VFMOVANGUARD WELLINGTON FD
CUSIP 921935508 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Wellington Fd (VFMO) has 170 institutional holders in Filings Flow’s 13F database, together reporting 3.26M shares worth $623M as of Q1 2026. The largest reported holders are Ritholtz Wealth Management, Strategic Financial Services, Inc., and Great Valley Advisor Group, Inc..
Institutional Holders
170
Q1 2026
Reported Value
$623M
Ticker
VFMO
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WIN ADVISORS, INC$219M AUM | 5.01% | $11M | 55.5K | Q1 2026 |
| Systelligence, LLC$514M AUM | 3.95% | $20M | 103.0K | Q1 2026 |
| Strategic Financial Services, Inc.$2.1B AUM | 2.68% | $56M | 285.5K | Q1 2026 |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 2.66% | $23M | 117.5K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 2.42% | $139M | 707.2K | Q1 2026 |
| ANDERSON HOAGLAND & CO$1.3B AUM | 1.94% | $23M | 114.2K | Q1 2026 |
| Financial Freedom, LLC$201M AUM | 1.89% | $4M | 19.2K | Q1 2026 |
| LINCOLN CAPITAL CORP$272M AUM | 1.87% | $5M | 25.7K | Q1 2026 |
| Wilkins Miller Wealth Management, LLC$165M AUM | 1.70% | $3M | 14.2K | Q1 2026 |
| Valued Retirements, Inc.$102M AUM | 1.66% | $2M | 8.6K | Q1 2026 |
| Armbruster Capital Management, Inc.$671M AUM | 1.60% | $10M | 49.6K | Q1 2026 |
| DAVIDSON INVESTMENT ADVISORS$2.3B AUM | 1.31% | $30M | 153.5K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 1.24% | $10M | 52.8K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 1.24% | $6M | 32.0K | Q1 2026 |
| Certus Wealth Management, LLC$167M AUM | 1.04% | $2M | 9.1K | Q3 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.99% | $2M | 7.7K | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.97% | $2M | 8.2K | Q1 2026 |
| Odyssey Capital Advisors, Inc.$112M AUM | 0.89% | $989,041 | 5.0K | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 0.79% | $2M | 9.8K | Q1 2026 |
| Nova R Wealth, Inc.$313M AUM | 0.76% | $2M | 12.0K | Q1 2026 |
| Redwood Family Wealth LLC$102M AUM | 0.72% | $739,125 | 3.8K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.71% | $1M | 6.9K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.58% | $32M | 160.6K | Q1 2026 |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.53% | $1M | 8.0K | Q2 2025OLDER |
| BUILDER INVESTMENT GROUP INC /ADV$461M AUM | 0.51% | $2M | 11.9K | Q1 2026 |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.48% | $4M | 22.0K | Q1 2026 |
| Elevation Capital Advisory, LLC$235M AUM | 0.48% | $1M | 5.7K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.40% | $476,065 | 2.4K | Q1 2026 |
| Virtus Family Office LLC$117M AUM | 0.40% | $465,156 | 2.4K | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.37% | $22M | 109.2K | Q1 2026 |
| IAM Advisory, LLC$446M AUM | 0.36% | $2M | 8.1K | Q1 2026 |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.33% | $5M | 27.4K | Q1 2026 |
| Seed Wealth Management, Inc.$145M AUM | 0.32% | $459,243 | 2.3K | Q1 2026 |
| Payne Capital LLC$109M AUM | 0.26% | $287,568 | 1.5K | Q1 2026 |
| Orcam Financial Group$141M AUM | 0.24% | $343,933 | 1.7K | Q1 2026 |
| Coquina Private Wealth LLC$124M AUM | 0.24% | $292,496 | 1.5K | Q1 2026 |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.23% | $477,824 | 2.4K | Q1 2026 |
| LAZARI CAPITAL MANAGEMENT, INC.$287M AUM | 0.21% | $607,736 | 3.1K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.21% | $2M | 9.2K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.19% | $2M | 10.4K | Q1 2026 |
| DAVIDSON TRUST CO$232M AUM | 0.19% | $437,168 | 2.2K | Q1 2026 |
| Clark Wealth Partners$149M AUM | 0.18% | $271,013 | 1.4K | Q1 2026 |
| Avant Capital LLC$142M AUM | 0.18% | $252,288 | 1.3K | Q1 2026 |
| McCartney Wealth Management LLC$119M AUM | 0.17% | $205,043 | 1.0K | Q1 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.13% | $232,099 | 1.2K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.13% | $2M | 9.3K | Q1 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.13% | $430,313 | 2.3K | Q4 2025OLDER |
| WealthCare Investment Partners, LLC$360M AUM | 0.12% | $439,079 | 2.2K | Q1 2026 |
| Stonehearth Capital Management, LLC$293M AUM | 0.12% | $307,279 | 1.6K | Q1 2026 |
| Breakwater Capital Group$833M AUM | 0.10% | $739,125 | 3.8K | Q1 2026 |
| GSG Advisors LLC$385M AUM | 0.09% | $354,977 | 1.8K | Q1 2026 |
| United Advisor Group, LLC$811M AUM | 0.08% | $651,030 | 3.3K | Q1 2026 |
| UPTICK PARTNERS, LLC$502M AUM | 0.07% | $351,660 | 1.8K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.07% | $1M | 6.9K | Q1 2026 |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.06% | $234,155 | 1.2K | Q1 2026 |
| BLB&B Advisors, LLC$2.4B AUM | 0.06% | $1M | 7.3K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.05% | $4M | 19.5K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.05% | $666,673 | 3.4K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.05% | $206,364 | 1.0K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.05% | $757,258 | 3.8K | Q1 2026 |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.04% | $348,276 | 1.8K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.04% | $580,054 | 2.9K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.04% | $5M | 26.6K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.04% | $8M | 39.4K | Q1 2026 |
| City State Bank$385M AUM | 0.03% | $118,260 | 600 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 14.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 30.2K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $687,533 | 3.5K | Q1 2026 |
| Diversify Advisory Services, LLC$655M AUM | 0.02% | $758,539 | 3.7K | Q4 2025OLDER |
| TECTONIC ADVISORS LLC$1.9B AUM | 0.02% | $446,928 | 2.3K | Q4 2025OLDER |
| Soltis Investment Advisors LLC$1.6B AUM | 0.02% | $371,778 | 1.9K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $319,886 | 1.6K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 33.3K | Q4 2025OLDER |
| Graypoint LLC$1.8B AUM | 0.02% | $368,330 | 2.1K | Q2 2025OLDER |
| High Note Wealth, LLC$509M AUM | 0.02% | $94,017 | 477 | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.02% | $1M | 6.6K | Q4 2025OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $233,387 | 1.2K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $328,025 | 1.7K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $905,643 | 4.7K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $15M | 75.5K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $712,930 | 3.6K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $755,187 | 3.5K | Q1 2026 |
