Vault-13

VANGUARD WELLINGTON FD VFMV

US MINIMUM · ETP · CUSIP 921935409

87 institutional holders +5 vs Q1 2026
1,329,4141.3m shares reported held*
$185.4mreported value*
17 new 35 added 17 reduced 10 sold out net sold ≈ $30.7m (-220.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $139.44.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 26Q4 22: 36Q1 23: 32Q2 23: 34Q3 23: 40Q4 23: 40Q1 24: 36Q2 24: 34Q3 24: 40Q4 24: 41Q1 25: 57Q2 25: 67Q3 25: 67Q4 25: 73Q1 26: 82Q2 26: 8787Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202226
Q4 202236
Q1 202332
Q2 202334
Q3 202340
Q4 202340
Q1 202436
Q2 202434
Q3 202440
Q4 202441
Q1 202557
Q2 202567
Q3 202567
Q4 202573
Q1 202682
Q2 202687

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 22 bought or addedQ3 24: 15 cut or sold outQ4 24: 24 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 39 bought or addedQ1 25: 13 cut or sold outQ2 25: 44 bought or addedQ2 25: 20 cut or sold outQ2 25Q3 25: 35 bought or addedQ3 25: 26 cut or sold outQ4 25: 40 bought or addedQ4 25: 20 cut or sold outQ4 25Q1 26: 41 bought or addedQ1 26: 23 cut or sold outQ2 26: 52 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242215
Q4 20242413
Q1 20253913
Q2 20254420
Q3 20253526
Q4 20254020
Q1 20264123
Q2 20265227

Biggest buyers

LPL Financial LLC Added +38,902+38.9k
Cambridge Investment Research Advisors, Inc. Added +20,728+20.7k
Foundations Investment Advisors, LLC Added +11,670+11.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +8,082+8.1k
GUYASUTA INVESTMENT ADVISORS INC New +7,025+7.0k
Equitable Holdings, Inc. Added +7,020+7.0k
Cetera Investment Advisers Added +6,203+6.2k
GOLDMAN SACHS GROUP INC New +5,826+5.8k
Tower Research Capital LLC (TRC) New +5,265+5.3k
ENVESTNET ASSET MANAGEMENT INC Added +4,393+4.4k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -199,839-199.8k
RFP Financial Group LLC Sold out -124,716-124.7k
Savvy Advisors, Inc. Sold out -13,829-13.8k
Sequoia Financial Advisors, LLC Reduced -13,492-13.5k
Belpointe Asset Management LLC Sold out -6,658-6.7k
ANDERSON HOAGLAND & CO Reduced -4,604-4.6k
TWO SIGMA INVESTMENTS, LP Reduced -2,700-2.7k
Meridian Wealth Management, LLC Sold out -2,283-2.3k
Orion Porfolio Solutions, LLC Sold out -1,707-1.7k
Leonard Rickey Investment Advisors P.L.L.C. Sold out -1,637-1.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FOUNDATIONS INVESTMENT ADVISORS, LLC 13G · passive -1.0 pts · filed 2025-04-29 6.9% -1.0 pts 133.7k≈ $18.6m 2025-04-29

