Who Owns VANGUARD WELLINGTON FD (VFMV)? -- Institutional Holders (2026-03-31)

86 institutions reported holding $198.5M of VANGUARD WELLINGTON FD (VFMV) in SEC 13F filings for 2026-03-31. Largest institutional holders: WELLS FARGO & COMPANY/MN ($26.7M), ANDERSON HOAGLAND & CO ($24.4M), Foundations Investment Advisors, LLC ($21.7M), RFP Financial Group LLC ($16.6M), LPL Financial LLC ($11.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$26.7M200,114New
2ANDERSON HOAGLAND & CO$24.4M183,460Added
3Foundations Investment Advisors, LLC$21.7M163,235Added
4RFP Financial Group LLC$16.6M124,716New
5LPL Financial LLC$11.9M89,657Trimmed
6UBS Group AG$8.7M65,405Added
7Equitable Holdings, Inc.$7.1M54,307Added
8Sequoia Financial Advisors, LLC$6.5M48,437Trimmed
9UMB BANK N A/MO$5.7M42,703Added
10TITLEIST ASSET MANAGEMENT, LLC$5.4M40,419Added
11SMITH, MOORE & CO.$4.5M34,041Added
12Sculati Wealth Management, LLC$4.4M33,372Added
13CREATIVE FINANCIAL DESIGNS INC /ADV$4.0M30,053Added
14Kestra Advisory Services, LLC$3.9M29,054Trimmed
15TWO SIGMA INVESTMENTS, LP$3.4M25,700Added
16Cetera Investment Advisers$2.9M22,006Added
17Capital Analysts, LLC$2.7M20,532Added
18Cambridge Investment Research Advisors, Inc.$2.6M19,292Trimmed
19Cornerstone Planning, LLC$2.6M19,232Trimmed
20Independence Asset Advisors, LLC$2.5M18,541Hold
21ENVESTNET ASSET MANAGEMENT INC$2.3M17,180Added
22Advisory Services Network, LLC$2.1M15,519New
23Savvy Advisors, Inc.$1.8M13,829New
24Pathstone Holdings, LLC$1.5M11,161Trimmed
25Royal Bank of Canada$1.4M10,852Added

Source: SEC Form 13F filings · as of 2026-03-31