Vault-13

VANGUARD WELLINGTON FD VFMF

US MULTIFACTOR · ETP · CUSIP 921935607

106 institutional holders +11 vs Q1 2026
1,846,1761.8m shares reported held*
$326.5mreported value*
23 new 44 added 21 reduced 9 sold out net bought ≈ $52.6m (+297.0k 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 ($1.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $176.86.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 31Q4 22: 40Q1 23: 45Q2 23: 45Q3 23: 46Q4 23: 54Q1 24: 66Q2 24: 61Q3 24: 68Q4 24: 67Q1 25: 68Q2 25: 78Q3 25: 77Q4 25: 83Q1 26: 95Q2 26: 106106Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202231
Q4 202240
Q1 202345
Q2 202345
Q3 202346
Q4 202354
Q1 202466
Q2 202461
Q3 202468
Q4 202467
Q1 202568
Q2 202578
Q3 202577
Q4 202583
Q1 202695
Q2 2026106

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 36 bought or addedQ3 24: 21 cut or sold outQ4 24: 34 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 34 bought or addedQ1 25: 21 cut or sold outQ2 25: 35 bought or addedQ2 25: 28 cut or sold outQ2 25Q3 25: 41 bought or addedQ3 25: 23 cut or sold outQ4 25: 41 bought or addedQ4 25: 24 cut or sold outQ4 25Q1 26: 62 bought or addedQ1 26: 24 cut or sold outQ2 26: 67 bought or addedQ2 26: 30 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243621
Q4 20243422
Q1 20253421
Q2 20253528
Q3 20254123
Q4 20254124
Q1 20266224
Q2 20266730

