Vault-13

VANGUARD WELLINGTON FD VFMV

US MINIMUM · ETP · CUSIP 921935409

67 institutional holders +10 vs Q1 2025
1,048,3611.0m shares reported held*
$134.4mreported value*
17 new 27 added 14 reduced 6 sold out net sold ≈ $10.0m (-77.9k 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 ≈ $128.24. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 26Q4 22: 36Q1 23: 32Q2 23: 34Q3 23: 40Q4 23: 40Q1 24: 36Q2 24: 34Q3 24: 40Q4 24: 41Q1 25: 57Q2 25: 6767Q3 22Q2 23Q1 24Q4 24Q2 25
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

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 23: 19 bought or addedQ3 23: 9 cut or sold outQ4 23: 13 bought or addedQ4 23: 20 cut or sold outQ4 23Q1 24: 15 bought or addedQ1 24: 18 cut or sold outQ2 24: 17 bought or addedQ2 24: 18 cut or sold outQ2 24Q3 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 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023199
Q4 20231320
Q1 20241518
Q2 20241718
Q3 20242215
Q4 20242413
Q1 20253913
Q2 20254420

Biggest buyers

LPL Financial LLC Added +62,215+62.2k
CREATIVE FINANCIAL DESIGNS INC /ADV New +22,990+23.0k
Sculati Wealth Management, LLC New +21,363+21.4k
UBS Group AG Added +16,295+16.3k
ROYAL BANK OF CANADA Added +10,657+10.7k
OneAscent Financial Services LLC New +8,102+8.1k
Martin Worley Group Added +6,780+6.8k
Foundations Investment Advisors, LLC Added +6,048+6.0k
SMITH, MOORE & CO. Added +5,930+5.9k
OSAIC HOLDINGS, INC. Added +5,344+5.3k

