13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
VFVA

VANGUARD WELLINGTON FD

99 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 921935805·99 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.5%
vs prior quarter
13F value held
$303M
57.0% inst. owned
of float
Holders
99
+52 QoQ
filers reporting
Activity
+39 / −61
+865 added · −728 reduced
this quarter
Concentration
22.18%
VANTAGEPOINT INVESTMENT ADVISERS LLC #1
top holder share
AI Holders Summary · Q1 2026

99 institutions reported VFVA in Q1 2026. VANTAGEPOINT INVESTMENT ADVISERS LLC leads at 22.2% of the visible book. +52 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$67M499K0.57%Q1 202602
Armbruster Capital Management, Inc.
CIK 0001664847
$58M432K9.53%Q1 202603
ANDERSON HOAGLAND & CO
CIK 0000791191
$33M248K2.88%Q1 202604
Equitable Holdings, Inc.
CIK 0001333986
$29M216K0.18%Q1 202605
BURRUS FINANCIAL SERVICES, INC.
CIK 0001573947
$27M198K12.23%Q1 202606
MENORA MIVTACHIM HOLDINGS LTD.
CIK 0001351917
$13M93K0.06%Q1 202607
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$10M77K0.11%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M73K0.00%Q1 202609
LPL Financial LLC
CIK 0001403438
$9M67K0.00%Q1 202610
Sterling Manor Financial, LLC
CIK 0001842015
$8M59K4.98%Q1 202611
UMB Bank, n.a.
CIK 0000933429
$7M50K0.09%Q1 202612
Capital Advisors Wealth Management, LLC
CIK 0001824700
$6M42K0.76%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M34K0.00%Q1 202614
EP Wealth Advisors, LLC
CIK 0001540569
$5M34K0.02%Q1 202615
Lebenthal Global Advisors, LLC
CIK 0001845766
$4M31K0.61%Q1 202616
Sequoia Financial Advisors, LLC
CIK 0001599900
$4M26K0.02%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M25K0.00%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$3M19K0.00%Q1 202619
McIlrath & Eck, LLC
CIK 0001701714
$2M15K0.15%Q1 202620
Cerity Partners LLC
CIK 0001566475
$2M15K0.00%Q1 2026
Page 1 of 5
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