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +96,426+96.4k
Systelligence, LLC Added +52,724+52.7k
LPL Financial LLC Added +43,308+43.3k
ADVISORTRUST PARTNERS, LLC Added +30,955+31.0k
TWO SIGMA INVESTMENTS, LP New +16,900+16.9k
Equitable Holdings, Inc. New +12,889+12.9k
OSAIC HOLDINGS, INC. Added +7,897+7.9k
Rooted Wealth Advisors, Inc. Added +7,614+7.6k
Centric Wealth Management New +7,610+7.6k
Mariner, LLC Added +5,743+5.7k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -16,545-16.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -6,677-6.7k
ANDERSON HOAGLAND & CO Reduced -5,474-5.5k
BridgePort Financial Solutions, LLC Sold out -4,215-4.2k
Meridian Wealth Management, LLC Sold out -2,574-2.6k
COWA, LLC Sold out -2,050-2.0k
TITLEIST ASSET MANAGEMENT, LLC Sold out -1,812-1.8k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -1,640-1.6k
Storen Legacy Partners, LLC Reduced -1,579-1.6k
Focus Partners Advisor Solutions, LLC Reduced -1,390-1.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ANDERSON HOAGLAND & CO 4.20% of their portfolio ST LOUIS, MO 302,472302.5k $53.5m $53.5m 4.20% Reduced -5.5k -5,474
2 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 173,624173.6k $30.7m $30.7m 0.03% Added +96.4k +96,426
3 Systelligence, LLC 4.75% of their portfolio BLOOMINGTON, MN 160,678160.7k $28.4m $28.4m 4.75% Added +52.7k +52,724
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 148,790148.8k $26.3m $26.3m 0.01% Reduced -16.5k -16,545
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 124,650124.7k $22.1m $22.1m 0.00% Added +43.3k +43,308
6 Opus Capital Group, LLC 1.84% of their portfolio CINCINNATI, OH 107,138107.1k $19.0m $19.0m 1.84% Added +1.1k +1,099
7 UMB Bank, n.a. 0.15% of their portfolio Kansas City, MO 66,03766.0k $11.7m $11.7m 0.15% Reduced -836 -836
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 58,77358.8k $10.4m $10.4m 0.00% Added +3.1k +3,107
9 Storen Legacy Partners, LLC 2.76% of their portfolio ZIONSVILLE, IN 57,12657.1k $10.1m $10.1m 2.76% Reduced -1.6k -1,579
10 Rooted Wealth Advisors, Inc. 2.36% of their portfolio BOURBONNAIS, IL 54,56954.6k $9.7m $9.7m 2.36% Added +7.6k +7,614
11 Geneos Wealth Management Inc. 0.16% of their portfolio ENGLEWOOD, CO 44,27344.3k $7.8m $7.8m 0.16% Added +516 +516
12 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0.96% of their portfolio Boca Raton, FL 43,04843.0k $7.6m $7.6m 0.96% Added +3.1k +3,118
13 ADVISORTRUST PARTNERS, LLC 2.06% of their portfolio RALEIGH, NC 34,07034.1k $6.0m $6.0m 2.06% Added +31.0k +30,955
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 27,72427.7k $4.9m $4.9m 0.01% Added +7.9k +7,897
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 20,97221.0k $3.7m $3.7m 0.00% Added +4.4k +4,413
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 20,61120.6k $3.6m $3.6m 0.00% Added +4.0k +3,958
17 BARNES PETTEY FINANCIAL ADVISORS, LLC 1.13% of their portfolio CLARKSDALE, MS 20,33620.3k $3.6m $3.6m 1.13% Added +5.4k +5,359
18 Partners in Financial Planning 0.52% of their portfolio SALEM, VA 19,32519.3k $3.4m $3.4m 0.52% Reduced -7 -7
19 TFB Advisors LLC 1.50% of their portfolio OVERLAND PARK, KS 19,20619.2k $3.4m $3.4m 1.50% Added +1.5k +1,465
20 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 16,90016.9k $3.0m $3.0m 0.00% New
21 Cedar Point Capital Partners, LLC 1.62% of their portfolio Cedar Rapids, IA 15,92615.9k $2.8m $2.8m 1.62% Added +431 +431
22 Walkner Condon Financial Advisors LLC 0.31% of their portfolio MADISON, WI 15,36315.4k $2.7m $2.7m 0.31% Reduced -573 -573
23 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 15,16915.2k $2.7m $2.7m 0.04% Added +599 +599
24 VICTORY FINANCIAL GROUP, LLC 0.28% of their portfolio AUSTIN, TX 15,15615.2k $2.7m $2.7m 0.28% Reduced -197 -197
25 RESOLUTE WEALTH ADVISOR, INC. 1.25% of their portfolio FINDLAY, OH 14,18514.2k $2.2m $2.2m 1.25% Unchanged
26 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 12,88912.9k $2.3m $2.3m 0.01% New
27 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.10% of their portfolio LONG BEACH, CA 12,61912.6k $2.2m $2.2m 0.10% Reduced -939 -939
28 Onyx Bridge Wealth Group LLC 0.20% of their portfolio TARRYTOWN, NY 12,46112.5k $2.2m $2.2m 0.20% Added +116 +116
29 CALTON & ASSOCIATES, INC. 0.30% of their portfolio Tampa, FL 11,41911.4k $2.0m $2.0m 0.30% Added +4.1k +4,149
30 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 9,7439.7k $1.7m $1.7m 0.02% Added +1.6k +1,650
31 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 9,6509.7k $1.7m $1.7m 0.00% Added +355 +355
32 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 9,4479.4k $1.7m $1.7m 0.03% Reduced -1.6k -1,640
33 PERRYMAN FINANCIAL ADVISORY INC /AD 0.22% of their portfolio DALLAS, TX 9,4429.4k $1.7m $1.7m 0.22% Added +297 +297
34 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,9769.0k $1.6m $1.6m 0.00% Reduced -239 -239
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 8,8358.8k $1.6m $1.6m 0.00% Reduced -390 -390
36 UBS Group AG 0.00% of their portfolio ZURICH, V8 8,3608.4k $1.5m $1.5m 0.00% Added +1.3k +1,282
37 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 8,3398.3k $1.5m $1.5m 0.00% Unchanged
38 RHS Financial, LLC 0.57% of their portfolio SAN FRANCISCO, CA 7,9678.0k $1.4m $1.4m 0.57% Added +1.6k +1,620
39 Mariner, LLC 0.00% of their portfolio Overland Park, KS 7,8707.9k $1.4m $1.4m 0.00% Added +5.7k +5,743
40 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 7,8497.8k $1.4m $1.4m 0.02% Added +1.7k +1,710
41 Centric Wealth Management 0.22% of their portfolio CHICAGO, IL 7,6107.6k $1.4m $1.4m 0.22% New
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,2507.2k $1.3m $1.3m 0.00% Reduced -308 -308
43 Seed Wealth Management, Inc. 0.74% of their portfolio EVANSTON, IL 6,6506.7k $1.2m $1.2m 0.74% Unchanged
