Institutional Ownership Vanguard Wellington Fd (VFMV)
This table provides information about the institutional ownership of Vanguard Wellington Fd (VFMV). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 1 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
201,853
shares
|
$25 Million
2.98% of portfolio
|
Q1 2025
New holding
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
178,112
shares
|
$22.1 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
101,199
shares
|
$12.5 Million
0.25% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
68,419
shares
|
$8.48 Million
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
65,624
shares
|
$8.13 Million
4.75% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
40,768
shares
|
$5.05 Million
3.27% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
34,312
shares
|
$4.25 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
28,867
shares
|
$3.58 Million
0.0% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,497
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,470
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Added 404.64%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
22,020
shares
|
$2.73 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Apr 23, 2025 Q1 2025 |
20,815
shares
|
$2.58 Million
8.55% of portfolio
|
Q1 2025
Added 283.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
20,491
shares
|
$2.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 46.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,500
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2022
Added 15.89%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
13,510
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
12,816
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
12,390
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
10,873
shares
|
$1.35 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,979
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
8,934
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
8,448
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 164.99%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
8,284
shares
|
$1.03 Million
0.33% of portfolio
|
Q4 2024
Added 402.37%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,695
shares
|
$705,610
0.1% of portfolio
|
Q4 2022
Added 7.55%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
5,556
shares
|
$688,388
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
5,029
shares
|
$623,093
0.06% of portfolio
|
Q4 2024
New holding
|