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 |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
9,101
shares
|
$1.17 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
9,027
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 80.79%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
8,102
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
7,008
shares
|
$897,234
0.0% of portfolio
|
Q2 2025
Reduced 74.15%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,695
shares
|
$729,130
0.1% of portfolio
|
Q4 2022
Added 7.55%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
5,556
shares
|
$711,334
0.17% of portfolio
|
Q2 2025
Added 555500.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
4,785
shares
|
$612,623
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 22, 2025 Q2 2025 |
4,167
shares
|
$533,501
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
4,066
shares
|
$520,569
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,890
shares
|
$498,036
0.1% of portfolio
|
Q2 2025
Added 108.58%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
3,806
shares
|
$487,282
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,564
shares
|
$456,298
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
3,514
shares
|
$449,897
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,340
shares
|
$427,620
0.01% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,209
shares
|
$410,848
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
3,190
shares
|
$408,415
0.0% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
3,081
shares
|
$394,460
0.36% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,051
shares
|
$390,619
0.0% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,988
shares
|
$382,553
0.02% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,853
shares
|
$365,269
0.0% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,362
shares
|
$302,406
0.01% of portfolio
|
Q2 2025
Added 40.01%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
2,179
shares
|
$278,977
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,037
shares
|
$260,797
0.03% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
1,986
shares
|
$254,267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
1,975
shares
|
$252,859
0.0% of portfolio
|
Q1 2025
New holding
|