Vault-13

VANGUARD WELLINGTON FD VFVA

US VALUE FACTR · ETP · CUSIP 921935805

94 institutional holders +0 vs Q4 2025
2,520,6472.5m shares reported held*
$338.9mreported value*
9 new 28 added 33 reduced 9 sold out net sold ≈ $1.1m (-8.5k 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 ≈ $134.46.

Trends to Q1 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: 9494Q3 22Q3 23Q3 24Q3 25Q1 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

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q2 24: 30 bought or addedQ2 24: 42 cut or sold outQ3 24: 32 bought or addedQ3 24: 48 cut or sold outQ3 24Q4 24: 43 bought or addedQ4 24: 28 cut or sold outQ1 25: 36 bought or addedQ1 25: 41 cut or sold outQ1 25Q2 25: 36 bought or addedQ2 25: 42 cut or sold outQ3 25: 38 bought or addedQ3 25: 43 cut or sold outQ3 25Q4 25: 40 bought or addedQ4 25: 36 cut or sold outQ1 26: 37 bought or addedQ1 26: 42 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243042
Q3 20243248
Q4 20244328
Q1 20253641
Q2 20253642
Q3 20253843
Q4 20254036
Q1 20263742

Biggest buyers

Equitable Holdings, Inc. Added +26,729+26.7k
BURRUS FINANCIAL SERVICES, INC. Added +16,475+16.5k
LPL Financial LLC Added +5,758+5.8k
BANK OF AMERICA CORP /DE/ Added +5,573+5.6k
COMMONWEALTH EQUITY SERVICES, LLC Added +4,547+4.5k
Hara Capital LLC Added +4,465+4.5k
OSAIC HOLDINGS, INC. Added +4,352+4.4k
Armbruster Capital Management, Inc. Added +3,749+3.7k
CIBC WORLD MARKET INC. New +2,700+2.7k
Foundations Investment Advisors, LLC New +2,653+2.7k