Biggest sellers

Tanglewood Wealth Management, Inc. Reduced -200,098-200.1k
Peachtree Investment Partners, LLC Sold out -21,502-21.5k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -20,104-20.1k
Atria Wealth Solutions, Inc. Sold out -13,103-13.1k
Envestnet Portfolio Solutions, Inc. Sold out -12,816-12.8k
Orion Porfolio Solutions, LLC Reduced -5,249-5.2k
MJP ASSOCIATES INC /ADV Sold out -4,187-4.2k
Advisor OS, LLC Sold out -4,187-4.2k
L.M. KOHN & COMPANY Sold out -3,906-3.9k
NewEdge Advisors, LLC Reduced -1,843-1.8k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ANDERSON HOAGLAND & CO 2.18% of their portfolio ST LOUIS, MO 178,461178.5k $22.9m $22.9m 2.18% Added +349 +349
2 Foundations Investment Advisors, LLC 0.28% of their portfolio PHOENIX, AZ 139,685139.7k $17.9m $17.9m 0.28% Added +6.0k +6,048
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 95,58095.6k $12.3m $12.3m 0.00% Added +62.2k +62,215
4 Martin Worley Group 4.54% of their portfolio COTTONWOOD HEIGHTS, UT 72,40472.4k $9.3m $9.3m 4.54% Added +6.8k +6,780
5 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 67,66267.7k $8.7m $8.7m 0.04% Reduced -1.8k -1,843
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 59,62159.6k $7.6m $7.6m 0.00% Added +16.3k +16,295
7 UMB Bank, n.a. 0.07% of their portfolio Kansas City, MO 34,23034.2k $4.4m $4.4m 0.07% Reduced -82 -82
8 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 33,87533.9k $4.3m $4.3m 0.04% Added +3.0k +3,035
9 TITLEIST ASSET MANAGEMENT, LLC 0.41% of their portfolio SAN ANTONIO, TX 31,77331.8k $4.1m $4.1m 0.41% Reduced -241 -241
10 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 28,69528.7k $3.7m $3.7m 0.01% Added +198 +198
11 CREATIVE FINANCIAL DESIGNS INC /ADV 0.21% of their portfolio KOKOMO, IN 22,99023.0k $2.9m $2.9m 0.21% New
12 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 21,90021.9k $2.8m $2.8m 0.01% Added +300 +300
13 Sculati Wealth Management, LLC 1.03% of their portfolio Bloomfield Hills, MI 21,36321.4k $2.7m $2.7m 1.03% New
14 Independence Asset Advisors, LLC 1.67% of their portfolio WYNNEWOOD,, PA 20,91520.9k $2.7m $2.7m 1.67% Added +100 +100
15 SMITH, MOORE & CO. 0.22% of their portfolio CLAYTON, MO 20,29320.3k $2.6m $2.6m 0.22% Added +5.9k +5,930
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,46819.5k $2.5m $2.5m 0.00% Added +10.7k +10,657
17 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 15,57315.6k $2.0m $2.0m 0.01% Added +2.2k +2,214
18 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 11,41011.4k $1.5m $1.5m 0.01% Reduced -5.2k -5,249
19 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 11,37811.4k $1.5m $1.5m 0.01% Reduced -591 -591
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,6409.6k $1.2m $1.2m 0.00% Added +5.3k +5,344
21 Glass Jacobson Investment Advisors llc 0.46% of their portfolio OWINGS MILLS, MD 9,2459.2k $1.2m $1.2m 0.46% Added +961 +961
22 Keystone Financial Group 0.11% of their portfolio LEXINGTON, KY 9,1399.1k $1.2m $1.2m 0.11% Added +130 +130
23 Compass Financial Group, INC/SD 0.19% of their portfolio Sioux Falls, SD 9,1019.1k $1.2m $1.2m 0.19% Reduced -868 -868
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 9,0279.0k $1.2m $1.2m 0.00% Added +4.0k +4,034
25 OneAscent Financial Services LLC 0.07% of their portfolio BIRMINGHAM, AL 8,1028.1k $1.0m $1.0m 0.07% New
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,0087.0k $899.0k $899.0k 0.00% Reduced -20.1k -20,104
27 Interchange Capital Partners, LLC 0.16% of their portfolio PITTSBURGH, PA 5,5565.6k $712.4k $712.4k 0.16% Unchanged
28 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,7854.8k $614.0k $614.0k 0.00% New
29 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 0.31% of their portfolio SALINE, MI 4,1674.2k $534.3k $534.3k 0.31% New
30 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 4,0664.1k $521.4k $521.4k 0.00% New
31 Apollon Financial, LLC 0.10% of their portfolio MOUNT PLEASANT, SC 3,8903.9k $498.8k $498.8k 0.10% Added +2.0k +2,025
32 Wilmington Savings Fund Society, FSB 0.01% of their portfolio WILMINGTON, DE 3,8063.8k $488.0k $488.0k 0.01% New
33 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 3,5643.6k $457.0k $457.0k 0.00% Reduced -42 -42
34 Retireful, LLC 0.31% of their portfolio HASLETT, MI 3,5143.5k $450.6k $450.6k 0.31% New
35 Parallel Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 3,3403.3k $428.3k $428.3k 0.01% Reduced -125 -125
36 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 3,2093.2k $411.6k $411.6k 0.01% Added +15 +15
37 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 3,1903.2k $409.1k $409.1k 0.00% Reduced -400 -400
38 Caitlin John, LLC 0.36% of their portfolio BRIGHTON, MI 3,0813.1k $395.1k $395.1k 0.36% Reduced -609 -609
39 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 3,0513.1k $391.2k $391.2k 0.00% Added +451 +451
40 FLAGSHIP HARBOR ADVISORS, LLC 0.02% of their portfolio BOSTON, MA 2,9883.0k $383.2k $383.2k 0.02% Added +40 +40
41 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 2,8532.9k $365.8k $365.8k 0.00% Added +245 +245
42 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 2,3622.4k $302.9k $302.9k 0.01% Added +675 +675
43 Elm3 Financial Group, LLC 0.23% of their portfolio ALPHARETTA, GA 2,1792.2k $279.4k $279.4k 0.23% New
44 Parkside Financial Bank & Trust 0.03% of their portfolio SAINT LOUIS, MO 2,0372.0k $261.2k $261.2k 0.03% Unchanged
45 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 1,9862.0k $254.7k $254.7k 0.00% New
46 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 1,9752.0k $253.3k $253.3k 0.00% Unchanged
47 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 1,9632.0k $251.7k $251.7k 0.01% New
48 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 1,9582.0k $251.1k $251.1k 0.01% New
49 Tanglewood Wealth Management, Inc. 0.02% of their portfolio HOUSTON, TX 1,7551.8k $225.0k $225.0k 0.02% Reduced -200.1k -200,098
50 Leonard Rickey Investment Advisors P.L.L.C. 0.04% of their portfolio YAKIMA, WA 1,7481.7k $224.1k $224.1k 0.04% Added +1 +1
51 MARIPAU WEALTH MANAGEMENT LLC 0.10% of their portfolio FORT WAYNE, IN 1,6161.6k $207.2k $207.2k 0.10% New
52 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 1,6161.6k $207.2k $207.2k 0.02% New
53 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 773773 $99.1k $99.1k 0.00% Added +4 +4
54 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 526526 $67.4k $67.4k 0.00% Added +514 +514
55 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 459459 $58.9k $58.9k 0.00% Added +44 +44
56 Physician Wealth Advisors, Inc. 0.01% of their portfolio MIDVALE, UT 270270 $34.6k $34.6k 0.01% Unchanged
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 250250 $32.1k $32.1k 0.00% Reduced -1.3k -1,256
58 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 232232 $29.8k $29.8k 0.00% Added +175 +175
59 ARMSTRONG ADVISORY GROUP, INC 0.00% of their portfolio NEEDHAM, MA 210210 $26.9k $26.9k 0.00% New
60 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 177177 $22.6k $22.6k 0.00% New
61 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 163163 $21.0k $21.0k 0.00% Reduced -163 -163
62 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 150150 $19.2k $19.2k 0.00% New
63 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 130130 $16.7k $16.7k 0.00% Unchanged
64 City State Bank 0.00% of their portfolio NORWALK, IA 100100 $12.8k $12.8k 0.00% Unchanged
65 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 6565 $8.3k $8.3k 0.00% Unchanged
66 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 6363 $8.1k $8.1k 0.00% Unchanged
67 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged