VFVAVANGUARD WELLINGTON FD
CUSIP 921935805 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Wellington Fd (VFVA) has 93 institutional holders in Filings Flow’s 13F database, together reporting 2.51M shares worth $338M as of Q1 2026. The largest reported holders are Vantagepoint Investment Advisers LLC, Armbruster Capital Management, Inc., and Anderson Hoagland & Co.
Institutional Holders
93
Q1 2026
Reported Value
$338M
Ticker
VFVA
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BURRUS FINANCIAL SERVICES, INC.$218M AUM | 12.23% | $27M | 198.5K | Q1 2026 |
| Armbruster Capital Management, Inc.$671M AUM | 9.53% | $58M | 432.0K | Q1 2026 |
| Sterling Manor Financial, LLC$160M AUM | 4.98% | $8M | 59.1K | Q1 2026 |
| ANDERSON HOAGLAND & CO$1.3B AUM | 2.88% | $33M | 248.4K | Q1 2026 |
| RFP Financial Group LLC$184M AUM | 2.24% | $5M | 35.1K | Q4 2025OLDER |
| CoreFirst Bank & Trust$189M AUM | 0.77% | $1M | 10.7K | Q4 2025OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.76% | $6M | 42.3K | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.73% | $1M | 8.6K | Q2 2025OLDER |
| Lebenthal Global Advisors, LLC$688M AUM | 0.61% | $4M | 31.2K | Q1 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC$11.8B AUM | 0.57% | $67M | 499.2K | Q1 2026 |
| Long Island Wealth Management, Inc.$216M AUM | 0.54% | $1M | 8.6K | Q1 2026 |
| Hara Capital LLC$200M AUM | 0.51% | $1M | 7.6K | Q1 2026 |
| Fortis Advisors, LLC$200M AUM | 0.47% | $859,487 | 6.5K | Q4 2025OLDER |
| Rockingstone Advisors LLC$218M AUM | 0.44% | $967,442 | 7.2K | Q1 2026 |
| Compass Advisory Group LLC$374M AUM | 0.40% | $2M | 11.2K | Q1 2026 |
| Stonehearth Capital Management, LLC$293M AUM | 0.33% | $843,735 | 6.3K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.31% | $2M | 13.3K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.18% | $29M | 215.6K | Q1 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.17% | $296,352 | 2.2K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.15% | $2M | 15.1K | Q1 2026 |
| Daviman Financial, LLC$169M AUM | 0.12% | $208,376 | 1.5K | Q1 2026 |
| Exit Wealth Advisors, LLC.$195M AUM | 0.12% | $239,454 | 1.8K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.11% | $10M | 76.7K | Q1 2026 |
| MOTIVE WEALTH ADVISORS$213M AUM | 0.11% | $237,990 | 1.8K | Q1 2026 |
| LAM GROUP, INC.$182M AUM | 0.11% | $194,511 | 1.4K | Q1 2026 |
| Smart Money Group LLC$344M AUM | 0.10% | $337,982 | 2.5K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.09% | $7M | 50.3K | Q1 2026 |
| Financial Partners Group, Inc$836M AUM | 0.08% | $703,682 | 5.2K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.08% | $1M | 8.7K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.06% | $1M | 7.5K | Q1 2026 |
| MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM | 0.06% | $13M | 93.3K | Q1 2026 |
| Visionary Wealth Advisors$2.3B AUM | 0.06% | $1M | 9.3K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.04% | $278,104 | 2.1K | Q1 2026 |
| Leonard Rickey Investment Advisors P.L.L.C.$578M AUM | 0.04% | $213,357 | 1.6K | Q1 2026 |
| MorganRosel Wealth Management, LLC$254M AUM | 0.04% | $129,302 | 1.1K | Q2 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $273,036 | 2.3K | Q2 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $590,435 | 4.4K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $449,867 | 3.3K | Q1 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.03% | $269,404 | 2.0K | Q1 2026 |
| Stokes Family Office, LLC$969M AUM | 0.03% | $274,589 | 2.1K | Q4 2025OLDER |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 0.02% | $104,323 | 775 | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.02% | $5M | 33.6K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.02% | $207,833 | 1.6K | Q3 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.02% | $4M | 26.3K | Q1 2026 |
| Pacific Center for Financial Services$394M AUM | 0.02% | $74,431 | 553 | Q1 2026 |
| Parkside Financial Bank & Trust$1.3B AUM | 0.02% | $240,549 | 1.8K | Q1 2026 |
| Caldwell Trust Co$1.1B AUM | 0.02% | $185,361 | 1.4K | Q4 2025OLDER |
| Graypoint LLC$1.8B AUM | 0.02% | $286,168 | 2.4K | Q2 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.01% | $539,566 | 4.6K | Q2 2025OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.01% | $22,705 | 171 | Q4 2025OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.01% | $1M | 9.1K | Q1 2026 |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.01% | $109,707 | 815 | Q1 2026 |
| True Wealth Design, LLC$360M AUM | 0.01% | $41,999 | 312 | Q1 2026 |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.01% | $25,094 | 186 | Q1 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $419,849 | 3.1K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 12.3K | Q2 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 8.8K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.01% | $348,712 | 2.7K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 24.6K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $751,797 | 5.6K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $357,184 | 2.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.00% | $251,451 | 1.9K | Q1 2026 |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $741,007 | 5.8K | Q3 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $2M | 14.4K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $372,331 | 2.8K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $5,654 | 42 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 14.6K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $333,136 | 2.5K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $545,171 | 4.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 13.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 67.0K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $408,405 | 3.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $41,802 | 353 | Q2 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $20,192 | 150 | Q1 2026 |
| MANNING & NAPIER ADVISORS LLC$7.1B AUM | 0.00% | $127,341 | 946 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $33,922 | 252 | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $737,797 | 5.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 33.8K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $3,770 | 28 | Q1 2026 |
| SHP Wealth Management$1.3B AUM | 0.00% | $13,461 | 100 | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $808,417 | 6.0K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $13,488 | 100 | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $602,974 | 4.5K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 8.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $10M | 73.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $45,767 | 340 | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $363,447 | 2.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $296,007 | 2.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 19.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $211,947 | 1.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $96,664 | 728 | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $953,927 | 7.1K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $1,346 | 10 | Q1 2026 |
| Perkins Coie Trust Co$603M AUM | 0.00% | $1,275 | 10 | Q3 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $58,256 | 433 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $12,754 | 100 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 9.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $636,336 | 5.4K | Q2 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $8,631 | 65 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $14,432 | 107 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $151,571 | 1.1K | Q1 2026 |
| Central Pacific Bank - Trust Division$984M AUM | 0.00% | $808 | 6 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $4,173 | 31 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $432,996 | 3.3K | Q4 2025OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $3,054 | 23 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $225,741 | 1.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $294,796 | 2.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $23,557 | 175 | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $9,442 | 70 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $36,188 | 306 | Q2 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $227,100 | 1.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $120,124 | 904 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6,192 | 46 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $269 | 2 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $133 | 1 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $84 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.