VFMVVANGUARD WELLINGTON FD
CUSIP 921935409 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Wellington Fd (VFMV) has 83 institutional holders in Filings Flow’s 13F database, together reporting 1.55M shares worth $207M as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Anderson Hoagland & Co, and Foundations Investment Advisors, LLC.
Institutional Holders
83
Q1 2026
Reported Value
$207M
Ticker
VFMV
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $27M | 200.1K | Q1 2026 |
| ANDERSON HOAGLAND & CO$1.3B AUM | 2.10% | $24M | 183.5K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.27% | $22M | 163.2K | Q1 2026 |
| RFP Financial Group LLC$184M AUM | 9.03% | $17M | 124.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $12M | 89.7K | Q1 2026 |
| Martin Worley Group$204M AUM | 4.54% | $9M | 72.4K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 65.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.03% | $8M | 61.0K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.05% | $7M | 54.3K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.04% | $6M | 48.4K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.08% | $6M | 42.7K | Q1 2026 |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.41% | $5M | 40.4K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.33% | $5M | 34.0K | Q1 2026 |
| Sculati Wealth Management, LLC$271M AUM | 1.64% | $4M | 33.4K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.24% | $4M | 30.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $4M | 29.1K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 25.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 22.0K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.07% | $3M | 20.5K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $3M | 19.3K | Q1 2026 |
| Cornerstone Planning, LLC$443M AUM | 0.58% | $3M | 19.2K | Q1 2026 |
| Independence Asset Advisors, LLC$277M AUM | 0.89% | $2M | 18.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 17.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.03% | $2M | 15.5K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 15.6K | Q2 2025OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.05% | $2M | 13.8K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 11.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 10.9K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.47% | $1M | 10.1K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 10.1K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.08% | $1M | 9.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 8.2K | Q1 2026 |
| Compass Financial Group, INC/SD$715M AUM | 0.15% | $1M | 8.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 7.9K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.07% | $1M | 8.1K | Q2 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $938,714 | 7.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $904,840 | 6.8K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $887,110 | 6.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $794,755 | 6.0K | Q1 2026 |
| Interchange Capital Partners, LLC$317M AUM | 0.22% | $704,167 | 5.6K | Q1 2026 |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.04% | $619,586 | 4.7K | Q1 2026 |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.27% | $619,586 | 4.7K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.04% | $581,132 | 4.4K | Q1 2026 |
| Apollon Financial, LLC$723M AUM | 0.08% | $560,232 | 4.2K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $541,713 | 4.1K | Q1 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$206M AUM | 0.31% | $534,334 | 4.2K | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $517,865 | 3.9K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.01% | $488,043 | 3.8K | Q2 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $428,734 | 3.2K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $428,004 | 3.3K | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $425,004 | 3.2K | Q1 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $424,379 | 3.2K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $408,350 | 3.1K | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.24% | $405,778 | 3.0K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $404,872 | 3.0K | Q1 2026 |
| Retireful, LLC$71M AUM | 0.39% | $401,146 | 3.1K | Q3 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $385,171 | 2.9K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $330,677 | 2.5K | Q1 2026 |
| Elm3 Financial Group, LLC$118M AUM | 0.26% | $310,959 | 2.3K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $304,164 | 2.3K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $302,861 | 2.4K | Q2 2025OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.02% | $297,636 | 2.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $295,810 | 2.3K | Q4 2025OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.02% | $268,859 | 2.0K | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $255,359 | 1.9K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $254,665 | 2.0K | Q2 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $254,469 | 1.9K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $253,924 | 1.9K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $227,619 | 1.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $227,452 | 1.7K | Q1 2026 |
| Tanglewood Wealth Management, Inc.$1.2B AUM | 0.02% | $225,044 | 1.8K | Q2 2025OLDER |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.04% | $218,055 | 1.6K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $168,829 | 1.3K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $104,587 | 785 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $75,408 | 566 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $68,613 | 515 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $61,153 | 459 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $43,850 | 328 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $41,351 | 310 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $40,863 | 307 | Q1 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.01% | $35,973 | 270 | Q1 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.01% | $30,732 | 230 | Q1 2026 |
| ARMSTRONG ADVISORY GROUP, INC$1.5B AUM | 0.00% | $27,979 | 210 | Q1 2026 |
| Nova Wealth Management, Inc.$154M AUM | 0.02% | $24,648 | 185 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $22,573 | 177 | Q2 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $19,452 | 146 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $19,235 | 150 | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $17,320 | 130 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $16,254 | 122 | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $15,518 | 116 | Q1 2026 |
| City State Bank$385M AUM | 0.00% | $13,323 | 100 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $12,923 | 97 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $11,191 | 84 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $8,798 | 67 | Q3 2025OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $8,660 | 65 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $8,393 | 63 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $7,727 | 58 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $6,795 | 51 | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $178 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.