VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| WARNER FINANCIAL, INC | 0.21% | — | #1 | $706,352 | 11,308 | $0 | 0 | +11,308 | New Buy | |
| CITADEL ADVISORS LLC | <0.01% | — | #10 | $591,916 | 9,476 | $0 | 0 | +9,476 | New Buy | |
| Essex Financial Services, Inc. | 0.03% | 0.01% | #2 | $568,117 | 9,095 | $223,607 | 3,925 | +5,170+131.72% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #8 | $326,617 | 5,229 | $169,724 | 2,979 | +2,250+75.53% | Add | |
| Fiduciary Alliance LLC | 0.02% | 0.02% | #3 | $323,818 | 5,184 | $269,710 | 4,500 | +684+15.20% | Add | |
| AQR CAPITAL MANAGEMENT LLC | <0.01% | — | #9 | $251,421 | 4,025 | $0 | 0 | +4,025 | New Buy | |
| IMA Advisory Services, Inc. | <0.01% | — | #4 | $62,465 | 1,000 | $0 | 0 | +1,000 | New Buy | |
| Ancora Advisors LLC | <0.01% | <0.01% | #6 | $59,654 | 955 | $26,206 | 460 | +495+107.61% | Add | |
| HARBOR INVESTMENT ADVISORY, LLC | <0.01% | — | #5 | $24,986 | 400 | $0 | 0 | +400 | New Buy | |
| Allied Private Wealth LLC | <0.01% | — | #7 | $756 | 12 | $0 | 0 | +12 | New Buy | |
| VANGUARD ADVISERS INC | <0.01% | — | #11 | $375 | 6 | $0 | 0 | +6 | New Buy |