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 44 institutions that hold shares in the stock, with a total of 622,595 shares, which have been reported (via 13F filing form) to have a value of $76.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
179,328
shares
|
$22 Million
2.32% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
94,550
shares
|
$11.6 Million
0.26% of portfolio
|
Q3 2024
Added 67.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
68,377
shares
|
$8.39 Million
0.06% of portfolio
|
Q3 2024
Added 23.22%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
40,768
shares
|
$5 Million
3.27% of portfolio
|
Q3 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
38,626
shares
|
$4.74 Million
0.0% of portfolio
|
Q3 2024
Added 138.08%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
35,711
shares
|
$4.38 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
27,125
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,500
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2022
Added 15.89%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
12,390
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,352
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
11,166
shares
|
$1.37 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
9,608
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
8,971
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
8,827
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 160.61%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,699
shares
|
$699,495
0.0% of portfolio
|
Q3 2024
Reduced 32.79%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
5,695
shares
|
$699,004
0.1% of portfolio
|
Q4 2022
Added 7.55%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
5,556
shares
|
$681,943
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
4,956
shares
|
$608,299
0.39% of portfolio
|
Q3 2024
Added 50.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,863
shares
|
$596,884
0.0% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,849
shares
|
$595,166
0.0% of portfolio
|
Q3 2024
Added 24.24%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
3,590
shares
|
$440,636
0.0% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,188
shares
|
$391,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,589
shares
|
$317,773
0.02% of portfolio
|
Q4 2024
Added 43.2%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,220
shares
|
$272,482
0.04% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,219
shares
|
$272,360
0.01% of portfolio
|
Q1 2024
New holding
|