Who Owns VANGUARD WELLINGTON FD (VFVA)? -- Institutional Holders (2026-03-31)
102 institutions reported holding $337.7M of VANGUARD WELLINGTON FD (VFVA) in SEC 13F filings for 2026-03-31. Largest institutional holders: VANTAGEPOINT INVESTMENT ADVISERS LLC ($67.2M), Armbruster Capital Management, Inc. ($58.1M), ANDERSON HOAGLAND & CO ($33.4M), Equitable Holdings, Inc. ($28.6M), BURRUS FINANCIAL SERVICES, INC. ($26.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $67.2M | 499,160 | Trimmed |
| 2 | Armbruster Capital Management, Inc. | $58.1M | 431,969 | Added |
| 3 | ANDERSON HOAGLAND & CO | $33.4M | 248,431 | Added |
| 4 | Equitable Holdings, Inc. | $28.6M | 215,571 | Added |
| 5 | BURRUS FINANCIAL SERVICES, INC. | $26.7M | 198,475 | Added |
| 6 | MENORA MIVTACHIM HOLDINGS LTD. | $12.6M | 93,339 | Trimmed |
| 7 | RWA WEALTH PARTNERS, LLC | $10.3M | 76,698 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $9.8M | 72,987 | Added |
| 9 | LPL Financial LLC | $9.0M | 67,030 | Added |
| 10 | Sterling Manor Financial, LLC | $8.0M | 59,117 | Trimmed |
| 11 | UMB BANK N A/MO | $6.8M | 50,307 | Trimmed |
| 12 | Capital Advisors Wealth Management, LLC | $5.7M | 42,269 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $4.5M | 33,789 | Trimmed |
| 14 | EP Wealth Advisors, LLC | $4.5M | 33,561 | Trimmed |
| 15 | Lebenthal Global Advisors, LLC | $4.2M | 31,201 | Added |
| 16 | Sequoia Financial Advisors, LLC | $3.5M | 26,349 | Added |
| 17 | OSAIC HOLDINGS, INC. | $3.3M | 24,601 | Added |
| 18 | Royal Bank of Canada | $2.6M | 18,992 | Trimmed |
| 19 | McIlrath & Eck, LLC | $2.0M | 15,121 | Trimmed |
| 20 | Cerity Partners LLC | $2.0M | 14,603 | Trimmed |
| 21 | BROWN ADVISORY INC | $1.9M | 14,406 | Hold |
| 22 | Sovereign Financial Group, Inc. | $1.8M | 13,307 | Trimmed |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 13,148 | Added |
| 24 | Compass Advisory Group LLC | $1.5M | 11,184 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $1.4M | 10,308 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31