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 38 institutions that hold shares in the stock, with a total of 573,317 shares, which have been reported (via 13F filing form) to have a value of $70 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
184,593
shares
|
$22.6 Million
2.33% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
94,550
shares
|
$11.6 Million
0.26% of portfolio
|
Q3 2024
Added 67.06%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
55,490
shares
|
$6.78 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
40,768
shares
|
$4.98 Million
3.27% of portfolio
|
Q3 2023
New holding
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
35,764
shares
|
$4.37 Million
0.07% of portfolio
|
Q3 2024
Added 3.13%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
27,240
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2024
Added 2.67%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
16,224
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2024
Added 29.54%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,500
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2022
Added 15.89%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
13,511
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
11,676
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2024
Added 3.79%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 10, 2024 Q2 2024 |
11,360
shares
|
$1.39 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
8,480
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Added 6.76%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
8,289
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,695
shares
|
$695,815
0.1% of portfolio
|
Q4 2022
Added 7.55%
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
5,556
shares
|
$678,832
0.23% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
4,991
shares
|
$609,800
0.0% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,849
shares
|
$592,450
0.0% of portfolio
|
Q3 2024
Added 24.24%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
3,765
shares
|
$460,007
0.0% of portfolio
|
Q1 2024
Added 0.8%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
3,387
shares
|
$413,823
0.01% of portfolio
|
Q2 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
3,300
shares
|
$403,194
0.28% of portfolio
|
Q4 2023
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
2,626
shares
|
$320,844
0.0% of portfolio
|
Q2 2024
Added 6.19%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
2,220
shares
|
$271,239
0.04% of portfolio
|
Q2 2024
Added 4.13%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
2,219
shares
|
$271,117
0.01% of portfolio
|
Q1 2024
New holding
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,808
shares
|
$220,901
0.01% of portfolio
|
Q3 2024
New holding
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
1,789
shares
|
$218,580
0.05% of portfolio
|
Q3 2024
Reduced 5.89%
|