VFMV — Vanguard Wellington Fd Institutional Holders · Q3 2026
Who owns Vanguard Wellington Fd (VFMV)? 6 institutions reported holding $10.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Titleist Asset Management, LLC ($6.0M), Harpswell Capital Advisors, LLC ($4.5M), Elm3 Financial Group, LLC ($287,195).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TITLEIST ASSET MANAGEMENT, LLC | $6.0M | 42,220 | Added |
| 2 | Harpswell Capital Advisors, LLC | $4.5M | 31,456 | New |
| 3 | Elm3 Financial Group, LLC | $287,195 | 2,029 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $49,116 | 347 | Added |
| 5 | ARMSTRONG ADVISORY GROUP, INC | $29,725 | 210 | Hold |
| 6 | CX Institutional | $5,000 | 34 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30