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

VANGUARD WELLINGTON FD

99 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 921935706·99 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$167M
visible holders
Holders
99
filers reporting
Concentration
19.68%
Armbruster Capital Management, Inc. #1
top holder share
AI Holders Summary · Q3 2026

99 institutions reported VFQY in Q3 2026. Armbruster Capital Management, Inc. leads at 19.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Armbruster Capital Management, Inc.
CIK 0001664847
$33M193K4.94%Q3 202602
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$26M155K0.27%Q2 202603
Pure Financial Advisors, LLC
CIK 0001571556
$24M138K0.30%Q2 202604
Focus Partners Wealth
CIK 0001542153
$13M75K0.01%Q2 202605
Genesis Wealth Advisors, LLC
CIK 0001637241
$10M61K6.21%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M41K0.01%Q2 202607
LPL Financial LLC
CIK 0001403438
$6M36K0.00%Q2 202608
Wealthspire Advisors, LLC
CIK 0001646247
$6M34K0.03%Q2 202609
Cannon Wealth Management Services, LLC
CIK 0002043725
$5M31K2.92%Q2 202610
Farther Finance Advisors, LLC
CIK 0001992825
$5M30K0.04%Q3 202611
Medallion Wealth Advisors, LLC
CIK 0002131139
$5M29K1.54%Q2 202612
BEACON FINANCIAL PLANNING, INC
CIK 0001966066
$4M26K1.50%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M21K0.00%Q2 202614
Capital Advisors, Ltd. LLC
CIK 0001597878
$3M22K0.37%Q1 202615
Royal Fund Management, LLC
CIK 0001810099
$3M18K0.26%Q2 202616
Corient Private Wealth LLC
CIK 0001948780
$3M17K0.00%Q2 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M17K0.00%Q2 202618
Coastline Trust Co
CIK 0001324279
$2M13K0.21%Q3 202619
Root Financial Partners, LLC
CIK 0001977181
$2M13K0.09%Q2 202620
M Holdings Securities, Inc.
CIK 0001569638
$2M14K0.15%Q1 2026
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