Biggest sellers

RFP Financial Group LLC Sold out -35,150-35.1k
VANTAGEPOINT INVESTMENT ADVISERS LLC Reduced -20,689-20.7k
Fortis Advisors, LLC Sold out -6,473-6.5k
RWA WEALTH PARTNERS, LLC Reduced -6,310-6.3k
Sterling Manor Financial, LLC Reduced -3,398-3.4k
MENORA MIVTACHIM HOLDINGS LTD. Reduced -3,384-3.4k
GOLDMAN SACHS GROUP INC Sold out -3,261-3.3k
TWO SIGMA INVESTMENTS, LP Reduced -3,200-3.2k
McIlrath & Eck, LLC Reduced -2,438-2.4k
CENTAURUS FINANCIAL, INC. Reduced -2,201-2.2k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANTAGEPOINT INVESTMENT ADVISERS LLC 0.57% of their portfolio WASHINGTON, DC 499,160499.2k $67.2m $67.2m 0.57% Reduced -20.7k -20,689
2 Armbruster Capital Management, Inc. 9.53% of their portfolio PITTSFORD, NY 431,969432.0k $58.1m $58.1m 9.53% Added +3.7k +3,749
3 ANDERSON HOAGLAND & CO 2.88% of their portfolio ST LOUIS, MO 248,431248.4k $33.4m $33.4m 2.88% Added +891 +891
4 Equitable Holdings, Inc. 0.18% of their portfolio NEW YORK, NY 215,571215.6k $28.6m $28.6m 0.18% Added +26.7k +26,729
5 BURRUS FINANCIAL SERVICES, INC. 12.23% of their portfolio SALT LAKE CITY, UT 198,475198.5k $26.7m $26.7m 12.23% Added +16.5k +16,475
6 MENORA MIVTACHIM HOLDINGS LTD. 0.06% of their portfolio Ramat Gan, L3 93,33993.3k $12.6m $12.6m 0.06% Reduced -3.4k -3,384
7 RWA WEALTH PARTNERS, LLC 0.11% of their portfolio BOSTON, MA 76,69876.7k $10.3m $10.3m 0.11% Reduced -6.3k -6,310
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 72,98773.0k $9.8m $9.8m 0.00% Added +5.6k +5,573
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 67,03067.0k $9.0m $9.0m 0.00% Added +5.8k +5,758
10 Sterling Manor Financial, LLC 4.98% of their portfolio Saratoga Springs, NY 59,11759.1k $8.0m $8.0m 4.98% Reduced -3.4k -3,398
11 UMB Bank, n.a. 0.09% of their portfolio Kansas City, MO 50,30750.3k $6.8m $6.8m 0.09% Reduced -85 -85
12 Capital Advisors Wealth Management, LLC 0.76% of their portfolio YAKIMA, WA 42,26942.3k $5.7m $5.7m 0.76% Added +327 +327
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 33,78933.8k $4.5m $4.5m 0.00% Reduced -84 -84
14 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 33,56133.6k $4.5m $4.5m 0.02% Reduced -49 -49
15 Lebenthal Global Advisors, LLC 0.61% of their portfolio Hauppauge, NY 31,20131.2k $4.2m $4.2m 0.61% Added +236 +236
16 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 26,34926.3k $3.5m $3.5m 0.02% Added +9 +9
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 24,60124.6k $3.3m $3.3m 0.00% Added +4.4k +4,352
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 18,99219.0k $2.6m $2.6m 0.00% Reduced -693 -693
19 McIlrath & Eck, LLC 0.15% of their portfolio ARLINGTON, WA 15,12115.1k $2.0m $2.0m 0.15% Reduced -2.4k -2,438
20 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 14,60314.6k $2.0m $2.0m 0.00% Reduced -8 -8
21 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 14,40614.4k $1.9m $1.9m 0.00% Unchanged
22 Sovereign Financial Group, Inc. 0.31% of their portfolio STAMFORD, CT 13,30713.3k $1.8m $1.8m 0.31% Reduced -55 -55
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,14813.1k $1.8m $1.8m 0.00% Added +4.5k +4,547
24 Compass Advisory Group LLC 0.40% of their portfolio MELVILLE, NY 11,18411.2k $1.5m $1.5m 0.40% Added +877 +877
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,30810.3k $1.4m $1.4m 0.00% Reduced -38 -38
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 9,8889.9k $1.3m $1.3m 0.00% Added +2.3k +2,288
27 Visionary Wealth Advisors 0.06% of their portfolio O'FALLON, IL 9,2949.3k $1.3m $1.3m 0.06% Reduced -177 -177
28 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 9,0589.1k $1.2m $1.2m 0.01% Added +34 +34
29 CoreFirst Bank & Trust 0.63% of their portfolio TOPEKA, KS 8,8348.8k $1.2m $1.2m 0.63% Reduced -1.8k -1,835
30 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 8,7508.8k $1.2m $1.2m 0.01% Reduced -131 -131
31 Keystone Financial Group 0.08% of their portfolio LEXINGTON, KY 8,7448.7k $1.2m $1.2m 0.08% Added +75 +75
32 Long Island Wealth Management, Inc. 0.54% of their portfolio MELVILLE, NY 8,6108.6k $1.2m $1.2m 0.54% Added +144 +144
33 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 8,2008.2k $1.1m $1.1m 0.00% Reduced -3.2k -3,200
34 Hara Capital LLC 0.51% of their portfolio BELLEVUE, WA 7,6117.6k $1.0m $1.0m 0.51% Added +4.5k +4,465
35 Kathmere Capital Management, LLC 0.06% of their portfolio WAYNE, PA 7,5087.5k $1.0m $1.0m 0.06% Unchanged
36 Rockingstone Advisors LLC 0.44% of their portfolio GREAT BARRINGTON, MA 7,1877.2k $967.4k $967.4k 0.44% Reduced -5 -5
37 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 7,0877.1k $953.9k $953.9k 0.00% Unchanged
38 Stonehearth Capital Management, LLC 0.33% of their portfolio DANVERS, MA 6,2686.3k $843.7k $843.7k 0.33% Reduced -86 -86
39 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,0066.0k $808.4k $808.4k 0.00% Reduced -905 -905
40 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 5,5855.6k $751.8k $751.8k 0.00% Reduced -70 -70
41 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 5,4815.5k $737.8k $737.8k 0.00% Reduced -80 -80
42 Financial Partners Group, Inc 0.08% of their portfolio Overland Park, KS 5,2285.2k $703.7k $703.7k 0.08% Reduced -2 -2
43 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 4,8914.9k $658.0k $658.0k 0.03% Reduced -2.2k -2,201