44 Clark Asset Management, LLC 0.09% of their portfolio STRATHAM, NH 6,3506.3k $1.1m $1.1m 0.09% Added +6 +6
45 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 6,1436.1k $1.1m $1.1m 0.01% Reduced -1.4k -1,390
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,7944.8k $848.3k $848.3k 0.00% Added +79 +79
47 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 3,6893.7k $652.8k $652.8k 0.01% Added +1.3k +1,280
48 Physician Wealth Advisors, Inc. 0.08% of their portfolio MIDVALE, UT 3,6593.7k $647.5k $647.5k 0.08% Reduced -150 -150
49 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 3,0713.1k $543.5k $543.5k 0.01% New
50 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 3,0473.0k $539.2k $539.2k 0.00% Added +22 +22
51 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 2,9242.9k $517.0k $517.0k 0.02% New
52 Compass Ion Advisors, LLC 0.04% of their portfolio CONSHOHOCKEN, PA 2,8372.8k $502.0k $502.0k 0.04% New
53 Capital Square, LLC 0.21% of their portfolio ATHENS, TN 2,6272.6k $472.0k $472.0k 0.21% Added +207 +207
54 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 2,4142.4k $427.3k $427.3k 0.01% Added +227 +227
55 Harbor Asset Planning, Inc. 0.30% of their portfolio BELMONT, MA 2,2662.3k $400.9k $400.9k 0.30% Added +69 +69
56 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 2,1812.2k $385.9k $385.9k 0.00% Reduced -130 -130
57 Cassia Capital Partners, LLC 0.18% of their portfolio WINSTON SALEM, NC 2,1362.1k $378.0k $378.0k 0.18% Added +28 +28
58 STUDIO INVESTMENT MANAGEMENT LLC 0.06% of their portfolio CHICAGO, IL 2,1242.1k $375.9k $375.9k 0.06% Added +183 +183
59 Greenline Wealth Management LLC 0.30% of their portfolio BOCA RATON, FL 2,0852.1k $369.0k $369.0k 0.30% New
60 TAGStone Capital, Inc. 0.11% of their portfolio CHARLOTTE, NC 2,0422.0k $361.3k $361.3k 0.11% Added +261 +261
61 PARSONS CAPITAL MANAGEMENT INC/RI 0.02% of their portfolio PROVIDENCE, RI 1,9321.9k $341.9k $341.9k 0.02% New
62 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 1,8601.9k $329.0k $329.0k 0.01% New
63 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,8061.8k $319.6k $319.6k 0.00% Added +966 +966
64 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 1,7431.7k $308.5k $308.5k 0.01% New
65 Modera Wealth Management, LLC 0.00% of their portfolio WESTWOOD, NJ 1,7211.7k $304.6k $304.6k 0.00% Unchanged
66 Essex Financial Services, Inc. 0.01% of their portfolio ESSEX, CT 1,6351.6k $289.4k $289.4k 0.01% Added +297 +297
67 First Citizens Financial Corp 0.12% of their portfolio MASON CITY, IA 1,6341.6k $289.2k $289.2k 0.12% Reduced -593 -593
68 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,6311.6k $288.6k $288.6k 0.00% New
69 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,5951.6k $282.3k $282.3k 0.00% Added +1.4k +1,380
70 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 1,5751.6k $278.7k $278.7k 0.01% Reduced -13 -13
71 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 1,5591.6k $275.9k $275.9k 0.01% Added +180 +180
72 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 1,5261.5k $236.7k $236.7k 0.00% Unchanged
73 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 1,4891.5k $263.5k $263.5k 0.01% Unchanged
74 Coquina Private Wealth LLC 0.17% of their portfolio PORT CHARLOTTE, FL 1,4041.4k $248.5k $248.5k 0.17% Unchanged
75 Chicago Partners Investment Group LLC 0.00% of their portfolio CHICAGO, IL 1,2971.3k $233.3k $233.3k 0.00% New
76 LRI Investments, LLC 0.02% of their portfolio PALM BEACH GARDENS, FL 1,2911.3k $228.6k $228.6k 0.02% Added +76 +76
77 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 1,2421.2k $219.8k $219.8k 0.00% New
78 May Hill Capital, LLC 0.04% of their portfolio COHASSET, MA 1,2071.2k $213.5k $213.5k 0.04% New
79 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 1,1241.1k $199.0k $199.0k 0.01% Reduced -969 -969
80 TFC Financial Management, Inc. 0.02% of their portfolio BOSTON, MA 979979 $173.3k $173.3k 0.02% Unchanged
81 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 591591 $104.6k $104.6k 0.01% New
82 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 518518 $91.7k $91.7k 0.00% Unchanged
83 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 501501 $89.0k $89.0k 0.00% New
84 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 500500 $88.5k $88.5k 0.00% Unchanged
85 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 439439 $78.0k $78.0k 0.00% Added +1 +1
86 BlackRock, Inc. 0.00% of their portfolio New York, NY 427427 $75.6k $75.6k 0.00% New
87 JNBA Financial Advisors 0.01% of their portfolio BLOOMINGTON, MN 382382 $67.6k $67.6k 0.01% Added +150 +150
88 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 339339 $60.0k $60.0k 0.00% Unchanged
89 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 330330 $58.4k $58.4k 0.00% New
90 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 321321 $56.8k $56.8k 0.01% Unchanged
91 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 300300 $53.1k $53.1k 0.00% Unchanged
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 282282 $50.1k $50.1k 0.00% Unchanged
93 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 274274 $48.5k $48.5k 0.00% Added +273 +273
94 Glass Jacobson Investment Advisors llc 0.01% of their portfolio OWINGS MILLS, MD 188188 $33.3k $33.3k 0.01% Reduced -25 -25
95 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 162162 $28.7k $28.7k 0.00% Reduced -23 -23
96 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 124124 $22.0k $22.0k 0.00% Reduced -1 -1
97 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 122122 $21.5k $21.5k 0.00% New
98 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 101101 $17.9k $17.9k 0.00% New
99 Ankerstar Wealth, LLC 0.01% of their portfolio LEANDER, TX 9494 $16.6k $16.6k 0.01% Unchanged
100 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 4040 $7.1k $7.1k 0.00% New