13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
VFQY

VANGUARD WELLINGTON FD

100 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 921935706·100 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.2%
vs prior quarter
13F value held
$137M
74.0% inst. owned
of float
Holders
100
+2 QoQ
filers reporting
Activity
+73 / −6
+839 added · −910 reduced
this quarter
Concentration
20.71%
Armbruster Capital Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

100 institutions reported VFQY in Q1 2026. Armbruster Capital Management, Inc. leads at 20.7% of the visible book. +2 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Armbruster Capital Management, Inc.
CIK 0001664847
$28M190K4.66%Q1 202602
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$21M144K0.27%Q1 202603
Pure Financial Advisors, LLC
CIK 0001571556
$20M137K0.29%Q1 202604
Focus Partners Wealth
CIK 0001542153
$12M78K0.01%Q4 202505
Genesis Wealth Advisors, LLC
CIK 0001637241
$9M59K5.92%Q1 202606
Hobart Private Capital, LLC
CIK 0001767062
$7M47K1.39%Q1 202607
BEACON FINANCIAL PLANNING, INC
CIK 0001966066
$4M28K1.62%Q1 202608
LPL Financial LLC
CIK 0001403438
$4M28K0.00%Q1 202609
Cannon Wealth Management Services, LLC
CIK 0002043725
$4M28K2.81%Q1 202610
Medallion Wealth Advisors, LLC
CIK 0002131139
$4M27K1.34%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M22K0.00%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M20K0.00%Q1 202613
Royal Fund Management, LLC
CIK 0001810099
$3M17K0.24%Q1 202614
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$2M15K0.00%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M15K0.00%Q1 202616
Coastline Trust Co
CIK 0001324279
$2M14K0.21%Q1 202617
Corient Private Wealth LLC
CIK 0001948780
$2M13K0.00%Q1 202618
Chicago Partners Investment Group LLC
CIK 0001563525
$2M12K0.04%Q1 202619
Root Financial Partners, LLC
CIK 0001977181
$2M12K0.08%Q1 202620
Integrated Wealth Concepts LLC
CIK 0001737109
$1M9K0.01%Q1 2026
Page 1 of 5
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