13FBOX
VANGUARD WELLINGTON FD · 13F Institutional Holdings
Options Calculator Rankings
V

VANGUARD WELLINGTON FD

VFMV
Institutions
88
Combined AUM (Q2 2026)
$182.6M
Combined Shares (Q2 2026)
1.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+155,091
52 · 18 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-377,425
30 · 12 Exit · ≈
⚖️ Net
-222,334
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$182.6M
Institutions
88
New Buys
18
Adds
34
Reduces
18
Exits
12
Unchanged
18
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ANDERSON HOAGLAND & CO
1.95%2.1%#1$24.9M178,856$24.4M183,460-4,604-2.51%Reduce
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.25%0.27%#9$24.4M174,905$21.7M163,235+11,670+7.15%Add
LPL Financial LLC
<0.01%<0.01%#40$17.9M128,559$11.9M89,657+38,902+43.39%Add
UBS Group AG
<0.01%<0.01%#58$9.1M65,433$8.7M65,405+28+0.04%Add
Equitable Holdings, Inc.
0.05%0.05%#21$8.5M61,327$7.1M54,307+7,020+12.93%Add
NewEdge Advisors, LLC
0.02%0.03%#25$8.4M60,163$8.1M60,966-803-1.32%Reduce
UMB Bank, n.a.
0.07%0.08%#15$5.9M42,283$5.7M42,703-420-0.98%Reduce
TITLEIST ASSET MANAGEMENT, LLC
0.39%0.41%#6$5.7M41,234$5.4M40,419+815+2.02%Add
Sculati Wealth Management, LLC
1.63%1.64%#2$4.9M34,373$4.4M33,372+1,001+3.00%Add
Sequoia Financial Advisors, LLC
0.02%0.04%#26$4.9M34,945$6.5M48,437-13,492-27.85%Reduce
SMITH, MOORE & CO.
0.31%0.33%#8$4.8M34,380$4.5M34,041+339+1.00%Add
CREATIVE FINANCIAL DESIGNS INC /ADV
0.2%0.24%#12$4.2M29,807$4.0M30,053-246-0.82%Reduce
Kestra Advisory Services, LLC
0.01%0.01%#30$4.1M29,192$3.9M29,054+138+0.47%Add
Cetera Investment Advisers
<0.01%<0.01%#41$3.9M28,209$2.9M22,006+6,203+28.19%Add
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#51$3.2M23,000$3.4M25,700-2,700-10.51%Reduce
Capital Analysts, LLC
0.07%#16$3.1M22,575$00+22,575New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#63$3.0M21,573$2.3M17,180+4,393+25.57%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#35$2.8M20,010$2.6M19,292+718+3.72%Add
Cornerstone Planning, LLC
0.62%0.58%#4$2.7M19,272$2.6M19,232+40+0.21%Add
Advisory Services Network, LLC
0.03%0.03%#24$2.6M18,659$2.1M15,519+3,140+20.23%Add
Independence Asset Advisors, LLC
0.67%0.89%#3$2.6M18,541$2.5M18,54100.00%Unchanged
Pathstone Holdings, LLC
<0.01%0.01%#39$1.5M10,984$1.5M11,161-177-1.59%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#76$1.5M10,845$1.4M10,852-7-0.06%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#45$1.5M10,822$1.1M8,191+2,631+32.12%Add
Glass Jacobson Investment Advisors llc
0.45%0.47%#5$1.4M10,291$1.4M10,143+148+1.46%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#54$1.4M10,291$1.4M10,143+148+1.46%Add
Keystone Financial Group
0.07%0.08%#17$1.3M8,973$1.2M9,152-179-1.96%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#74$1.2M8,412$794,7555,965+2,447+41.02%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#56$1.2M8,335$1.1M7,926+409+5.16%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#81$1.1M8,082$00+8,082New Buy
Compass Financial Group, INC/SD
0.12%0.15%#14$1.0M7,532$1.1M8,074-542-6.71%Reduce
Signal Advisors Wealth, LLC
0.05%0.04%#20$1.0M7,315$619,5864,651+2,664+57.28%Add
MARIPAU WEALTH MANAGEMENT LLC
0.35%0.27%#7$992,4687,124$619,5864,651+2,473+53.17%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#57$984,1807,062$904,8406,792+270+3.98%Add
GUYASUTA INVESTMENT ADVISORS INC
0.05%#22$979,0307,025$00+7,025New Buy
TD Waterhouse Canada Inc.
<0.01%<0.01%#48$951,4576,827$938,7147,022-195-2.78%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.06%0.04%#19$921,3956,611$581,1324,362+2,249+51.56%Add
GOLDMAN SACHS GROUP INC
<0.01%#82$811,9325,826$00+5,826New Buy
Interchange Capital Partners, LLC
0.15%0.22%#13$774,3045,556$704,1675,55600.00%Unchanged
Tower Research Capital LLC (TRC)
0.02%#27$733,7495,265$00+5,265New Buy
Focus Partners Advisor Solutions, LLC
0.01%<0.01%#37$611,5274,388$428,7343,218+1,170+36.36%Add
Apollon Financial, LLC
0.07%0.08%#18$586,0244,205$560,2324,20500.00%Unchanged
TRUIST FINANCIAL CORP
<0.01%<0.01%#64$566,6524,066$541,7134,06600.00%Unchanged
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01%0.01%#31$529,3083,798$424,3793,185+613+19.25%Add
BANK OF MONTREAL /CAN/
<0.01%<0.01%#79$507,4233,641$517,8653,887-246-6.33%Reduce
HighTower Advisors, LLC
<0.01%#69$463,6633,327$00+3,327New Buy
D.A. DAVIDSON & CO.
<0.01%<0.01%#49$444,5703,190$425,0043,19000.00%Unchanged
Quantinno Capital Management LP
<0.01%<0.01%#67$423,3873,038$404,8723,03800.00%Unchanged
Caitlin John, LLC
0.23%0.24%#10$413,7342,969$405,7783,046-77-2.53%Reduce
Parallel Advisors, LLC
0.01%0.01%#36$413,2132,965$408,3503,065-100-3.26%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow