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 75 institutions that hold shares in the stock, with a total of 1.13 Million shares, which have been reported (via 13F filing form) to have a value of $145 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
178,461
shares
|
$22.8 Million
2.23% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
139,685
shares
|
$17.9 Million
0.3% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
95,580
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2025
Added 186.47%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
72,404
shares
|
$9.27 Million
5.07% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
67,662
shares
|
$8.66 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
59,621
shares
|
$7.63 Million
0.0% of portfolio
|
Q2 2025
Added 37.61%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
40,768
shares
|
$5.22 Million
3.27% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
34,230
shares
|
$4.38 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
33,875
shares
|
$4.34 Million
0.04% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
31,773
shares
|
$4.07 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
28,695
shares
|
$3.67 Million
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
22,990
shares
|
$2.94 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
21,900
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
21,502
shares
|
$2.75 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
21,363
shares
|
$2.74 Million
1.04% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Jul 29, 2025 Q2 2025 |
20,915
shares
|
$2.68 Million
1.67% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
20,293
shares
|
$2.6 Million
0.24% of portfolio
|
Q2 2025
Added 41.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,659
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
Added 97.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
15,573
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,500
shares
|
$1.86 Million
0.01% of portfolio
|
Q4 2022
Added 15.89%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
11,410
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.51%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
11,378
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,734
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
9,245
shares
|
$1.18 Million
0.46% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
9,139
shares
|
$1.17 Million
0.11% of portfolio
|
Q2 2025
Added 1.44%
|