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

Name: VANGUARD WELLINGTON FD (VFVA) Institutional Holders (2026-06-30)
Creator: ko.io

101 institutions reported holding $373.5M of VANGUARD WELLINGTON FD (VFVA) in SEC 13F filings for 2026-06-30. Largest institutional holders: VANTAGEPOINT INVESTMENT ADVISERS LLC ($77.9M), Armbruster Capital Management, Inc. ($64.1M), Equitable Holdings, Inc. ($36.6M), ANDERSON HOAGLAND & CO ($36.2M), BURRUS FINANCIAL SERVICES, INC. ($28.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	VANTAGEPOINT INVESTMENT ADVISERS LLC	$77.9M	524,677	Added
2	Armbruster Capital Management, Inc.	$64.1M	431,781	Trimmed
3	Equitable Holdings, Inc.	$36.6M	246,317	Added
4	ANDERSON HOAGLAND & CO	$36.2M	243,852	Trimmed
5	BURRUS FINANCIAL SERVICES, INC.	$28.9M	195,002	Trimmed
6	MENORA MIVTACHIM HOLDINGS LTD.	$13.9M	93,339	Hold
7	BANK OF AMERICA CORP /DE/	$11.4M	77,121	Added
8	RWA WEALTH PARTNERS, LLC	$10.8M	72,691	Trimmed
9	LPL Financial LLC	$10.5M	70,564	Added
10	UMB BANK N A/MO	$7.3M	48,898	Trimmed
11	Capital Advisors Wealth Management, LLC	$6.3M	42,696	Added
12	RAYMOND JAMES FINANCIAL INC	$4.9M	33,277	Trimmed
13	EP Wealth Advisors, LLC	$4.9M	32,806	Trimmed
14	Lebenthal Global Advisors, LLC	$4.6M	31,083	Trimmed
15	Sequoia Financial Advisors, LLC	$3.9M	26,360	Added
16	Royal Bank of Canada	$3.5M	23,283	Added
17	OSAIC HOLDINGS, INC.	$3.4M	23,048	Trimmed
18	Savant Capital, LLC	$2.3M	16,378	Added
19	TWO SIGMA INVESTMENTS, LP	$2.1M	14,100	Added
20	Cerity Partners LLC	$2.0M	13,708	Trimmed
21	Sovereign Financial Group, Inc.	$1.9M	12,741	Trimmed
22	Compass Advisory Group LLC	$1.7M	11,233	Added
23	BROWN ADVISORY INC	$1.6M	10,784	Trimmed
24	Seven Bridges Advisors LLC	$1.5M	10,115	New
25	UBS Group AG	$1.5M	10,092	Added

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