | 0.0% | 0.0% | 77 | +132 | 100.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | No change | 245 | 36 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 218 | 32 | 0.0% | 0.0% | 80 | -220 | -50.23% | Q1 2026 | May 01, 2026 |
| JNBA Financial Advisors | History | Added to | 216 | 32 | 0.0% | 0.0% | 79 | +1 | 0.47% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 213 | 31 | 0.0% | — | 81 | +213 | New | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 206 | 30 | 0.0% | 0.0% | 82 | -1 | -0.48% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 204 | 30 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 170 | 25 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 159 | 23 | 0.0% | 0.0% | 85 | -1 | -0.63% | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | New | 138 | 20 | 0.0% | — | 86 | +138 | New | Q1 2026 | Apr 07, 2026 |
| Raleigh Capital Management Inc. | History | No change | 129 | 19 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VANGUARD ADVISERS INC | History | New | 114 | 17 | 0.0% | — | 88 | +114 | New | Q1 2026 | May 08, 2026 |
| City State Bank | History | No change | 100 | 14 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LRI Investments, LLC | History | Reduced | 61 | 9 | 0.0% | 0.0% | 91 | -8 | -11.59% | Q1 2026 | Apr 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 67 | 9 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 42 | 6 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | No change | 36 | 5 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 37 | 5 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cedar Point Capital Partners, LLC | History | Closed out | 0 | 0 | — | 6.57% | — | -67,138 | -100.0% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,804 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,311 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,612 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,311 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -574 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -19 | -95.0% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |