13F Insight
DOSSIER · 13F Holders · Q1 2026
VFMO

VANGUARD WELLINGTON FD

185 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 921935508·185 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$536M
visible holders
Holders
185
filers reporting
Concentration
25.99%
RITHOLTZ WEALTH MANAGEMENT #1
top holder share
AI Holders Summary · Q1 2026

185 institutions reported VFMO in Q1 2026. RITHOLTZ WEALTH MANAGEMENT leads at 26.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RITHOLTZ WEALTH MANAGEMENT
CIK 0001698218
$139M707K2.42%Q1 202602
Strategic Financial Services, Inc.
CIK 0001432539
$56M286K2.68%Q1 202603
DAVIDSON INVESTMENT ADVISORS
CIK 0001140771
$39M156K1.59%Q2 202604
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$32M161K0.58%Q1 202605
LPL Financial LLC
CIK 0001403438
$30M152K0.01%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$30M150K0.01%Q1 202607
ANDERSON HOAGLAND & CO
CIK 0000791191
$27M110K2.15%Q2 202608
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$26M104K0.38%Q2 202609
Systelligence, LLC
CIK 0001882691
$23M93K3.90%Q2 202610
CABOT WEALTH MANAGEMENT INC
CIK 0001016683
$23M118K2.66%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$18M92K0.00%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$15M75K0.02%Q1 202613
Financial Partners Group, Inc
CIK 0001731169
$13M53K1.35%Q2 202614
Armbruster Capital Management, Inc.
CIK 0001664847
$12M48K1.77%Q2 202615
WIN ADVISORS, INC
CIK 0001897144
$11M56K5.01%Q1 202616
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$9M44K0.02%Q1 202617
UBS Group AG
CIK 0001610520
$9M43K0.00%Q1 202618
BUILDER INVESTMENT GROUP INC /ADV
CIK 0000727117
$8M34K1.67%Q2 202619
Hobart Private Capital, LLC
CIK 0001767062
$8M32K1.38%Q2 202620
&PARTNERS
CIK 0000107136
$8M39K0.04%Q1 2026
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