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

43 institutions reported holding $73.2M of VANGUARD WELLINGTON FD (VFMV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ANDERSON HOAGLAND & CO ($24.9M), TITLEIST ASSET MANAGEMENT, LLC ($5.7M), Cambridge Investment Research Advisors, Inc. ($5.6M), Sculati Wealth Management, LLC ($4.9M), Sequoia Financial Advisors, LLC ($4.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ANDERSON HOAGLAND & CO$24.9M178,856Trimmed
2TITLEIST ASSET MANAGEMENT, LLC$5.7M41,234Added
3Cambridge Investment Research Advisors, Inc.$5.6M40,020Added
4Sculati Wealth Management, LLC$4.9M34,373Added
5Sequoia Financial Advisors, LLC$4.9M34,945Trimmed
6CREATIVE FINANCIAL DESIGNS INC /ADV$4.2M29,807Trimmed
7Kestra Advisory Services, LLC$4.1M29,192Added
8ENVESTNET ASSET MANAGEMENT INC$3.0M21,573Added
9Cornerstone Planning, LLC$2.7M19,272Added
10Independence Asset Advisors, LLC$2.6M18,541Hold
11Glass Jacobson Investment Advisors llc$1.4M10,291Added
12Keystone Financial Group$1.3M8,973Trimmed
13Signal Advisors Wealth, LLC$1.0M7,315Added
14COMMONWEALTH EQUITY SERVICES, LLC$984,1807,062Added
15GUYASUTA INVESTMENT ADVISORS INC$979,0307,025New
16TD Waterhouse Canada Inc.$951,4576,827Trimmed
17Interchange Capital Partners, LLC$774,3045,556Hold
18Apollon Financial, LLC$586,0244,205Hold
19TRUIST FINANCIAL CORP$566,6524,066Hold
20SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$529,3083,798Added
21D.A. DAVIDSON & CO.$444,5703,190Hold
22FLAGSHIP HARBOR ADVISORS, LLC$358,4422,572Trimmed
23Elm3 Financial Group, LLC$315,5192,264Trimmed
24IFP Advisors, Inc$197,0611,414Added
25Farther Finance Advisors, LLC$47,941344Added

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