13F Insight
DOSSIER · 13F Holders · Q2 2026
VFQY

VANGUARD WELLINGTON FD

99 institutions still hold VANGUARD WELLINGTON FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921935706·99 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$139M
visible holders
Holders
99
filers reporting
Concentration
23.47%
Armbruster Capital Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

99 institutions reported VFQY in Q2 2026. Armbruster Capital Management, Inc. leads at 23.5% 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
$33M192K4.87%Q2 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
BEACON FINANCIAL PLANNING, INC
CIK 0001966066
$4M28K1.62%Q1 202607
LPL Financial LLC
CIK 0001403438
$4M28K0.00%Q1 202608
Cannon Wealth Management Services, LLC
CIK 0002043725
$4M28K2.81%Q1 202609
Medallion Wealth Advisors, LLC
CIK 0002131139
$4M27K1.34%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M22K0.00%Q1 202611
Capital Advisors, Ltd. LLC
CIK 0001597878
$3M22K0.37%Q1 202612
Royal Fund Management, LLC
CIK 0001810099
$3M18K0.26%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M20K0.00%Q1 202614
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$2M15K0.00%Q1 202615
M Holdings Securities, Inc.
CIK 0001569638
$2M14K0.15%Q1 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M15K0.00%Q1 202617
Coastline Trust Co
CIK 0001324279
$2M14K0.21%Q1 202618
Corient Private Wealth LLC
CIK 0001948780
$2M13K0.00%Q1 202619
Chicago Partners Investment Group LLC
CIK 0001563525
$2M12K0.04%Q1 202620
Root Financial Partners, LLC
CIK 0001977181
$2M12K0.08%Q1 2026
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