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 |
---|---|---|---|---|---|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,963
shares
|
$251,322
0.01% of portfolio
|
Q2 2025
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,958
shares
|
$250,682
0.01% of portfolio
|
Q2 2025
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,813
shares
|
$232,118
0.0% of portfolio
|
Q2 2025
Reduced 57.8%
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,755
shares
|
$224,692
0.02% of portfolio
|
Q2 2025
Reduced 99.13%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
1,748
shares
|
$223,796
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,651
shares
|
$211,377
0.31% of portfolio
|
Q4 2022
New holding
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
1,616
shares
|
$206,896
0.12% of portfolio
|
Q2 2025
New holding
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
1,616
shares
|
$206,896
0.02% of portfolio
|
Q2 2025
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
773
shares
|
$98,967
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
740
shares
|
$94,742
0.0% of portfolio
|
Q1 2020
Reduced 4.59%
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
526
shares
|
$67,343
0.0% of portfolio
|
Q2 2025
Added 4283.33%
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
459
shares
|
$58,765
0.0% of portfolio
|
Q2 2025
Added 10.6%
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
305
shares
|
$39,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
274
shares
|
$35,080
0.0% of portfolio
|
Q2 2021
Reduced 79.99%
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
270
shares
|
$34,568
0.01% of portfolio
|
Q1 2025
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
250
shares
|
$32,007
0.0% of portfolio
|
Q2 2025
Reduced 83.4%
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
232
shares
|
$29,702
0.0% of portfolio
|
Q2 2025
Added 307.02%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
210
shares
|
$26,886
0.0% of portfolio
|
Q2 2025
New holding
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
177
shares
|
$22,661
0.0% of portfolio
|
Q2 2025
New holding
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
163
shares
|
$20,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
130
shares
|
$16,643
0.0% of portfolio
|
Q1 2025
New holding
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
100
shares
|
$12,803
0.0% of portfolio
|
Q1 2022
New holding
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
65
shares
|
$8,321
0.0% of portfolio
|
Q3 2024
New holding
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
63
shares
|
$8,065
0.0% of portfolio
|
Q4 2018
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|