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Disclosery

VFMF VANGUARD WELLINGTON FD

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US MULTIFACTOR (fund)

106 managers (106 13F filers) reported a position in VFMF shares at 2026-06-30, 1,767,415 shares in all. 23 filers opened a position and 9 filers sold out during the quarter.

Managers
106
13F filers
106
New
23
Added
44
Reduced
21
Sold out
9
Shares held by filers
1,767,415

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ANDERSON HOAGLAND & CO302,472$53.5M4.2%-5,47413F-HRTimeline
Systelligence, LLC160,678$28.4M4.75%+52,72413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC148,790$26.3M0.01%-16,54513F-HRTimelineGroup
LPL Financial LLC124,650$22.1M<0.01%+43,30813F-HRTimeline
Opus Capital Group, LLC107,138$19M1.84%+1,09913F-HRTimeline
Cambridge Investment Research Advisors,…86,812$15.4M0.03%+9,61413F-HR/ATimeline
UMB Bank, n.a.66,037$11.7M0.15%-83613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,773$10.4M<0.01%+3,10713F-HRTimelineGroup
Storen Legacy Partners, LLC57,126$10.1M2.76%-1,57913F-HRTimeline
Rooted Wealth Advisors, Inc.54,569$9.66M2.36%+7,61413F-HRTimeline
Geneos Wealth Management Inc.44,273$7.84M0.16%+51613F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…43,048$7.62M0.96%+3,11813F-HRTimeline
ADVISORTRUST PARTNERS, LLC34,070$6.03M2.06%+30,95513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,724$4.91M0.01%+7,89713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,972$3.71M<0.01%+4,41313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC20,611$3.65M<0.01%+3,95813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC20,336$3.6M1.13%+5,35913F-HRTimeline
Partners in Financial Planning19,325$3.42M0.52%-713F-HRTimeline
TFB Advisors LLC19,206$3.4M1.5%+1,46513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP16,900$2.99M<0.01%new13F-HRTimelineGroup
Cedar Point Capital Partners, LLC15,926$2.82M1.62%+43113F-HRTimeline
Walkner Condon Financial Advisors LLC15,363$2.72M0.31%-57313F-HRTimeline
MGO ONE SEVEN LLC15,169$2.68M0.04%+59913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC15,156$2.68M0.28%-19713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,889$2.28M0.01%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC12,619$2.23M0.1%-93913F-HRTimeline
Onyx Bridge Wealth Group LLC12,461$2.21M0.2%+11613F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.14,185$2.2M1.25%013F-HRTimeline
CALTON & ASSOCIATES, INC.11,419$2.02M0.3%+4,14913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,743$1.72M0.02%+1,65013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,650$1.71M<0.01%+35513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.9,447$1.67M0.03%-1,64013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD9,442$1.67M0.22%+29713F-HRTimeline
NewEdge Advisors, LLC8,976$1.59M<0.01%-23913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,835$1.56M<0.01%-39013F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,360$1.48M<0.01%+1,28213F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.8,339$1.48M<0.01%013F-HRTimeline
Centric Wealth Management7,610$1.42M0.22%new13F-HRTimeline
RHS Financial, LLC7,967$1.41M0.57%+1,62013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,870$1.39M<0.01%+5,74313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,849$1.39M0.02%+1,71013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,250$1.28M<0.01%-30813F-HRTimelineGroup
Seed Wealth Management, Inc.6,650$1.18M0.74%013F-HRTimeline
Clark Asset Management, LLC6,350$1.12M0.09%+613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,143$1.09M0.01%-1,39013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,794$848K<0.01%+7913F-HRTimeline
Foundations Investment Advisors, LLC3,689$653K0.01%+1,28013F-HRTimeline
Physician Wealth Advisors, Inc.3,659$648K0.08%-15013F-HRTimeline
J.W. COLE ADVISORS, INC.3,071$543K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC3,047$539K<0.01%+2213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,924$517K0.02%new13F-HRTimeline
Compass Ion Advisors, LLC2,837$502K0.04%new13F-HRTimeline
Capital Square, LLC2,627$472K0.21%+20713F-HRTimeline
Dynamic Advisor Solutions LLC2,414$427K0.01%+22713F-HRTimeline
Harbor Asset Planning, Inc.2,266$401K0.3%+6913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,181$386K<0.01%-13013F-HRTimelineGroup
Cassia Capital Partners, LLC2,136$378K0.18%+2813F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC2,124$376K0.06%+18313F-HRTimeline
Greenline Wealth Management LLC2,085$369K0.3%new13F-HRTimeline
TAGStone Capital, Inc.2,042$361K0.11%+26113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,932$342K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC1,860$329K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,806$320K<0.01%+96613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,743$308K0.01%new13F-HRTimelineGroup
Modera Wealth Management, LLC1,721$305K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.1,635$289K0.01%+29713F-HRTimelineGroup
First Citizens Financial Corp1,634$289K0.12%-59313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,631$289K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,595$282K<0.01%+1,38013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,575$279K0.01%-1313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,559$276K0.01%+18013F-HRTimeline
Savvy Advisors, Inc.1,489$264K0.01%013F-HRTimeline
Coquina Private Wealth LLC1,404$248K0.17%013F-HRTimeline
World Investment Advisors1,526$237K<0.01%013F-HRTimeline
Chicago Partners Investment Group LLC1,297$233K<0.01%new13F-HRTimeline
LRI Investments, LLC1,291$229K0.02%+7613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,242$220K<0.01%new13F-HRTimelineGroup
May Hill Capital, LLC1,207$214K0.04%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,124$199K0.01%-96913F-HRTimeline
TFC Financial Management, Inc.979$173K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS591$105K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…518$91.7K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC501$89K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC500$88.5K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…439$78K<0.01%+113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.427$75.6K<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors382$67.6K0.01%+15013F-HRTimeline
Strategic Wealth Partners, Ltd.339$60K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…330$58.4K<0.01%new13F-HRTimelineGroup
Tidemark, LLC321$56.8K0.01%013F-HRTimeline
PRIVATE TRUST CO NA300$53.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO282$50.1K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC0$49.9K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN274$48.5K<0.01%+27313F-HRTimelineGroup
Glass Jacobson Investment Advisors llc188$33.3K0.01%-2513F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC162$28.7K<0.01%-2313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY124$22K<0.01%-113F-HRTimelineGroup
IFG Advisory, LLC122$21.5K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\101$17.9K<0.01%new13F-HRTimelineGroup
Ankerstar Wealth, LLC94$16.6K0.01%013F-HRTimeline
Arax Advisory Partners40$7.08K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC19$3.36K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…13$2.34K<0.01%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12$2.12K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division11$1.95K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$177<0.01%new13F-HRTimelineGroup