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

VANGUARD WELLINGTON FD

210 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 921935508·210 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$643M
visible holders
Holders
210
filers reporting
Concentration
28.64%
RITHOLTZ WEALTH MANAGEMENT #1
top holder share
AI Holders Summary · Q2 2026

210 institutions reported VFMO in Q2 2026. RITHOLTZ WEALTH MANAGEMENT leads at 28.6% 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
$184M738K2.75%Q2 202602
Strategic Financial Services, Inc.
CIK 0001432539
$56M286K2.68%Q1 202603
LPL Financial LLC
CIK 0001403438
$43M172K0.01%Q2 202604
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$41M165K0.65%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$39M157K0.01%Q2 202606
DAVIDSON INVESTMENT ADVISORS
CIK 0001140771
$39M156K1.59%Q2 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
Cetera Investment Advisers
CIK 0001666741
$25M100K0.02%Q2 202610
Systelligence, LLC
CIK 0001882691
$23M93K3.90%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$21M84K0.01%Q2 202612
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$16M66K0.01%Q2 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M61K0.00%Q2 202614
UBS Group AG
CIK 0001610520
$14M58K0.00%Q2 202615
WIN ADVISORS, INC
CIK 0001897144
$13M54K4.76%Q2 202616
Financial Partners Group, Inc
CIK 0001731169
$13M53K1.35%Q2 202617
CABOT WEALTH MANAGEMENT INC
CIK 0001016683
$13M50K1.28%Q2 202618
Armbruster Capital Management, Inc.
CIK 0001664847
$12M48K1.77%Q2 202619
&PARTNERS
CIK 0000107136
$10M41K0.04%Q2 202620
NewEdge Advisors, LLC
CIK 0001633516
$10M41K0.03%Q2 2026
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