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

VANGUARD WELLINGTON FD

88 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 921935409·88 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$181M
visible holders
Holders
88
filers reporting
Concentration
14.74%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

88 institutions reported VFMV in Q1 2026. WELLS FARGO & COMPANY/MN leads at 14.7% of the visible book.

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
$25M179K1.95%Q2 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
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$6M41K0.39%Q2 202611
UMB Bank, n.a.
CIK 0000933429
$6M43K0.08%Q1 202612
Sculati Wealth Management, LLC
CIK 0001803397
$5M34K1.63%Q2 202613
Sequoia Financial Advisors, LLC
CIK 0001599900
$5M35K0.02%Q2 202614
SMITH, MOORE & CO.
CIK 0000200724
$5M34K0.33%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
Capital Analysts, LLC
CIK 0001624758
$3M21K0.07%Q1 2026
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