13F Insight
DOSSIER · 13F Holders · Q3 2026
VFMF

VANGUARD WELLINGTON FD

114 institutions still hold VANGUARD WELLINGTON FD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921935607·114 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$386M
visible holders
Holders
114
filers reporting
Concentration
29.82%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q3 2026

114 institutions reported VFMF in Q3 2026. Brookstone Capital Management leads at 29.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Brookstone Capital Management
CIK 0001599584
$115M645K1.14%Q3 202602
ANDERSON HOAGLAND & CO
CIK 0000791191
$58M310K4.47%Q3 202603
Systelligence, LLC
CIK 0001882691
$28M161K4.75%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$26M149K0.01%Q2 202605
BRASS TAX WEALTH MANAGEMENT, INC
CIK 0002002603
$24M166K3.97%Q3 202506
LPL Financial LLC
CIK 0001403438
$22M125K0.01%Q2 202607
Opus Capital Group, LLC
CIK 0001330325
$16M106K1.77%Q1 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$12M77K0.03%Q1 202609
UMB Bank, n.a.
CIK 0000933429
$12M66K0.15%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M59K0.00%Q2 202611
Storen Legacy Partners, LLC
CIK 0002116061
$10M57K2.76%Q2 202612
Rooted Wealth Advisors, Inc.
CIK 0001963732
$10M55K2.36%Q2 202613
Geneos Wealth Management Inc.
CIK 0001764754
$8M44K0.16%Q2 202614
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CIK 0001851395
$8M43K0.96%Q2 202615
ADVISORTRUST PARTNERS, LLC
CIK 0002115523
$6M34K2.06%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M28K0.01%Q2 202617
Physician Wealth Advisors, Inc.
CIK 0001795173
$4M23K0.47%Q3 202618
ROYAL BANK OF CANADA
CIK 0001000275
$4M21K0.00%Q2 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M21K0.00%Q2 202620
BARNES PETTEY FINANCIAL ADVISORS, LLC
CIK 0001908288
$4M20K1.13%Q2 2026
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