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 627,175 shares, which have been reported (via 13F filing form) to have a value of $77.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,889
shares
|
$232,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,808
shares
|
$222,691
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
1,789
shares
|
$220,351
0.05% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
1,651
shares
|
$203,353
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,649
shares
|
$203,107
0.07% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,489
shares
|
$183,400
0.0% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,395
shares
|
$171,822
0.0% of portfolio
|
Q2 2024
Reduced 60.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
762
shares
|
$93,855
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
740
shares
|
$91,145
0.0% of portfolio
|
Q1 2020
Reduced 4.59%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
596
shares
|
$73,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
415
shares
|
$51,115
0.0% of portfolio
|
Q3 2024
Added 66.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
274
shares
|
$33,748
0.0% of portfolio
|
Q2 2021
Reduced 79.99%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
100
shares
|
$12,317
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
84
shares
|
$10,346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
65
shares
|
$8,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
63
shares
|
$7,759
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2
shares
|
$246
0.0% of portfolio
|
Q3 2024
Reduced 94.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|