Vault-13

VANGUARD WELLINGTON FD VFVA

US VALUE FACTR · ETP · CUSIP 921935805

93 institutional holders -1 vs Q1 2026
2,525,6702.5m shares reported held*
$375.0mreported value*
9 new 29 added 28 reduced 8 sold out net bought ≈ $11.0m (+74.2k 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 ≈ $148.46.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 65Q4 22: 79Q1 23: 72Q2 23: 68Q3 23: 73Q4 23: 78Q1 24: 85Q2 24: 86Q3 24: 85Q4 24: 94Q1 25: 96Q2 25: 89Q3 25: 89Q4 25: 94Q1 26: 94Q2 26: 9393Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202265
Q4 202279
Q1 202372
Q2 202368
Q3 202373
Q4 202378
Q1 202485
Q2 202486
Q3 202485
Q4 202494
Q1 202596
Q2 202589
Q3 202589
Q4 202594
Q1 202694
Q2 202693

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 32 bought or addedQ3 24: 48 cut or sold outQ4 24: 43 bought or addedQ4 24: 28 cut or sold outQ4 24Q1 25: 36 bought or addedQ1 25: 41 cut or sold outQ2 25: 36 bought or addedQ2 25: 42 cut or sold outQ2 25Q3 25: 38 bought or addedQ3 25: 43 cut or sold outQ4 25: 40 bought or addedQ4 25: 36 cut or sold outQ4 25Q1 26: 37 bought or addedQ1 26: 42 cut or sold outQ2 26: 38 bought or addedQ2 26: 36 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243248
Q4 20244328
Q1 20253641
Q2 20253642
Q3 20253843
Q4 20254036
Q1 20263742
Q2 20263836

Biggest buyers

Equitable Holdings, Inc. Added +30,746+30.7k
VANTAGEPOINT INVESTMENT ADVISERS LLC Added +25,517+25.5k
Cambridge Investment Research Advisors, Inc. Added +9,346+9.3k
Savant Capital, LLC Added +7,628+7.6k
STIFEL FINANCIAL CORP New +6,302+6.3k
TWO SIGMA INVESTMENTS, LP Added +5,900+5.9k
Corient Private Wealth LP New +5,351+5.4k
ROYAL BANK OF CANADA Added +4,291+4.3k
BANK OF AMERICA CORP /DE/ Added +4,134+4.1k
LPL Financial LLC Added +3,534+3.5k

Biggest sellers

ANDERSON HOAGLAND & CO Reduced -4,579-4.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -4,197-4.2k
RWA WEALTH PARTNERS, LLC Reduced -4,007-4.0k
BROWN ADVISORY INC Reduced -3,622-3.6k
BURRUS FINANCIAL SERVICES, INC. Reduced -3,473-3.5k
Foundations Investment Advisors, LLC Sold out -2,653-2.7k
CENTAURUS FINANCIAL, INC. Reduced -2,554-2.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -2,190-2.2k
CITADEL ADVISORS LLC Sold out -1,677-1.7k
OSAIC HOLDINGS, INC. Reduced -1,553-1.6k

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
International City Management Association Retirement Corp 13G · institution new · filed 2025-10-06 9.2% new 506.8k≈ $75.2m 2025-10-06