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ANDERSON HOAGLAND & CO 1.95% of their portfolio ST LOUIS, MO 178,856178.9k $24.9m $24.9m 1.95% Reduced -4.6k -4,604
2 Foundations Investment Advisors, LLC 0.25% of their portfolio PHOENIX, AZ 174,905174.9k $24.4m $24.4m 0.25% Added +11.7k +11,670
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 128,559128.6k $17.9m $17.9m 0.00% Added +38.9k +38,902
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 65,43365.4k $9.1m $9.1m 0.00% Added +28 +28
5 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 61,32761.3k $8.5m $8.5m 0.05% Added +7.0k +7,020
6 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 60,16360.2k $8.4m $8.4m 0.02% Reduced -803 -803
7 UMB Bank, n.a. 0.07% of their portfolio Kansas City, MO 42,28342.3k $5.9m $5.9m 0.07% Reduced -420 -420
8 TITLEIST ASSET MANAGEMENT, LLC 0.39% of their portfolio SAN ANTONIO, TX 41,23441.2k $5.7m $5.7m 0.39% Added +815 +815
9 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 40,02040.0k $5.6m $5.6m 0.01% Added +20.7k +20,728
10 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 34,94534.9k $4.9m $4.9m 0.02% Reduced -13.5k -13,492
11 SMITH, MOORE & CO. 0.31% of their portfolio CLAYTON, MO 34,38034.4k $4.8m $4.8m 0.31% Added +339 +339
12 Sculati Wealth Management, LLC 1.63% of their portfolio Bloomfield Hills, MI 34,37334.4k $4.9m $4.9m 1.63% Added +1.0k +1,001
13 CREATIVE FINANCIAL DESIGNS INC /ADV 0.20% of their portfolio KOKOMO, IN 29,80729.8k $4.2m $4.2m 0.20% Reduced -246 -246
14 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 29,19229.2k $4.1m $4.1m 0.01% Added +138 +138
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 28,20928.2k $3.9m $3.9m 0.00% Added +6.2k +6,203
16 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 23,00023.0k $3.2m $3.2m 0.00% Reduced -2.7k -2,700
17 Capital Analysts, LLC 0.07% of their portfolio FORT WASHINGTON, PA 22,57522.6k $3.1m $3.1m 0.07% Added +2.0k +2,043
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 21,57321.6k $3.0m $3.0m 0.00% Added +4.4k +4,393
19 Cornerstone Planning, LLC 0.62% of their portfolio CHARLOTTE, NC 19,27219.3k $2.7m $2.7m 0.62% Added +40 +40
20 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 18,65918.7k $2.6m $2.6m 0.03% Added +3.1k +3,140
21 Independence Asset Advisors, LLC 0.67% of their portfolio WYNNEWOOD,, PA 18,54118.5k $2.6m $2.6m 0.67% Unchanged
22 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 10,98411.0k $1.5m $1.5m 0.00% Reduced -177 -177
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,84510.8k $1.5m $1.5m 0.00% Reduced -7 -7
24 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,82210.8k $1.5m $1.5m 0.00% Added +2.6k +2,631
25 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,29110.3k $1.4m $1.4m 0.00% Added +148 +148
26 Glass Jacobson Investment Advisors llc 0.45% of their portfolio OWINGS MILLS, MD 10,29110.3k $1.4m $1.4m 0.45% Added +148 +148
27 Keystone Financial Group 0.07% of their portfolio LEXINGTON, KY 8,9739.0k $1.3m $1.3m 0.07% Reduced -179 -179
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 8,4128.4k $1.2m $1.2m 0.00% Added +2.4k +2,447
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,3358.3k $1.2m $1.2m 0.00% Added +409 +409
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,0828.1k $1.1m $1.1m 0.00% New
31 Compass Financial Group, INC/SD 0.12% of their portfolio Sioux Falls, SD 7,5327.5k $1.0m $1.0m 0.12% Reduced -542 -542
32 Signal Advisors Wealth, LLC 0.05% of their portfolio DETROIT, MI 7,3157.3k $1.0m $1.0m 0.05% Added +2.7k +2,664
33 MARIPAU WEALTH MANAGEMENT LLC 0.35% of their portfolio FORT WAYNE, IN 7,1247.1k $992.5k $992.5k 0.35% Added +2.5k +2,473
34 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,0627.1k $984.2k $984.2k 0.00% Added +270 +270
35 GUYASUTA INVESTMENT ADVISORS INC 0.05% of their portfolio PITTSBURGH, PA 7,0257.0k $979.0k $979.0k 0.05% New
36 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 6,8276.8k $951.5k $951.5k 0.00% Reduced -195 -195
37 SILVER OAK SECURITIES, INCORPORATED 0.06% of their portfolio JACKSON, TN 6,6116.6k $921.4k $921.4k 0.06% Added +2.2k +2,249
38 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 5,8265.8k $811.9k $811.9k 0.00% New
39 Interchange Capital Partners, LLC 0.15% of their portfolio PITTSBURGH, PA 5,5565.6k $774.3k $774.3k 0.15% Unchanged
40 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 5,2655.3k $733.7k $733.7k 0.02% New
41 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 4,3884.4k $611.5k $611.5k 0.01% Added +1.2k +1,170
