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 $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
201,853
shares
|
$25 Million
2.98% of portfolio
|
Q1 2025
New holding
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
178,112
shares
|
$22.1 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
133,637
shares
|
$16.6 Million
0.33% of portfolio
|
Q1 2025
Added 32.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
69,505
shares
|
$8.61 Million
0.05% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
65,624
shares
|
$8.13 Million
4.75% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
43,326
shares
|
$5.37 Million
0.0% of portfolio
|
Q1 2025
Added 50.09%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
40,768
shares
|
$5.05 Million
3.27% of portfolio
|
Q3 2023
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
34,312
shares
|
$4.25 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
33,365
shares
|
$4.13 Million
0.0% of portfolio
|
Q1 2025
Added 62.83%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
32,014
shares
|
$3.97 Million
0.47% of portfolio
|
Q1 2025
Added 45.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
30,840
shares
|
$3.82 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,497
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2025
Added 8.78%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
27,112
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
21,600
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
21,502
shares
|
$2.66 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Apr 23, 2025 Q1 2025 |
20,815
shares
|
$2.58 Million
8.55% of portfolio
|
Q1 2025
Added 283.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,659
shares
|
$2.06 Million
0.02% of portfolio
|
Q1 2025
Added 97.19%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,500
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2022
Added 15.89%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
14,363
shares
|
$1.78 Million
0.18% of portfolio
|
Q1 2025
Added 185.6%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,359
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
13,103
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
12,816
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
11,969
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
9,969
shares
|
$1.24 Million
0.24% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
9,009
shares
|
$1.12 Million
0.12% of portfolio
|
Q1 2025
Added 0.84%
|