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

VANGUARD WELLINGTON FD

87 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 921935409·87 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.3%
vs prior quarter
13F value held
$181M
76.0% inst. owned
of float
Holders
87
+96 QoQ
filers reporting
Activity
+55 / −65
+1,004 added · −923 reduced
this quarter
Concentration
14.73%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

87 institutions reported VFMV in Q1 2026. WELLS FARGO & COMPANY/MN leads at 14.7% of the visible book. +96 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$27M200K0.01%Q1 202602
ANDERSON HOAGLAND & CO
CIK 0000791191
$24M183K2.10%Q1 202603
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$22M163K0.27%Q1 202604
RFP Financial Group LLC
CIK 0001956564
$17M125K9.03%Q1 202605
LPL Financial LLC
CIK 0001403438
$12M90K0.00%Q1 202606
Martin Worley Group
CIK 0002049542
$9M72K4.54%Q2 202507
UBS Group AG
CIK 0001610520
$9M65K0.00%Q1 202608
NewEdge Advisors, LLC
CIK 0001633516
$8M61K0.03%Q1 202609
Equitable Holdings, Inc.
CIK 0001333986
$7M54K0.05%Q1 202610
Sequoia Financial Advisors, LLC
CIK 0001599900
$6M48K0.04%Q1 202611
UMB Bank, n.a.
CIK 0000933429
$6M43K0.08%Q1 202612
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$5M40K0.41%Q1 202613
SMITH, MOORE & CO.
CIK 0000200724
$5M34K0.33%Q1 202614
Sculati Wealth Management, LLC
CIK 0001803397
$4M33K1.64%Q1 202615
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$4M30K0.24%Q1 202616
Kestra Advisory Services, LLC
CIK 0001830819
$4M29K0.01%Q1 202617
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$3M26K0.00%Q1 202618
Orion Portfolio Solutions, LLC
CIK 0001802647
$3M25K0.02%Q1 202519
Cetera Investment Advisers
CIK 0001666741
$3M22K0.00%Q1 202620
Cornerstone Planning, LLC
CIK 0001802105
$3M19K0.58%Q1 2026
Page 1 of 5
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