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

116 institutions reported holding $312.5M of VANGUARD WELLINGTON FD (VFMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: ANDERSON HOAGLAND & CO ($53.5M), Systelligence, LLC ($28.4M), ENVESTNET ASSET MANAGEMENT INC ($26.3M), LPL Financial LLC ($22.1M), Opus Capital Group, LLC ($19.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ANDERSON HOAGLAND & CO$53.5M302,472Trimmed
2Systelligence, LLC$28.4M160,678Added
3ENVESTNET ASSET MANAGEMENT INC$26.3M148,790Trimmed
4LPL Financial LLC$22.1M124,650Added
5Opus Capital Group, LLC$19.0M107,138Added
6Cambridge Investment Research Advisors, Inc.$15.4M86,812Added
7UMB BANK N A/MO$11.7M66,037Trimmed
8RAYMOND JAMES FINANCIAL INC$10.4M58,773Added
9Storen Legacy Partners, LLC$10.1M57,126Trimmed
10Rooted Wealth Advisors, Inc.$9.7M54,569Added
11Geneos Wealth Management Inc.$7.8M44,273Added
12BARON SILVER STEVENS FINANCIAL ADVISORS, LLC$7.6M43,048Added
13ADVISORTRUST PARTNERS, LLC$6.0M34,070Added
14OSAIC HOLDINGS, INC.$4.9M27,724Added
15Royal Bank of Canada$3.7M20,972Added
16COMMONWEALTH EQUITY SERVICES, LLC$3.6M20,611Added
17BARNES PETTEY FINANCIAL ADVISORS, LLC$3.6M20,336Added
18Partners in Financial Planning$3.4M19,325Trimmed
19TFB Advisors LLC$3.4M19,206Added
20TWO SIGMA INVESTMENTS, LP$3.0M16,900New
21Cedar Point Capital Partners, LLC$2.8M15,926Added
22Walkner Condon Financial Advisors LLC$2.7M15,363Trimmed
23MGO ONE SEVEN LLC$2.7M15,169Added
24VICTORY FINANCIAL GROUP, LLC$2.7M15,156Trimmed
25Equitable Holdings, Inc.$2.3M12,889New

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