44 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,4794.5k $603.0k $603.0k 0.00% Added +136 +136
45 Essex Financial Services, Inc. 0.03% of their portfolio ESSEX, CT 4,3864.4k $590.4k $590.4k 0.03% Added +11 +11
46 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,0504.0k $545.2k $545.2k 0.00% Reduced -2.1k -2,085
47 Sunbelt Securities, Inc. 0.03% of their portfolio HOUSTON, TX 3,3423.3k $449.9k $449.9k 0.03% Unchanged
48 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio Seattle, WA 3,1193.1k $419.8k $419.8k 0.01% Unchanged
49 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 3,0343.0k $408.4k $408.4k 0.00% Reduced -588 -588
50 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 2,7662.8k $372.3k $372.3k 0.00% Reduced -394 -394
51 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 2,7002.7k $363.4k $363.4k 0.00% New
52 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 2,6532.7k $357.2k $357.2k 0.00% New
53 Smart Money Group LLC 0.10% of their portfolio EASTLAND, TX 2,5112.5k $338.0k $338.0k 0.10% Added +8 +8
54 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,4752.5k $333.1k $333.1k 0.00% Added +308 +308
55 MELFA WEALTH MANAGEMENT, INC. 0.17% of their portfolio WESTBOROUGH, MA 2,2022.2k $296.4k $296.4k 0.17% Added +47 +47
56 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 2,1992.2k $296.0k $296.0k 0.00% Added +494 +494
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 2,1902.2k $294.8k $294.8k 0.00% New
58 Werba Rubin Papier Wealth Management 0.04% of their portfolio SAN JOSE, CA 2,0662.1k $278.1k $278.1k 0.04% Added +510 +510
59 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.03% of their portfolio ST. LOUIS, MO 2,0012.0k $269.4k $269.4k 0.03% Reduced -104 -104
60 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 1,8681.9k $251.5k $251.5k 0.00% Unchanged
61 Parkside Financial Bank & Trust 0.02% of their portfolio SAINT LOUIS, MO 1,7871.8k $240.5k $240.5k 0.02% Reduced -21 -21
62 Exit Wealth Advisors, LLC. 0.12% of their portfolio ATLANTA, GA 1,7791.8k $239.5k $239.5k 0.12% Added +9 +9
63 MOTIVE WEALTH ADVISORS 0.11% of their portfolio BIRMINGHAM, MI 1,7681.8k $238.0k $238.0k 0.11% Reduced -174 -174
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,7151.7k $227.1k $227.1k 0.00% New
65 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 1,6771.7k $225.7k $225.7k 0.00% New
66 Leonard Rickey Investment Advisors P.L.L.C. 0.04% of their portfolio YAKIMA, WA 1,5851.6k $213.4k $213.4k 0.04% Unchanged
67 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 1,5681.6k $211.9k $211.9k 0.00% Reduced -1.1k -1,132
68 Daviman Financial, LLC 0.12% of their portfolio FISHERS, IN 1,5481.5k $208.4k $208.4k 0.12% Reduced -414 -414
69 LAM GROUP, INC. 0.11% of their portfolio LAKE OSWEGO, OR 1,4451.4k $194.5k $194.5k 0.11% New
70 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,1261.1k $151.6k $151.6k 0.00% Reduced -85 -85
71 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 975975 $131.2k $131.2k 0.00% Added +71 +71
72 MANNING & NAPIER ADVISORS LLC 0.00% of their portfolio Fairport, NY 946946 $127.3k $127.3k 0.00% Unchanged
73 ATLAS CAPITAL ADVISORS INC. 0.01% of their portfolio JACKSON, WY 815815 $109.7k $109.7k 0.01% Unchanged
74 MBM WEALTH CONSULTANTS, LLC 0.02% of their portfolio CHESTERFIELD, MO 775775 $104.3k $104.3k 0.02% New
75 Pacific Center for Financial Services 0.02% of their portfolio DANVILLE, CA 553553 $74.4k $74.4k 0.02% Added +4 +4
76 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 433433 $58.3k $58.3k 0.00% First filing
77 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 340340 $45.8k $45.8k 0.00% New
78 True Wealth Design, LLC 0.01% of their portfolio AKRON, OH 312312 $42.0k $42.0k 0.01% Unchanged
79 Root Financial Partners, LLC 0.00% of their portfolio ENCINITAS, CA 252252 $33.9k $33.9k 0.00% Unchanged
80 Glass Jacobson Investment Advisors llc 0.01% of their portfolio OWINGS MILLS, MD 186186 $25.1k $25.1k 0.01% Added +1 +1
81 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 175175 $23.6k $23.6k 0.00% Unchanged
82 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 150150 $20.2k $20.2k 0.00% Unchanged
83 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 107107 $14.4k $14.4k 0.00% Unchanged
84 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 100100 $13.5k $13.5k 0.00% Unchanged
85 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 100100 $13.5k $13.5k 0.00% Unchanged
86 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 7070 $9.4k $9.4k 0.00% Unchanged
87 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 4646 $6.2k $6.2k 0.00% Unchanged
88 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 4242 $5.7k $5.7k 0.00% Unchanged
89 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3131 $4.2k $4.2k 0.00% New
90 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 2828 $3.8k $3.8k 0.00% Unchanged
91 Triumph Capital Management 0.00% of their portfolio DENVER, CO 1010 $1.3k $1.3k 0.00% Unchanged
92 Central Pacific Bank - Trust Division 0.00% of their portfolio HONOLULU, HI 66 $808 $808 0.00% Unchanged
93 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 22 $269 $269 0.00% Reduced -5 -5
94 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $84 $84 0.00% Unchanged