VFMFVANGUARD WELLINGTON FD
CUSIP 921935607 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Wellington Fd (VFMF) has 94 institutional holders in Filings Flow’s 13F database, together reporting 1.55M shares worth $241M as of Q1 2026. The largest reported holders are Anderson Hoagland & Co, Envestnet Asset Management Inc, and Brass Tax Wealth Management, Inc.
Institutional Holders
94
Q1 2026
Reported Value
$241M
Ticker
VFMF
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ANDERSON HOAGLAND & CO$1.3B AUM | 4.11% | $48M | 307.9K | Q1 2026 |
| BRASS TAX WEALTH MANAGEMENT, INC$602M AUM | 3.97% | $24M | 165.5K | Q3 2025OLDER |
| Systelligence, LLC$514M AUM | 3.25% | $17M | 108.0K | Q1 2026 |
| Storen Legacy Partners, LLC$367M AUM | 2.85% | $9M | 58.7K | Q1 2026 |
| Rooted Wealth Advisors, Inc.$379M AUM | 2.06% | $8M | 47.0K | Q1 2026 |
| Cedar Point Capital Partners, LLC$154M AUM | 1.56% | $2M | 15.5K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 1.44% | $3M | 17.7K | Q1 2026 |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 1.25% | $2M | 14.2K | Q1 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 1.01% | $2M | 15.0K | Q1 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$689M AUM | 0.90% | $6M | 39.9K | Q1 2026 |
| Seed Wealth Management, Inc.$145M AUM | 0.71% | $1M | 6.7K | Q1 2026 |
| Partners in Financial Planning$603M AUM | 0.50% | $3M | 19.3K | Q1 2026 |
| RHS Financial, LLC$211M AUM | 0.47% | $984,261 | 6.3K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.33% | $2M | 15.9K | Q1 2026 |
| VICTORY FINANCIAL GROUP, LLC$814M AUM | 0.29% | $2M | 15.4K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.29% | $340,873 | 2.2K | Q1 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD$667M AUM | 0.21% | $1M | 9.1K | Q1 2026 |
| Onyx Bridge Wealth Group LLC$930M AUM | 0.21% | $2M | 12.3K | Q1 2026 |
| ADVISORTRUST PARTNERS, LLC$240M AUM | 0.20% | $483,059 | 3.1K | Q1 2026 |
| Capital Square, LLC$217M AUM | 0.19% | $402,743 | 2.4K | Q1 2026 |
| BridgePort Financial Solutions, LLC$353M AUM | 0.19% | $653,664 | 4.2K | Q1 2026 |
| Coquina Private Wealth LLC$124M AUM | 0.18% | $217,725 | 1.4K | Q1 2026 |
| Cassia Capital Partners, LLC$194M AUM | 0.17% | $326,898 | 2.1K | Q1 2026 |
| First Citizens Financial Corp$239M AUM | 0.16% | $345,352 | 2.2K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.16% | $1M | 7.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.16% | $7M | 43.8K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.14% | $10M | 66.9K | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.10% | $2M | 13.6K | Q1 2026 |
| TAGStone Capital, Inc.$283M AUM | 0.10% | $276,241 | 1.8K | Q1 2026 |
| Clark Asset Management, LLC$1.3B AUM | 0.09% | $983,831 | 6.3K | Q1 2026 |
| COWA, LLC$371M AUM | 0.09% | $317,904 | 2.0K | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.08% | $590,710 | 3.8K | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.06% | $272,777 | 1.8K | Q1 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.05% | $301,001 | 1.9K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.05% | $2M | 14.6K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 11.1K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.02% | $281,070 | 1.8K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.02% | $1M | 8.1K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $952,046 | 6.1K | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.02% | $151,819 | 979 | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.02% | $188,423 | 1.2K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.02% | $197,256 | 1.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $888,087 | 6.6K | Q2 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $399,163 | 2.6K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.01% | $49,779 | 321 | Q1 2026 |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.01% | $53,656 | 346 | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 7.5K | Q1 2026 |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $207,565 | 1.3K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $32,983 | 213 | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $213,848 | 1.4K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $339,101 | 2.2K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $360,685 | 2.5K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $253,125 | 2.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $26M | 165.3K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $230,907 | 1.5K | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $21,801 | 141 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $68,518 | 438 | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $373,648 | 2.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 19.8K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 7.9K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $63,769 | 442 | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $46,523 | 300 | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $236,682 | 1.5K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $146,333 | 1.1K | Q2 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 16.7K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $1M | 8.3K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $51,095 | 339 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $13M | 81.3K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $266,885 | 1.7K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $35,928 | 232 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $77,538 | 500 | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $206,454 | 1.5K | Q2 2025OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $4,139 | 31 | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 55.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $469,102 | 3.0K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $127,827 | 886 | Q3 2025OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $15,072 | 100 | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $731,170 | 4.7K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $130,286 | 840 | Q1 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $202,571 | 1.3K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $358,320 | 2.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 7.6K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $243,266 | 1.6K | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $1M | 9.3K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $7,754 | 50 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $30,791 | 204 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 16.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $329,792 | 2.1K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $1,729 | 11 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $8,069 | 60 | Q2 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $1,706 | 11 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 7.9K | Q2 2025OLDER |
| Basepoint Wealth LLC$175M AUM | 0.00% | $310 | 2 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $33,341 | 215 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 7.1K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 9.2K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $2,946 | 19 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 6.7K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $28,676 | 185 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $414,035 | 2.7K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $80,329 | 518 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $15,818 | 102 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3,178 | 21 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,861 | 12 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $6,052 | 45 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $42,960 | 282 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $22,608 | 150 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1,206 | 8 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $151 | 1 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $103 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.