| Cadence Bank$1.7B AUM | 0.01% | $229,500 | 1.2K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $866,066 | 4.4K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $819,739 | 4.2K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $568,203 | 3.0K | Q4 2025OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.01% | $19,160 | 100 | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.01% | $690,730 | 3.5K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $496,692 | 2.5K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 5.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $729,232 | 3.7K | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 5.9K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $457,758 | 2.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 13.7K | Q1 2026 |
| Empirical Finance, LLC$2.1B AUM | 0.01% | $204,984 | 1.0K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 10.1K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $327,273 | 1.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $30M | 150.0K | Q1 2026 |
| Foster Group, Inc.$3.8B AUM | 0.01% | $305,194 | 1.5K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $5M | 29.3K | Q2 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.01% | $24,638 | 125 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $30M | 151.9K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $337,277 | 2.0K | Q2 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $465,747 | 2.4K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $571,188 | 2.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 6.0K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $20,727 | 105 | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $702,450 | 3.6K | Q1 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $201,016 | 1.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 23.8K | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $251,303 | 1.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $643,468 | 3.3K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $307,454 | 1.6K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.01% | $2M | 8.2K | Q4 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $1M | 6.4K | Q2 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $476,657 | 2.4K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $14,980 | 76 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $18M | 91.8K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $297,593 | 1.5K | Q1 2026 |
| Tidal Investments LLC$47.4B AUM | 0.00% | $2M | 10.5K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 16.1K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $931,298 | 4.7K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $67,320 | 352 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $64,184 | 335 | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $228,833 | 1.2K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.00% | $372,459 | 1.9K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $216,810 | 1.1K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $241,434 | 1.2K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $64,129 | 325 | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $200,404 | 1.0K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $475,519 | 2.4K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.00% | $13,206 | 67 | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $256,658 | 1.3K | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 13.5K | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $39,815 | 202 | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $381,230 | 2.0K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $27,791 | 141 | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $984,282 | 5.0K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $22,863 | 116 | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $426,524 | 2.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 7.2K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $69,796 | 354 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $89,888 | 470 | Q4 2025OLDER |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $78,324 | 454 | Q2 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 5.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 5.7K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $1M | 7.0K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $236,520 | 1.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 43.3K | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $7,687 | 39 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $40,997 | 208 | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $216,810 | 1.1K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $554,866 | 2.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 20.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $299,003 | 1.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 33.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $20,696 | 105 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $627,329 | 3.2K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $6,307 | 32 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $102,319 | 535 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $68,985 | 350 | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $11,038 | 56 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $487,823 | 2.5K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $8,316 | 42 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $274,389 | 1.4K | Q1 2026 |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $5,913 | 30 | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $19,710 | 100 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $55,312 | 281 | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.00% | $2,869 | 15 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 6.8K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $18,724 | 95 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $2,002 | 10 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $493,736 | 2.5K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $1,774 | 9 | Q1 2026 |
| Kilter Group LLC$232M AUM | 0.00% | $121 | 1 | Q2 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $78,840 | 400 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $404,646 | 2.1K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $16,754 | 85 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $71,000 | 412 | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $434,346 | 2.3K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $394 | 2 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,957 | 15 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3,548 | 18 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1,341 | 7 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3,024 | 15 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $101 | 1 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $141 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.