DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

VFMO

VANGUARD WELLINGTON FD

180 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 921935508·180 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 3.3%

vs prior quarter

13F value held

$505M

54.0% inst. owned

of float

Holders

180

+50 QoQ

filers reporting

Activity

+8 / −104

+829 added · −922 reduced

this quarter

Concentration

27.58%

RITHOLTZ WEALTH MANAGEMENT #1

top holder share

AI Holders Summary · Q1 2026

180 institutions reported VFMO in Q1 2026. RITHOLTZ WEALTH MANAGEMENT leads at 27.6% of the visible book. +50 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

RITHOLTZ WEALTH MANAGEMENT

$139M707K2.42%Q1 2026 02

Strategic Financial Services, Inc.

$56M286K2.68%Q1 2026 03

GREAT VALLEY ADVISOR GROUP, INC.

$32M161K0.58%Q1 2026 04

DAVIDSON INVESTMENT ADVISORS

$30M154K1.31%Q1 2026 05

LPL Financial LLC

$30M152K0.01%Q1 2026 06

RAYMOND JAMES FINANCIAL INC

$30M150K0.01%Q1 2026 07

CABOT WEALTH MANAGEMENT INC

$23M118K2.66%Q1 2026 08

ANDERSON HOAGLAND & CO

$23M114K1.94%Q1 2026 09

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

$22M109K0.37%Q1 2026 10

Systelligence, LLC

$20M103K3.95%Q1 2026 11

ENVESTNET ASSET MANAGEMENT INC

$18M92K0.00%Q1 2026 12

Cetera Investment Advisers

$15M75K0.02%Q1 2026 13

WIN ADVISORS, INC

$11M56K5.01%Q1 2026 14

Financial Partners Group, Inc

$10M53K1.24%Q1 2026 15

Armbruster Capital Management, Inc.

$10M50K1.60%Q1 2026 16

$9M43K0.00%Q1 2026 17

$8M39K0.04%Q1 2026 18

NewEdge Advisors, LLC

$7M37K0.03%Q1 2026 19

BANK OF AMERICA CORP /DE/

$7M33K0.00%Q1 2026 20

Hobart Private Capital, LLC

$6M32K1.24%Q1 2026

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