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

VANGUARD WELLINGTON FD

109 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 921935607·109 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$269M
visible holders
Holders
109
filers reporting
Concentration
19.92%
ANDERSON HOAGLAND & CO #1
top holder share
AI Holders Summary · Q2 2026

109 institutions reported VFMF in Q2 2026. ANDERSON HOAGLAND & CO leads at 19.9% 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
$26M149K0.01%Q2 202604
BRASS TAX WEALTH MANAGEMENT, INC
CIK 0002002603
$24M166K3.97%Q3 202505
LPL Financial LLC
CIK 0001403438
$22M125K0.01%Q2 202606
Opus Capital Group, LLC
CIK 0001330325
$16M106K1.77%Q1 202607
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$12M77K0.03%Q1 202608
UMB Bank, n.a.
CIK 0000933429
$12M66K0.15%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M59K0.00%Q2 202610
Storen Legacy Partners, LLC
CIK 0002116061
$10M57K2.76%Q2 202611
Rooted Wealth Advisors, Inc.
CIK 0001963732
$10M55K2.36%Q2 202612
Geneos Wealth Management Inc.
CIK 0001764754
$8M44K0.16%Q2 202613
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CIK 0001851395
$8M43K0.96%Q2 202614
ADVISORTRUST PARTNERS, LLC
CIK 0002115523
$6M34K2.06%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M28K0.01%Q2 202616
ROYAL BANK OF CANADA
CIK 0001000275
$4M21K0.00%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M21K0.00%Q2 202618
BARNES PETTEY FINANCIAL ADVISORS, LLC
CIK 0001908288
$4M20K1.13%Q2 202619
Partners in Financial Planning
CIK 0002054264
$3M19K0.52%Q2 202620
TFB Advisors LLC
CIK 0001965201
$3M19K1.50%Q2 2026
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