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

209 institutions reported holding $841.0M of VANGUARD WELLINGTON FD (VFMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: RITHOLTZ WEALTH MANAGEMENT ($184.0M), LPL Financial LLC ($42.8M), GREAT VALLEY ADVISOR GROUP, INC. ($41.2M), RAYMOND JAMES FINANCIAL INC ($39.2M), DAVIDSON INVESTMENT ADVISORS ($39.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RITHOLTZ WEALTH MANAGEMENT$184.0M737,643Added
2LPL Financial LLC$42.8M171,600Added
3GREAT VALLEY ADVISOR GROUP, INC.$41.2M165,303Added
4RAYMOND JAMES FINANCIAL INC$39.2M156,997Added
5DAVIDSON INVESTMENT ADVISORS$39.0M156,341Added
6ANDERSON HOAGLAND & CO$27.4M109,865Trimmed
7Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$26.0M104,019Trimmed
8Cetera Investment Advisers$24.9M99,597Added
9Systelligence, LLC$23.3M93,485Trimmed
10ENVESTNET ASSET MANAGEMENT INC$21.0M84,133Trimmed
11TWO SIGMA INVESTMENTS, LP$16.4M65,700New
12BANK OF AMERICA CORP /DE/$15.2M61,024Added
13Cambridge Investment Research Advisors, Inc.$15.2M60,770Added
14UBS Group AG$14.4M57,661Added
15WIN ADVISORS, INC$13.4M53,521Trimmed
16Financial Partners Group, Inc$13.3M53,315Added
17CABOT WEALTH MANAGEMENT INC$12.5M50,284Trimmed
18Armbruster Capital Management, Inc.$11.9M47,516Trimmed
19&PARTNERS$10.2M40,952Added
20NewEdge Advisors, LLC$10.2M40,946Added
21OPPENHEIMER & CO INC$10.1M40,457New
22Mariner, LLC$9.8M39,420Added
23BUILDER INVESTMENT GROUP INC /ADV$8.4M33,690Added
24Hobart Private Capital, LLC$8.1M32,338Added
25Royal Bank of Canada$8.1M32,297Added

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