VFQYVANGUARD WELLINGTON FD
CUSIP 921935706 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Wellington Fd (VFQY) has 96 institutional holders in Filings Flow’s 13F database, together reporting 1.08M shares worth $155M as of Q1 2026. The largest reported holders are Armbruster Capital Management, Inc., Foundations Investment Advisors, LLC, and Pure Financial Advisors, LLC.
Institutional Holders
96
Q1 2026
Reported Value
$155M
Ticker
VFQY
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cedar Point Capital Partners, LLC$154M AUM | 6.58% | $10M | 67.1K | Q4 2025OLDER |
| Genesis Wealth Advisors, LLC$150M AUM | 5.92% | $9M | 59.4K | Q1 2026 |
| Armbruster Capital Management, Inc.$671M AUM | 4.66% | $28M | 190.4K | Q1 2026 |
| Cannon Wealth Management Services, LLC$148M AUM | 2.81% | $4M | 27.8K | Q1 2026 |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 1.62% | $4M | 28.1K | Q1 2026 |
| Hobart Private Capital, LLC$583M AUM | 1.39% | $7M | 47.5K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 1.34% | $4M | 27.5K | Q1 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.81% | $1M | 8.3K | Q1 2026 |
| Caitlin John, LLC$167M AUM | 0.48% | $795,813 | 5.3K | Q1 2026 |
| Total Clarity Wealth Management, Inc.$426M AUM | 0.40% | $1M | 9.8K | Q2 2025OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.29% | $20M | 137.0K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.27% | $21M | 144.1K | Q1 2026 |
| Royal Fund Management, LLC$1.1B AUM | 0.24% | $3M | 16.8K | Q1 2026 |
| Coastline Trust Co$1.0B AUM | 0.21% | $2M | 14.2K | Q1 2026 |
| Arrowroot Family Office, LLC$302M AUM | 0.21% | $633,072 | 4.2K | Q1 2026 |
| GSG Advisors LLC$385M AUM | 0.17% | $641,049 | 4.3K | Q1 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 0.14% | $509,254 | 3.4K | Q1 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.14% | $245,516 | 1.6K | Q1 2026 |
| Blackston Financial Advisory Group, LLC$160M AUM | 0.13% | $212,182 | 1.4K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.11% | $497,306 | 3.1K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.08% | $2M | 12.1K | Q1 2026 |
| Security Financial Services, INC.$632M AUM | 0.08% | $505,579 | 3.4K | Q1 2026 |
| Professional Financial Advisors, LLC$578M AUM | 0.07% | $354,094 | 2.4K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.05% | $466,949 | 3.1K | Q1 2026 |
| FIRST COMMUNITY TRUST NA$136M AUM | 0.05% | $67,155 | 450 | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.05% | $352,936 | 2.4K | Q1 2026 |
| Basepoint Wealth LLC$175M AUM | 0.04% | $75,810 | 508 | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.04% | $2M | 11.8K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.04% | $649,013 | 4.3K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.03% | $498,543 | 3.3K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $606,961 | 4.0K | Q3 2025OLDER |
| United Advisor Group, LLC$811M AUM | 0.03% | $205,956 | 1.4K | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $65,961 | 442 | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.02% | $634,836 | 4.3K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.02% | $507,968 | 3.4K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $890,391 | 5.8K | Q4 2025OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $848,844 | 5.5K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.01% | $411,902 | 2.9K | Q3 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $298,466 | 2.0K | Q1 2026 |
| Center for Financial Planning, Inc.$958M AUM | 0.01% | $134,310 | 900 | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $11M | 75.3K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 9.1K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.01% | $41,487 | 278 | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $324,134 | 2.2K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.01% | $200,593 | 1.3K | Q3 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.01% | $19,323 | 129 | Q1 2026 |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.01% | $200,420 | 1.3K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $734,524 | 4.9K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 19.5K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $721,840 | 4.8K | Q1 2026 |
| City State Bank$385M AUM | 0.00% | $14,923 | 100 | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $210,418 | 1.4K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $597,176 | 4.0K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $45,069 | 302 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $40,890 | 274 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $527,408 | 3.5K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $94,614 | 634 | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 12.9K | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $32,203 | 216 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $109,835 | 736 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $32,713 | 218 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $470,084 | 3.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 14.9K | Q2 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $263,545 | 1.8K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 15.3K | Q1 2026 |
| FSA Wealth Management LLC$273M AUM | 0.00% | $4,861 | 26 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $79,243 | 531 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $5,522 | 37 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 28.0K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $219,820 | 1.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 22.4K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $9,123 | 61 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $20,594 | 138 | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $340,291 | 2.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $495,140 | 3.3K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $412,789 | 2.8K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $9,993 | 67 | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 0.00% | $5,340 | 36 | Q1 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $30,791 | 206 | Q1 2026 |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $39,397 | 264 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $7,905 | 55 | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $88,094 | 574 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $88,978 | 580 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $515,378 | 3.5K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $226,834 | 1.5K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $31,791 | 213 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $30,612 | 204 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 14.8K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $26,754 | 177 | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $73,721 | 494 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $36,562 | 245 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $814,761 | 5.3K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $707,527 | 4.6K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $149,233 | 1.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $439,000 | 2.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $507,941 | 3.3K | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $25,370 | 170 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $17,006 | 114 | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,874 | 20 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $263,445 | 1.8K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $23,728 | 159 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $6,268 | 42 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $56,858 | 381 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $4,886 | 34 | Q2 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,045 | 7 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $70,108 | 457 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $104 | 1 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $46 | 0 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $137 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.