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANTAGEPOINT INVESTMENT ADVISERS LLC 0.58% of their portfolio WASHINGTON, DC 524,677524.7k $77.9m $77.9m 0.58% Added +25.5k +25,517
2 Armbruster Capital Management, Inc. 9.55% of their portfolio PITTSFORD, NY 431,781431.8k $64.1m $64.1m 9.55% Reduced -188 -188
3 Equitable Holdings, Inc. 0.22% of their portfolio NEW YORK, NY 246,317246.3k $36.6m $36.6m 0.22% Added +30.7k +30,746
4 ANDERSON HOAGLAND & CO 2.84% of their portfolio ST LOUIS, MO 243,852243.9k $36.2m $36.2m 2.84% Reduced -4.6k -4,579
5 BURRUS FINANCIAL SERVICES, INC. 12.57% of their portfolio SALT LAKE CITY, UT 195,002195.0k $28.9m $28.9m 12.57% Reduced -3.5k -3,473
6 MENORA MIVTACHIM HOLDINGS LTD. 0.05% of their portfolio Ramat Gan, L3 93,33993.3k $13.9m $13.9m 0.05% Unchanged
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 77,12177.1k $11.4m $11.4m 0.00% Added +4.1k +4,134
8 RWA WEALTH PARTNERS, LLC 0.10% of their portfolio BOSTON, MA 72,69172.7k $10.8m $10.8m 0.10% Reduced -4.0k -4,007
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 70,56470.6k $10.5m $10.5m 0.00% Added +3.5k +3,534
10 UMB Bank, n.a. 0.09% of their portfolio Kansas City, MO 48,89848.9k $7.3m $7.3m 0.09% Reduced -1.4k -1,409
11 Capital Advisors Wealth Management, LLC 0.74% of their portfolio YAKIMA, WA 42,69642.7k $6.3m $6.3m 0.74% Added +427 +427
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 33,27733.3k $4.9m $4.9m 0.00% Reduced -512 -512
13 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 32,80632.8k $4.9m $4.9m 0.02% Reduced -755 -755
14 Lebenthal Global Advisors, LLC 0.62% of their portfolio Hauppauge, NY 31,08331.1k $4.6m $4.6m 0.62% Reduced -118 -118
15 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 26,36026.4k $3.9m $3.9m 0.02% Added +11 +11
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 23,28323.3k $3.5m $3.5m 0.00% Added +4.3k +4,291
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 23,04823.0k $3.4m $3.4m 0.00% Reduced -1.6k -1,553
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,65419.7k $2.9m $2.9m 0.00% Added +9.3k +9,346
19 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 16,37816.4k $2.3m $2.3m 0.01% Added +7.6k +7,628
20 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 14,10014.1k $2.1m $2.1m 0.00% Added +5.9k +5,900
21 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 13,70813.7k $2.0m $2.0m 0.00% Reduced -895 -895
22 Sovereign Financial Group, Inc. 0.29% of their portfolio STAMFORD, CT 12,74112.7k $1.9m $1.9m 0.29% Reduced -566 -566
23 Compass Advisory Group LLC 0.40% of their portfolio MELVILLE, NY 11,23311.2k $1.7m $1.7m 0.40% Added +49 +49
24 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 10,78410.8k $1.6m $1.6m 0.00% Reduced -3.6k -3,622
25 Seven Bridges Advisors LLC 0.72% of their portfolio NEW YORK, NY 10,11510.1k $1.5m $1.5m 0.72% First filing
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,09210.1k $1.5m $1.5m 0.00% Added +204 +204
27 Long Island Wealth Management, Inc. 0.61% of their portfolio MELVILLE, NY 9,8799.9k $1.5m $1.5m 0.61% Added +1.3k +1,269
28 Visionary Wealth Advisors 0.05% of their portfolio O'FALLON, IL 9,0939.1k $1.3m $1.3m 0.05% Reduced -201 -201
29 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 9,0919.1k $1.4m $1.4m 0.01% Added +33 +33
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,9519.0k $1.3m $1.3m 0.00% Reduced -4.2k -4,197
31 CoreFirst Bank & Trust 0.65% of their portfolio TOPEKA, KS 8,8398.8k $1.3m $1.3m 0.65% Added +5 +5
32 Keystone Financial Group 0.08% of their portfolio LEXINGTON, KY 8,8158.8k $1.3m $1.3m 0.08% Added +71 +71
33 Hara Capital LLC 0.67% of their portfolio BELLEVUE, WA 8,5758.6k $1.3m $1.3m 0.67% Added +964 +964
34 Kathmere Capital Management, LLC 0.06% of their portfolio WAYNE, PA 7,5087.5k $1.1m $1.1m 0.06% Unchanged
35 Rockingstone Advisors LLC 0.43% of their portfolio GREAT BARRINGTON, MA 7,1877.2k $1.1m $1.1m 0.43% Unchanged
36 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 7,0027.0k $1.0m $1.0m 0.00% Reduced -85 -85
37 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,3026.3k $935.4k $935.4k 0.00% New
38 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,0066.0k $891.4k $891.4k 0.00% Unchanged
39 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 5,5855.6k $829.0k $829.0k 0.00% Unchanged
40 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 5,4335.4k $806.4k $806.4k 0.00% Reduced -48 -48
41 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 5,3515.4k $794.2k $794.2k 0.00% New
42 Financial Partners Group, Inc 0.08% of their portfolio Overland Park, KS 5,2325.2k $776.5k $776.5k 0.08% Added +4 +4
43 Stonehearth Capital Management, LLC 0.26% of their portfolio DANVERS, MA 5,1165.1k $759.4k $759.4k 0.26% Reduced -1.2k -1,152
44 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,4974.5k $667.6k $667.6k 0.00% Added +18 +18
45 Essex Financial Services, Inc. 0.03% of their portfolio ESSEX, CT 4,4254.4k $656.8k $656.8k 0.03% Added +39 +39
46 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,0504.0k $601.1k $601.1k 0.00% Unchanged
47 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 4,0224.0k $597.0k $597.0k 0.00% Added +1.8k +1,823
48 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 3,9253.9k $594.8k $594.8k 0.00% Added +2.4k +2,357
49 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio Seattle, WA 3,1193.1k $463.0k $463.0k 0.01% Unchanged
50 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 3,0433.0k $451.7k $451.7k 0.00% Added +9 +9
51 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 2,7002.7k $400.8k $400.8k 0.00% Unchanged
52 Smart Money Group LLC 0.10% of their portfolio EASTLAND, TX 2,5522.6k $378.8k $378.8k 0.10% Added +41 +41
53 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 2,4192.4k $359.1k $359.1k 0.00% Reduced -347 -347
54 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,3482.3k $543.0k $543.0k 0.00% Reduced -127 -127
55 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 2,3372.3k $347.0k $347.0k 0.01% Reduced -2.6k -2,554
56 MELFA WEALTH MANAGEMENT, INC. 0.17% of their portfolio WESTBOROUGH, MA 2,1042.1k $312.4k $312.4k 0.17% Reduced -98 -98
57 Werba Rubin Papier Wealth Management 0.04% of their portfolio SAN JOSE, CA 2,0682.1k $307.0k $307.0k 0.04% Added +2 +2
58 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.02% of their portfolio ST. LOUIS, MO 1,9722.0k $292.8k $292.8k 0.02% Reduced -29 -29
59 Exit Wealth Advisors, LLC. 0.12% of their portfolio ATLANTA, GA 1,7871.8k $265.3k $265.3k 0.12% Added +8 +8
60 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 1,7801.8k $239.6k $239.6k 0.00% Reduced -88 -88
61 MOTIVE WEALTH ADVISORS 0.11% of their portfolio BIRMINGHAM, MI 1,7681.8k $262.4k $262.4k 0.11% Unchanged
62 Leonard Rickey Investment Advisors P.L.L.C. 0.04% of their portfolio YAKIMA, WA 1,5851.6k $235.3k $235.3k 0.04% Unchanged
63 Daviman Financial, LLC 0.13% of their portfolio FISHERS, IN 1,5481.5k $229.8k $229.8k 0.13% Unchanged
64 LAM GROUP, INC. 0.11% of their portfolio LAKE OSWEGO, OR 1,4451.4k $214.5k $214.5k 0.11% Unchanged
65 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 1,3751.4k $204.1k $204.1k 0.00% New
66 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 1,3721.4k $203.6k $203.6k 0.00% New
67 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,0451.0k $155.1k $155.1k 0.00% Reduced -81 -81
68 MANNING & NAPIER ADVISORS LLC 0.00% of their portfolio Fairport, NY 946946 $140.4k $140.4k 0.00% Unchanged
69 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 866866 $128.5k $128.5k 0.00% Reduced -109 -109
70 ATLAS CAPITAL ADVISORS INC. 0.01% of their portfolio JACKSON, WY 815815 $121.0k $121.0k 0.01% Unchanged
71 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 707707 $105.5k $105.5k 0.00% Reduced -1.0k -1,008
72 Pacific Center for Financial Services 0.02% of their portfolio DANVILLE, CA 554554 $82.3k $82.3k 0.02% Added +1 +1
73 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 432432 $64.1k $64.1k 0.00% Reduced -1 -1
74 INVESTMENT COUNSEL CO OF NEVADA 0.10% of their portfolio LAS VEGAS, NV 343343 $50.9k $50.9k 0.10% New
75 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 340340 $50.5k $50.5k 0.00% Unchanged
76 True Wealth Design, LLC 0.01% of their portfolio AKRON, OH 312312 $46.3k $46.3k 0.01% Unchanged
77 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 210210 $31.2k $31.2k 0.00% Added +209 +209
78 Glass Jacobson Investment Advisors llc 0.01% of their portfolio OWINGS MILLS, MD 204204 $30.4k $30.4k 0.01% Added +18 +18
79 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 175175 $26.0k $26.0k 0.00% Unchanged
80 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 175175 $26.0k $26.0k 0.00% New
81 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 150150 $22.3k $22.3k 0.00% Unchanged
82 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 107107 $15.9k $15.9k 0.00% Unchanged
83 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 100100 $14.8k $14.8k 0.00% Unchanged
84 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 100100 $15.0k $15.0k 0.00% Unchanged
85 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 7070 $10.4k $10.4k 0.00% Unchanged
86 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 6565 $9.6k $9.6k 0.00% First filing
87 CX Institutional 0.00% of their portfolio AUBURN, IN 6363 $9.0k $9.0k 0.00% New
88 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3737 $5.5k $5.5k 0.00% New
89 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 2828 $4.2k $4.2k 0.00% Unchanged
90 Triumph Capital Management 0.00% of their portfolio DENVER, CO 1010 $1.5k $1.5k 0.00% Unchanged
91 Central Pacific Bank - Trust Division 0.00% of their portfolio HONOLULU, HI 66 $891 $891 0.00% Unchanged
92 Abound Wealth Management 0.00% of their portfolio FRANKLIN, TN 33 $446 $446 0.00% New
93 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 11 $148 $148 0.00% Reduced -45 -45