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 | No change | 191,754 | 32,653 | 4.87% | 4.87% | 1 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 154,711 | 26,345 | 0.27% | 0.27% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 138,331 | 23,556 | 0.3% | 0.3% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 74,972 | 12,767 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 60,996 | 10,387 | 6.21% | 6.21% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 40,824 | 6,957 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 36,190 | 6,162 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 34,325 | 5,845 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 31,337 | 5,336 | 2.92% | 2.92% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,342 | 5,166 | 0.04% | 0.0% | 10 | +30,138 | 14773.53% | Q3 2026 | Oct 08, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 28,760 | 4,896 | 1.54% | 1.54% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 25,958 | 4,420 | 1.5% | 1.5% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 21,013 | 3,578 | 0.36% | 0.36% | 13 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 20,861 | 3,552 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Royal Fund Management, LLC | History | No change | 18,246 | 3,107 | 0.26% | 0.26% | 15 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | No change | 17,134 | 2,917 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 16,825 | 2,865 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastline Trust Co | History | Reduced | 13,466 | 2,293 | 0.21% | 0.21% | 18 | -394 | -2.84% | Q3 2026 | Oct 01, 2026 |
| Root Financial Partners, LLC | History | No change | 13,100 | 2,230 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 11,505 | 1,959 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 11,543 | 1,949 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,891 | 1,514 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 8,600 | 1,464 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 8,024 | 1,366 | 0.83% | 0.83% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caitlin John, LLC | History | No change | 7,779 | 1,324 | 0.72% | 0.72% | 25 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hobart Private Capital, LLC | History | No change | 6,034 | 1,027 | 0.18% | 0.18% | 26 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,922 | 838 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| National Philanthropic Trust | History | No change | 4,862 | 827 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 4,380 | 745 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kathmere Capital Management, LLC | History | No change | 4,349 | 740 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arrowroot Family Office, LLC | History | No change | 4,329 | 737 | 0.21% | 0.21% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GSG Advisors LLC | History | No change | 4,307 | 733 | 0.16% | 0.16% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,139 | 705 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 4,118 | 701 | 0.17% | 0.17% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,783 | 644 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,537 | 602 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 3,454 | 588 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWAM LLC | History | No change | 3,349 | 570 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Security Financial Services, INC. | History | No change | 3,296 | 561 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,168 | 543 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 3,120 | 524 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BIP Wealth, LLC | History | No change | 3,076 | 523 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,022 | 514 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,947 | 502 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 2,812 | 478 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 2,743 | 467 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Professional Financial Advisors, LLC | History | No change | 2,373 | 404 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 2,365 | 402 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 2,185 | 372 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,000 | 340 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,871 | 317 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 1,695 | 288 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,576 | 268 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,546 | 263 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 1,536 | 261 | 0.14% | 0.14% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,521 | 259 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Noble Wealth Partners LLC | History | No change | 1,451 | 247 | 0.21% | 0.21% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blackston Financial Advisory Group, LLC | History | No change | 1,429 | 243 | 0.14% | 0.14% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | No change | 1,380 | 235 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 1,295 | 220 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidemark, LLC | History | No change | 1,260 | 214 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zhang Financial LLC | History | No change | 1,247 | 212 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apollon Wealth Management, LLC | History | No change | 1,229 | 209 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,208 | 205 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,112 | 189 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,000 | 170 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Center for Financial Planning, Inc. | History | No change | 900 | 153 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 736 | 125 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 634 | 107 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 557 | 94 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 442 | 75 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | No change | 409 | 69 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 388 | 66 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 335 | 57 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 302 | 51 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 302 | 51 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 218 | 37 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 213 | 36 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 207 | 35 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 170 | 28 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 161 | 27 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | No change | 132 | 22 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raleigh Capital Management Inc. | History | No change | 129 | 22 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VANGUARD ADVISERS INC | History | No change | 113 | 19 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| City State Bank | History | No change | 100 | 17 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 82 | 13 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 67 | 11 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 58 | 9 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LRI Investments, LLC | History | No change | 50 | 8 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 42 | 7 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 36 | 6 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | No change | 37 | 6 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.03% | — | -450 | -100.0% | Q3 2026 | Oct 07, 2026 |
| BlackRock, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |