DaveManuel.com · Institutional Ownership · Who Owns It
VANGUARD WELLINGTON FD (VFMV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
89
Reporting holders
$185.7M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ANDERSON HOAGLAND & CO | $24.9M | 178,856 | 1.95% | 23q | -2.5%-$641.6K |
| Foundations Investment Advisors, LLC | $24.4M | 174,905 | 0.25% | 14q | +7.1%+$1.6M |
| LPL Financial LLC | $17.9M | 128,559 | 0.00% | 17q | +43.4%+$5.4M |
| UBS Group AG | $9.1M | 65,433 | 0.00% | 16q | HELD |
| Equitable Holdings, Inc. | $8.5M | 61,327 | 0.05% | 6q | +12.9%+$978.3K |
| NewEdge Advisors, LLC | $8.4M | 60,163 | 0.02% | 9q | -1.3%-$111.9K |
| UMB Bank, n.a. | $5.9M | 42,283 | 0.07% | 19q | -1.0%-$58.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $5.7M | 41,234 | 0.39% | 7q | +2.0%+$113.6K |
| Cambridge Investment Research Advisors, Inc. | $5.6M | 40,020 | 0.01% | 31q | +107.4%+$2.9M |
| Sculati Wealth Management, LLC | $4.9M | 34,373 | 1.63% | 5q | +3.0%+$142.5K |
| Sequoia Financial Advisors, LLC | $4.9M | 34,945 | 0.02% | 4q | -27.9%-$1.9M |
| SMITH, MOORE & CO. | $4.8M | 34,380 | 0.31% | 7q | +1.0%+$47.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.2M | 29,807 | 0.20% | 5q | -0.8%-$34.3K |
| Kestra Advisory Services, LLC | $4.1M | 29,192 | 0.01% | 4q | HELD |
| Cetera Investment Advisers | $3.9M | 28,209 | 0.00% | 6q | +28.2%+$864.5K |
| TWO SIGMA INVESTMENTS, LP | $3.2M | 23,000 | 0.00% | 6q | -10.5%-$376.3K |
| Capital Analysts, LLC | $3.1M | 22,575 | 0.07% | 4q | +10.0%+$284.7K |
| ENVESTNET ASSET MANAGEMENT INC | $3.0M | 21,573 | 0.00% | 29q | +25.6%+$612.2K |
| Cornerstone Planning, LLC | $2.7M | 19,272 | 0.62% | 3q | HELD |
| Advisory Services Network, LLC | $2.6M | 18,659 | 0.03% | 2q | +20.2%+$437.6K |
| Independence Asset Advisors, LLC | $2.6M | 18,541 | 0.67% | 7q | HELD |
| Pathstone Holdings, LLC | $1.5M | 10,984 | 0.00% | 11q | -1.6%-$24.7K |
| ROYAL BANK OF CANADA | $1.5M | 10,845 | 0.00% | 31q | HELD |
| MML INVESTORS SERVICES, LLC | $1.5M | 10,822 | 0.00% | 5q | +32.1%+$366.7K |
| Glass Jacobson Investment Advisors llc | $1.4M | 10,291 | 0.45% | 13q | +1.5%+$20.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.4M | 10,291 | 0.00% | 2q | +1.5%+$20.6K |
| Keystone Financial Group | $1.3M | 8,973 | 0.07% | 8q | -2.0%-$24.9K |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 8,412 | 0.00% | 6q | +41.0%+$341.0K |
| OSAIC HOLDINGS, INC. | $1.2M | 8,335 | 0.00% | 26q | +5.2%+$57.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 8,082 | 0.00% | new | NEW |
| Compass Financial Group, INC/SD | $1.0M | 7,532 | 0.12% | 15q | -6.7%-$75.5K |
| Signal Advisors Wealth, LLC | $1.0M | 7,315 | 0.05% | 5q | +57.3%+$371.3K |
| MARIPAU WEALTH MANAGEMENT LLC | $992.5K | 7,124 | 0.35% | 5q | +53.2%+$344.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $984.2K | 7,062 | 0.00% | 31q | +4.0%+$37.6K |
| GUYASUTA INVESTMENT ADVISORS INC | $979.0K | 7,025 | 0.05% | new | NEW |
| TD Waterhouse Canada Inc. | $951.5K | 6,827 | 0.00% | 3q | -2.8%-$27.2K |
| SILVER OAK SECURITIES, INCORPORATED | $921.4K | 6,611 | 0.06% | 4q | +51.6%+$313.4K |
| GOLDMAN SACHS GROUP INC | $811.9K | 5,826 | 0.00% | new | NEW |
| Interchange Capital Partners, LLC | $774.3K | 5,556 | 0.15% | 9q | HELD |
| Tower Research Capital LLC (TRC) | $733.7K | 5,265 | 0.02% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $611.5K | 4,388 | 0.01% | 6q | +36.4%+$163.1K |
| Apollon Financial, LLC | $586.0K | 4,205 | 0.07% | 6q | HELD |
| TRUIST FINANCIAL CORP | $566.7K | 4,066 | 0.00% | 5q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $529.3K | 3,798 | 0.01% | 8q | +19.2%+$85.4K |
| BANK OF MONTREAL /CAN/ | $507.4K | 3,641 | 0.00% | 8q | -6.3%-$34.3K |
| HighTower Advisors, LLC | $463.7K | 3,327 | 0.00% | new | NEW |
| D.A. DAVIDSON & CO. | $444.6K | 3,190 | 0.00% | 30q | HELD |
| Quantinno Capital Management LP | $423.4K | 3,038 | 0.00% | 3q | HELD |
| Caitlin John, LLC | $413.7K | 2,969 | 0.23% | 11q | -2.5%-$10.7K |
| Parallel Advisors, LLC | $413.2K | 2,965 | 0.01% | 14q | -3.3%-$13.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $390.8K | 2,804 | 0.00% | 6q | +13.0%+$44.9K |
| Madison Wealth Partners, Inc | $390.1K | 2,799 | 0.05% | new | NEW |
| Ameritas Advisory Services, LLC | $366.2K | 2,628 | 0.01% | 5q | +37.9%+$100.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | $358.4K | 2,572 | 0.01% | 8q | -11.0%-$44.5K |
| Elm3 Financial Group, LLC | $315.5K | 2,264 | 0.22% | 5q | -3.0%-$9.8K |
| Regal Investment Advisors LLC | $311.3K | 2,234 | 0.02% | 2q | HELD |
| Parkside Financial Bank & Trust | $280.5K | 2,013 | 0.02% | 31q | HELD |
| Cerity Partners LLC | $266.2K | 1,910 | 0.00% | 3q | HELD |
| Bank of New York Mellon Corp | $264.4K | 1,897 | 0.00% | new | NEW |
| Western Wealth Management, LLC | $238.3K | 1,710 | 0.01% | 3q | HELD |
| JANE STREET GROUP, LLC | $238.0K | 1,708 | 0.00% | new | NEW |
| Vise Technologies, Inc. | $237.2K | 1,702 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $210.0K | 1,511 | 0.00% | new | NEW |
| IFP Advisors, Inc | $197.1K | 1,414 | 0.00% | 4q | +2672.5%+$190.0K |
| Arax Advisory Partners | $168.7K | 1,210 | 0.00% | 25q | +54.1%+$59.3K |
| MORGAN STANLEY | $90.3K | 648 | 0.00% | 6q | +25.8%+$18.5K |
| HARBOUR INVESTMENTS, INC. | $78.9K | 566 | 0.00% | 4q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $64.0K | 459 | 0.00% | 15q | HELD |
| VANGUARD ADVISERS INC | $57.3K | 411 | 0.00% | 2q | +32.6%+$14.1K |
| JPMORGAN CHASE & CO | $55.4K | 398 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $47.9K | 344 | 0.00% | 2q | +4.9%+$2.2K |
| Geneos Wealth Management Inc. | $42.7K | 307 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $38.3K | 275 | 0.00% | 2q | -99.9%-$27.9M |
| Physician Wealth Advisors, Inc. | $37.6K | 270 | 0.00% | 6q | HELD |
| PROATHLETE WEALTH MANAGEMENT LLC | $32.2K | 231 | 0.01% | 3q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $29.3K | 210 | 0.00% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $18.1K | 130 | 0.00% | 6q | HELD |
| AdvisorNet Financial, Inc | $16.3K | 117 | 0.00% | 6q | +0.9% |
| TSFG, LLC | $14.0K | 103 | 0.00% | new | NEW |
| City State Bank | $13.9K | 100 | 0.00% | 18q | HELD |
| Triumph Capital Management | $13.5K | 97 | 0.00% | 3q | HELD |
| JFS WEALTH ADVISORS, LLC | $9.1K | 65 | 0.00% | 8q | HELD |
| CX Institutional | $9.0K | 67 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $8.1K | 58 | 0.00% | 4q | HELD |
| Archer Investment Corp | $6.1K | 44 | 0.00% | new | NEW |
| Nova Wealth Management, Inc. | $5.6K | 40 | 0.00% | 2q | -78.4%-$20.2K |
| Corsicana & Co. | $4.2K | 30 | 0.00% | new | NEW |
| Oakmont Advisory Group, LLC | $3.7K | 27 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $3.1K | 23 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 31 | $59.4M | 410,578 | 4 | 7 | 7 | 0.0% |
| Q2 2026 | 89 | $185.7M | 1,331,467 | 17 | 30 | 17 | 0.0% |
| Q1 2026 | 83 | $206.6M | 1,552,277 | 12 | 23 | 18 | 0.0% |
| Q4 2025 | 73 | $151.9M | 1,165,290 | 9 | 30 | 14 | 0.0% |
| Q3 2025 | 67 | $144.7M | 1,104,982 | 11 | 22 | 17 | 0.0% |
| Q2 2025 | 66 | $134.4M | 1,048,361 | 17 | 23 | 13 | 0.0% |
| Q1 2025 | 56 | $143.6M | 1,151,413 | 19 | 18 | 10 | 0.0% |
| Q4 2024 | 40 | $84.5M | 697,608 | 6 | 16 | 6 | 0.0% |
| Q3 2024 | 38 | $70.0M | 575,724 | 10 | 12 | 9 | 0.0% |
| Q2 2024 | 33 | $53.9M | 475,132 | 7 | 10 | 7 | 0.0% |
| Q1 2024 | 35 | $55.6M | 501,618 | 2 | 12 | 13 | 0.0% |
| Q4 2023 | 39 | $55.3M | 528,168 | 5 | 8 | 14 | 0.0% |
| Q3 2023 | 39 | $56.0M | 581,885 | 6 | 10 | 9 | 0.0% |
| Q2 2023 | 33 | $54.0M | 540,461 | 3 | 10 | 11 | 0.0% |
| Q1 2023 | 31 | $51.7M | 526,145 | 6 | 14 | 3 | 0.0% |
| Q4 2022 | 35 | $47.2M | 480,234 | 11 | 10 | 5 | 0.0% |
| Q3 2022 | 25 | $103.0M | 1,154,683 | 3 | 12 | 3 | 0.0% |
| Q2 2022 | 25 | $108.2M | 1,121,532 | 3 | 10 | 3 | 0.0% |
| Q1 2022 | 29 | $112.3M | 1,085,737 | 6 | 8 | 3 | 0.0% |
| Q4 2021 | 26 | $109.3M | 1,031,704 | 3 | 3 | 8 | 0.0% |
| Q3 2021 | 24 | $92.5M | 947,130 | 2 | 8 | 4 | 0.0% |
| Q2 2021 | 26 | $86.4M | 878,661 | 1 | 5 | 10 | 0.0% |
| Q1 2021 | 29 | $86.4M | 924,319 | 6 | 4 | 11 | 0.0% |
| Q4 2020 | 27 | $85.6M | 957,124 | 2 | 7 | 10 | 0.0% |
| Q3 2020 | 28 | $90.2M | 1,095,062 | 4 | 6 | 8 | 0.0% |
| Q2 2020 | 24 | $82.9M | 1,048,308 | 3 | 6 | 6 | 0.0% |
| Q1 2020 | 24 | $86.1M | 1,201,253 | 7 | 6 | 3 | 0.0% |
| Q4 2019 | 23 | $103.3M | 1,124,010 | 2 | 8 | 3 | 0.0% |
| Q3 2019 | 20 | $35.2M | 394,823 | 7 | 8 | 1 | 0.0% |
| Q2 2019 | 13 | $9.9M | 114,597 | 2 | 5 | 2 | 0.0% |
| Q1 2019 | 12 | $9.0M | 108,583 | 3 | 2 | 1 | 0.0% |
| Q4 2018 | 15 | $3.4M | 45,446 | 0 | 1 | 0 | 0.0% |