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 $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
9,139
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
9,027
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 80.79%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
8,999
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,196
shares
|
$935,336
0.0% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,695
shares
|
$740,236
0.1% of portfolio
|
Q4 2022
Added 7.55%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
5,556
shares
|
$722,168
0.17% of portfolio
|
Q2 2025
Added 555500.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
4,785
shares
|
$621,954
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,285
shares
|
$556,964
0.09% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
4,066
shares
|
$528,498
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
3,806
shares
|
$494,703
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
3,590
shares
|
$466,628
0.0% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,564
shares
|
$463,248
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,340
shares
|
$434,133
0.01% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,209
shares
|
$417,105
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
3,081
shares
|
$400,468
0.36% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
3,055
shares
|
$397,088
0.41% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,051
shares
|
$396,568
0.0% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,988
shares
|
$388,380
0.02% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,853
shares
|
$370,832
0.0% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
2,767
shares
|
$359,654
0.03% of portfolio
|
Q3 2025
Added 71.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,362
shares
|
$307,012
0.01% of portfolio
|
Q2 2025
Added 40.01%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
2,058
shares
|
$267,498
0.22% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,037
shares
|
$264,769
0.03% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
2,028
shares
|
$263,599
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
1,986
shares
|
$258,140
0.0% of portfolio
|
Q2 2025
New holding
|