42 Apollon Financial, LLC 0.07% of their portfolio MOUNT PLEASANT, SC 4,2054.2k $586.0k $586.0k 0.07% Unchanged
43 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 4,0664.1k $566.7k $566.7k 0.00% Unchanged
44 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 3,7983.8k $529.3k $529.3k 0.01% Added +613 +613
45 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 3,6413.6k $507.4k $507.4k 0.00% Reduced -246 -246
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,3273.3k $463.7k $463.7k 0.00% New
47 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 3,1903.2k $444.6k $444.6k 0.00% Unchanged
48 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 3,0383.0k $423.4k $423.4k 0.00% Unchanged
49 Caitlin John, LLC 0.23% of their portfolio BRIGHTON, MI 2,9693.0k $413.7k $413.7k 0.23% Reduced -77 -77
50 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 2,9653.0k $413.2k $413.2k 0.01% Reduced -100 -100
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,8042.8k $390.8k $390.8k 0.00% Added +322 +322
52 Madison Wealth Partners, Inc 0.05% of their portfolio MADISON, WI 2,7992.8k $390.1k $390.1k 0.05% New
53 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 2,6282.6k $366.2k $366.2k 0.01% Added +722 +722
54 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 2,5722.6k $358.4k $358.4k 0.01% Reduced -319 -319
55 Elm3 Financial Group, LLC 0.22% of their portfolio ALPHARETTA, GA 2,2642.3k $315.5k $315.5k 0.22% Reduced -70 -70
56 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 2,2342.2k $311.3k $311.3k 0.02% Unchanged
57 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 1,9101.9k $266.2k $266.2k 0.00% Unchanged
58 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 1,8971.9k $264.4k $264.4k 0.00% New
59 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 1,7101.7k $238.3k $238.3k 0.01% Added +2 +2
60 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 1,7081.7k $238.0k $238.0k 0.00% New
61 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 1,7021.7k $237.2k $237.2k 0.00% New
62 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 1,5111.5k $210.0k $210.0k 0.00% New
63 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,4141.4k $197.1k $197.1k 0.00% Added +1.4k +1,363
64 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,2101.2k $168.7k $168.7k 0.00% Added +425 +425
65 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 648648 $90.3k $90.3k 0.00% Added +133 +133
66 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 566566 $78.9k $78.9k 0.00% Unchanged
67 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 459459 $64.0k $64.0k 0.00% Unchanged
68 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 411411 $57.3k $57.3k 0.00% Added +101 +101
69 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 398398 $55.4k $55.4k 0.00% New
70 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 344344 $47.9k $47.9k 0.00% Added +16 +16
71 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 307307 $42.7k $42.7k 0.00% Unchanged
72 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 275275 $38.3k $38.3k 0.00% Reduced -199.8k -199,839
73 Physician Wealth Advisors, Inc. 0.00% of their portfolio MIDVALE, UT 270270 $37.6k $37.6k 0.00% Unchanged
74 PROATHLETE WEALTH MANAGEMENT LLC 0.01% of their portfolio BOCA RATON, FL 231231 $32.2k $32.2k 0.01% Added +1 +1
75 ARMSTRONG ADVISORY GROUP, INC 0.00% of their portfolio NEEDHAM, MA 210210 $29.3k $29.3k 0.00% Unchanged
76 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 130130 $18.1k $18.1k 0.00% Unchanged
77 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 117117 $16.3k $16.3k 0.00% Added +1 +1
78 TSFG, LLC 0.00% of their portfolio LAKE FOREST, IL 103103 $14.0k $14.0k 0.00% New
79 City State Bank 0.00% of their portfolio NORWALK, IA 100100 $13.9k $13.9k 0.00% Unchanged
80 Triumph Capital Management 0.00% of their portfolio DENVER, CO 9797 $13.5k $13.5k 0.00% Unchanged
81 CX Institutional 0.00% of their portfolio AUBURN, IN 6767 $9.0k $9.0k 0.00% New
82 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 6565 $9.1k $9.1k 0.00% Unchanged
83 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 5858 $8.1k $8.1k 0.00% Unchanged
84 Archer Investment Corp 0.00% of their portfolio Carmel, IN 4444 $6.1k $6.1k 0.00% New
85 Corsicana & Co. 0.00% of their portfolio CORSICANA, TX 3030 $4.2k $4.2k 0.00% New
86 Oakmont Advisory Group, LLC 0.00% of their portfolio ALBUQUERQUE, NM 2727 $3.7k $3.7k 0.00% New
87 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 2323 $3.1k $3.1k 0.00% New