Who Owns VANGUARD WELLINGTON FD (VFMF)? -- Institutional Holders (2026-06-30)

56 institutions reported holding $222.4M of VANGUARD WELLINGTON FD (VFMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: ANDERSON HOAGLAND & CO ($53.5M), Cambridge Investment Research Advisors, Inc. ($30.7M), Systelligence, LLC ($28.4M), ENVESTNET ASSET MANAGEMENT INC ($26.3M), Opus Capital Group, LLC ($19.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ANDERSON HOAGLAND & CO$53.5M302,472Trimmed
2Cambridge Investment Research Advisors, Inc.$30.7M173,624Added
3Systelligence, LLC$28.4M160,678Added
4ENVESTNET ASSET MANAGEMENT INC$26.3M148,790Trimmed
5Opus Capital Group, LLC$19.0M107,138Added
6Storen Legacy Partners, LLC$10.1M57,126Trimmed
7Rooted Wealth Advisors, Inc.$9.7M54,569Added
8BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$7.6M43,048Added
9COMMONWEALTH EQUITY SERVICES, LLC$3.6M20,611Added
10BARNES PETTEY FINANCIAL ADVISORS, LLC$3.6M20,336Added
11Cedar Point Capital Partners, LLC$2.8M15,926Added
12Walkner Condon Financial Advisors LLC$2.7M15,363Trimmed
13MGO ONE SEVEN LLC$2.7M15,169Added
14VICTORY FINANCIAL GROUP, LLC$2.7M15,156Trimmed
15HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.2M12,619Trimmed
16Onyx Bridge Wealth Group LLC$2.2M12,461Added
17Apollon Wealth Management, LLC$1.7M9,743Added
18PERRYMAN FINANCIAL ADVISORY INC /AD$1.7M9,442Added
19SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$1.4M7,849Added
20Seed Wealth Management, Inc.$1.2M6,650Hold
21Clark Asset Management, LLC$1.1M6,350Added
22Physician Wealth Advisors, Inc.$647,5033,659Trimmed
23J.W. COLE ADVISORS, INC.$543,4573,071New
24Dynamic Advisor Solutions LLC$427,2522,414Added
25Harbor Asset Planning, Inc.$400,8532,266Added

Source: SEC Form 13F filings · as of 2026-06-30