Vanguard Wellington Fd VFMV
Institutional shares held
1 Million
0
calls
0
puts
Total value of holdings
$124M
$0
calls
$0
puts
# of Institutions
53
We take great care to ensure that the data presented and summarized in this overview for VANGUARD WELLINGTON FD is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding VFMV
View all-
Tanglewood Wealth Management, Inc.202KShares$25 Million2.98% of portfolio
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Anderson Hoagland & CO178KShares$22.1 Million2.43% of portfolio
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Foundations Investment Advisors, LLC101KShares$12.5 Million0.25% of portfolio
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New Edge Advisors, LLC New Orleans, LA68.4KShares$8.48 Million0.05% of portfolio
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Martin Worley Group Cottonwood Heights, UT65.6KShares$8.13 Million4.75% of portfolio
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Milestone Advisory Partners40.8KShares$5.05 Million3.27% of portfolio
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Umb Bank, N.A.34.3KShares$4.25 Million0.07% of portfolio
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Ubs Group Ag28.9KShares$3.58 Million0.0% of portfolio
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Cambridge Investment Research Advisors, Inc.28.5KShares$3.53 Million0.01% of portfolio
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Commonwealth Equity Services, LLC24.5KShares$3.03 Million0.0% of portfolio