13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
VFMF

VANGUARD WELLINGTON FD

98 institutions still hold VANGUARD WELLINGTON FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921935607·98 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.8%
vs prior quarter
13F value held
$199M
72.0% inst. owned
of float
Holders
98
+44 QoQ
filers reporting
Activity
+13 / −103
+961 added · −781 reduced
this quarter
Concentration
23.99%
ANDERSON HOAGLAND & CO #1
top holder share
AI Holders Summary · Q1 2026

98 institutions reported VFMF in Q1 2026. ANDERSON HOAGLAND & CO leads at 24.0% of the visible book. +44 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ANDERSON HOAGLAND & CO
CIK 0000791191
$48M308K4.11%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$26M165K0.01%Q1 202603
BRASS TAX WEALTH MANAGEMENT, INC
CIK 0002002603
$24M166K3.97%Q3 202504
Systelligence, LLC
CIK 0001882691
$17M108K3.25%Q1 202605
LPL Financial LLC
CIK 0001403438
$13M81K0.00%Q1 202606
UMB Bank, n.a.
CIK 0000933429
$10M67K0.14%Q1 202607
Storen Legacy Partners, LLC
CIK 0002116061
$9M59K2.85%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M56K0.00%Q1 202609
Rooted Wealth Advisors, Inc.
CIK 0001963732
$8M47K2.06%Q1 202610
Geneos Wealth Management Inc.
CIK 0001764754
$7M44K0.16%Q1 202611
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CIK 0001851395
$6M40K0.90%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M20K0.00%Q1 202613
Partners in Financial Planning
CIK 0002054264
$3M19K0.50%Q1 202614
TFB Advisors LLC
CIK 0001965201
$3M18K1.44%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M17K0.00%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$3M17K0.00%Q1 202617
Walkner Condon Financial Advisors LLC
CIK 0001817494
$2M16K0.33%Q1 202618
Cedar Point Capital Partners, LLC
CIK 0001954337
$2M15K1.56%Q1 202619
VICTORY FINANCIAL GROUP, LLC
CIK 0002011333
$2M15K0.29%Q1 202620
BARNES PETTEY FINANCIAL ADVISORS, LLC
CIK 0001908288
$2M15K1.01%Q1 2026
Page 1 of 5
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