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 63 institutions that hold shares in the stock, with a total of 1.19 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
8,811
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
8,284
shares
|
$1.05 Million
0.33% of portfolio
|
Q4 2024
Added 402.37%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,695
shares
|
$722,069
0.1% of portfolio
|
Q4 2022
Added 7.55%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
5,556
shares
|
$704,445
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,993
shares
|
$633,062
0.0% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,296
shares
|
$544,689
0.0% of portfolio
|
Q4 2024
Reduced 45.0%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
4,187
shares
|
$530,869
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
4,187
shares
|
$530,869
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
3,906
shares
|
$495,241
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
3,690
shares
|
$467,855
0.46% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
3,606
shares
|
$457,204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
3,590
shares
|
$455,176
0.0% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
3,465
shares
|
$439,327
0.01% of portfolio
|
Q1 2025
Added 148.39%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
3,194
shares
|
$404,967
0.01% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,948
shares
|
$373,776
0.02% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,608
shares
|
$330,668
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,600
shares
|
$329,654
0.0% of portfolio
|
Q1 2025
Added 80.81%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2,037
shares
|
$258,271
0.03% of portfolio
|
Q1 2025
Reduced 35.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,975
shares
|
$250,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,865
shares
|
$236,463
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
1,747
shares
|
$221,502
0.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
1,687
shares
|
$213,894
0.01% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,651
shares
|
$209,330
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,506
shares
|
$190,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
769
shares
|
$97,501
0.01% of portfolio
|
Q1 2025
Added 0.39%
|