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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
740
shares
|
$91,686
0.0% of portfolio
|
Q1 2020
Reduced 4.59%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
415
shares
|
$51,418
0.0% of portfolio
|
Q3 2024
Added 66.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
305
shares
|
$37,789
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
274
shares
|
$33,948
0.0% of portfolio
|
Q2 2021
Reduced 79.99%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
270
shares
|
$33,453
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
163
shares
|
$20,195
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
130
shares
|
$16,107
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
100
shares
|
$12,390
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
65
shares
|
$8,053
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
63
shares
|
$7,805
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
57
shares
|
$7,062
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
12
shares
|
$1,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|