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

98 institutions reported holding $182.6M of VANGUARD WELLINGTON FD (VFMV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ANDERSON HOAGLAND & CO ($24.9M), Foundations Investment Advisors, LLC ($24.4M), LPL Financial LLC ($17.9M), UBS Group AG ($9.1M), Equitable Holdings, Inc. ($8.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ANDERSON HOAGLAND & CO$24.9M178,856Trimmed
2Foundations Investment Advisors, LLC$24.4M174,905Added
3LPL Financial LLC$17.9M128,559Added
4UBS Group AG$9.1M65,433Added
5Equitable Holdings, Inc.$8.5M61,327Added
6NewEdge Advisors, LLC$8.4M60,163Trimmed
7UMB BANK N A/MO$5.9M42,283Trimmed
8TITLEIST ASSET MANAGEMENT, LLC$5.7M41,234Added
9Sculati Wealth Management, LLC$4.9M34,373Added
10Sequoia Financial Advisors, LLC$4.9M34,945Trimmed
11SMITH, MOORE & CO.$4.8M34,380Added
12CREATIVE FINANCIAL DESIGNS INC /ADV$4.2M29,807Trimmed
13Kestra Advisory Services, LLC$4.1M29,192Added
14Cetera Investment Advisers$3.9M28,209Added
15TWO SIGMA INVESTMENTS, LP$3.2M23,000Trimmed
16Capital Analysts, LLC$3.1M22,575Added
17ENVESTNET ASSET MANAGEMENT INC$3.0M21,573Added
18Cambridge Investment Research Advisors, Inc.$2.8M20,010Added
19Cornerstone Planning, LLC$2.7M19,272Added
20Advisory Services Network, LLC$2.6M18,659Added
21Independence Asset Advisors, LLC$2.6M18,541Hold
22Pathstone Holdings, LLC$1.5M10,984Trimmed
23Royal Bank of Canada$1.5M10,845Trimmed
24MML INVESTORS SERVICES, LLC$1.5M10,822Added
25Glass Jacobson Investment Advisors llc$1.4M10,291Added

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