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 46 institutions that hold shares in the stock, with a total of 752,579 shares, which have been reported (via 13F filing form) to have a value of $95.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
179,328
shares
|
$22.7 Million
2.32% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
101,199
shares
|
$12.8 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
|
$8.68 Million
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
57,993
shares
|
$7.36 Million
4.37% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
40,768
shares
|
$5.17 Million
3.27% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
35,711
shares
|
$4.53 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
28,867
shares
|
$3.66 Million
0.0% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
26,197
shares
|
$3.32 Million
0.01% of portfolio
|
Q4 2024
Added 438.7%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,470
shares
|
$3.1 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
|
$2.79 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
20,491
shares
|
$2.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 46.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,500
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2022
Added 15.89%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
13,510
shares
|
$1.71 Million
0.01% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
12,390
shares
|
$1.57 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
|
$1.38 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,979
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
8,934
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2024
Added 309.0%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
8,448
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Added 164.99%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
8,284
shares
|
$1.05 Million
0.33% of portfolio
|
Q4 2024
Added 402.37%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
6,317
shares
|
$801,311
0.0% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,695
shares
|
$722,410
0.1% of portfolio
|
Q4 2022
Added 7.55%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
5,556
shares
|
$704,778
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Jan 28, 2025 Q4 2024 |
5,425
shares
|
$688,161
3.03% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
5,029
shares
|
$637,928
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
4,632
shares
|
$587,569
0.37% of portfolio
|
Q1 2024
Reduced 9.65%
|