VFVA — Vanguard Wellington Fd Institutional Holders · Q3 2026
Who owns Vanguard Wellington Fd (VFVA)? 5 institutions reported holding $7.90M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Capital Advisors Wealth Management, LLC ($6.5M), Seven Bridges Advisors LLC ($1.4M), Farther Finance Advisors, LLC ($16,275).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Capital Advisors Wealth Management, LLC | $6.5M | 43,092 | Added |
| 2 | Seven Bridges Advisors LLC | $1.4M | 9,144 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $16,275 | 108 | Added |
| 4 | CX Institutional | $9,000 | 63 | Hold |
| 5 | Central Pacific Bank - Trust Division | $1,507 | 10 | Added |
Source: SEC Form 13F filings · as of 2026-09-30