13F Insight
DOSSIER · 13F Holders · Q3 2026
VFMV

VANGUARD WELLINGTON FD

92 institutions still hold VANGUARD WELLINGTON FD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921935409·92 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$159M
visible holders
Holders
92
filers reporting
Concentration
16.73%
ANDERSON HOAGLAND & CO #1
top holder share
AI Holders Summary · Q3 2026

92 institutions reported VFMV in Q3 2026. ANDERSON HOAGLAND & CO leads at 16.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ANDERSON HOAGLAND & CO
CIK 0000791191
$27M179K2.03%Q3 202602
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$24M175K0.25%Q2 202603
LPL Financial LLC
CIK 0001403438
$18M129K0.00%Q2 202604
Martin Worley Group
CIK 0002049542
$9M72K4.54%Q2 202505
UBS Group AG
CIK 0001610520
$9M65K0.00%Q2 202606
Equitable Holdings, Inc.
CIK 0001333986
$9M61K0.05%Q2 202607
NewEdge Advisors, LLC
CIK 0001633516
$8M60K0.03%Q2 202608
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$6M42K0.39%Q3 202609
UMB Bank, n.a.
CIK 0000933429
$6M42K0.07%Q2 202610
Sequoia Financial Advisors, LLC
CIK 0001599900
$5M35K0.02%Q2 202611
Sculati Wealth Management, LLC
CIK 0001803397
$5M33K1.58%Q3 202612
SMITH, MOORE & CO.
CIK 0000200724
$5M34K0.31%Q2 202613
Harpswell Capital Advisors, LLC
CIK 0001806630
$4M31K2.92%Q3 202614
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$4M30K0.20%Q2 202615
Kestra Advisory Services, LLC
CIK 0001830819
$4M29K0.01%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$4M28K0.00%Q2 202617
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$3M23K0.00%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M22K0.00%Q2 202619
Capital Analysts, LLC
CIK 0001624758
$3M21K0.07%Q1 202620
Cornerstone Planning, LLC
CIK 0001802105
$3M19K0.56%Q3 2026
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