13F Insight
DOSSIER · 13F Holders · Q2 2026
VFMF

VANGUARD WELLINGTON FD

97 institutions still hold VANGUARD WELLINGTON FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921935607·97 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$241M
visible holders
Holders
97
filers reporting
Concentration
22.19%
ANDERSON HOAGLAND & CO #1
top holder share
AI Holders Summary · Q2 2026

97 institutions reported VFMF in Q2 2026. ANDERSON HOAGLAND & CO leads at 22.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ANDERSON HOAGLAND & CO
CIK 0000791191
$54M302K4.20%Q2 202602
Systelligence, LLC
CIK 0001882691
$28M161K4.75%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$26M165K0.01%Q1 202604
BRASS TAX WEALTH MANAGEMENT, INC
CIK 0002002603
$24M166K3.97%Q3 202505
Opus Capital Group, LLC
CIK 0001330325
$16M106K1.77%Q1 202606
LPL Financial LLC
CIK 0001403438
$13M81K0.00%Q1 202607
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$12M77K0.03%Q1 202608
UMB Bank, n.a.
CIK 0000933429
$10M67K0.14%Q1 202609
Storen Legacy Partners, LLC
CIK 0002116061
$10M57K2.76%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M56K0.00%Q1 202611
Rooted Wealth Advisors, Inc.
CIK 0001963732
$8M47K2.06%Q1 202612
Geneos Wealth Management Inc.
CIK 0001764754
$7M44K0.16%Q1 202613
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CIK 0001851395
$6M40K0.90%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M20K0.00%Q1 202615
Partners in Financial Planning
CIK 0002054264
$3M19K0.50%Q1 202616
TFB Advisors LLC
CIK 0001965201
$3M18K1.44%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M17K0.00%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$3M17K0.00%Q1 202619
Walkner Condon Financial Advisors LLC
CIK 0001817494
$2M16K0.33%Q1 202620
Cedar Point Capital Partners, LLC
CIK 0001954337
$2M15K1.56%Q1 2026
Page 1 of 5
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