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Disclosery

VFMO VANGUARD WELLINGTON FD

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SHS (fund)

198 managers (199 13F filers) reported a position in VFMO shares at 2026-06-30, 3,642,269 shares in all. 41 filers opened a position and 13 filers sold out during the quarter.

Managers
198
13F filers
199
New
41
Added
81
Reduced
40
Sold out
13
Shares held by filers
3,642,269

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
RITHOLTZ WEALTH MANAGEMENT737,643$184M2.75%+30,44413F-HR/ATimeline
Strategic Financial Services, Inc.273,656$68.3M2.99%-11,88213F-HRTimeline
LPL Financial LLC171,600$42.8M0.01%+19,72513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.165,303$41.2M0.65%+4,65613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC156,997$39.2M0.01%+6,96213F-HRTimelineGroup
DAVIDSON INVESTMENT ADVISORS156,341$39M1.59%+2,82313F-HRTimeline
ANDERSON HOAGLAND & CO109,865$27.4M2.15%-4,36113F-HRTimeline
Empirical Financial Services, LLC d.b.a…104,019$26M0.38%-5,19213F-HRTimeline
Cetera Investment Advisers99,597$24.9M0.02%+24,12913F-HRTimeline
Systelligence, LLC93,485$23.3M3.9%-9,56313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC84,133$21M<0.01%-7,71513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP65,700$16.4M0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/61,024$15.2M<0.01%+27,62513F-HRTimelineGroup
Cambridge Investment Research Advisors,…60,770$15.2M0.03%+16,59313F-HR/ATimeline
UBS Group AGin group UBS Group AG57,661$14.4M<0.01%+14,33213F-HRTimelineGroup
WIN ADVISORS, INC53,521$13.4M4.76%-2,02813F-HRTimeline
Financial Partners Group, Inc53,315$13.3M1.35%+54013F-HRTimeline
CABOT WEALTH MANAGEMENT INC50,284$12.5M1.28%-67,23813F-HRTimeline
Armbruster Capital Management, Inc.47,516$11.9M1.77%-2,10013F-HRTimeline
&PARTNERS40,952$10.2M0.04%+1,54113F-HRTimeline
NewEdge Advisors, LLC40,946$10.2M0.03%+3,47313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …40,457$10.1M0.11%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC39,420$9.84M0.01%+25,95013F-HRTimelineGroup
BUILDER INVESTMENT GROUP INC /ADV33,690$8.41M1.67%+21,77213F-HRTimeline
Hobart Private Capital, LLC32,338$8.07M1.38%+29213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,297$8.06M<0.01%+11,47913F-HRTimelineGroup
Private Advisor Group, LLC31,630$7.89M0.04%+1,46313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,305$7.56M0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC29,870$7.45M0.01%+6,02613F-HRTimeline
LINCOLN CAPITAL CORP26,571$6.63M2.15%+86013F-HRTimeline
Financial Freedom, LLC21,091$5.26M2.42%+1,86213F-HRTimeline
Merit Financial Group, LLC21,013$5.24M0.03%-5,54313F-HR/ATimeline
Betterment LLC20,695$5.16M0.01%+11413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.19,571$4.88M0.27%-7,80013F-HRTimelineGroup
UMB Bank, n.a.19,356$4.83M0.06%-12213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,270$4.81M0.02%+5,57913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,876$4.71M0.01%+2,80313F-HRTimelineGroup
WEDBUSH SECURITIES INC17,873$4.46M0.12%+3,72913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,846$4.45M<0.01%new13F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC14,800$3.69M2.03%+55813F-HRTimeline
Fortis Group Advisors, LLC14,722$3.67M0.59%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.12,853$3.21M0.32%-9,15913F-HRTimeline
Compass Ion Advisors, LLC12,170$3.04M0.26%+1,80213F-HRTimeline
Nova R Wealth, Inc.11,920$2.97M0.87%-11713F-HRTimeline
Farther Finance Advisors, LLC11,147$2.78M0.02%-3,62613F-HRTimeline
IEQ CAPITAL, LLC11,116$2.77M0.01%+1,03013F-HRTimeline
Archford Capital Strategies, LLC10,409$2.6M0.26%+1,20513F-HRTimeline
Janney Montgomery Scott LLC10,341$2.58M<0.01%+17813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,783$2.38M0.14%+43513F-HRTimeline
Aspect Partners, LLC9,331$2.33M0.87%-49213F-HRTimeline
Caitlin John, LLC8,811$2.2M1.21%+59513F-HRTimeline
MY Wealth Management Inc.8,717$2.17M1.53%new13F-HRTimeline
Valued Retirements, Inc.8,115$2.02M1.82%-51213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,036$2M0.1%+23713F-HRTimeline
IAM Advisory, LLC7,927$1.98M0.39%-19213F-HRTimeline
PFG Advisors7,680$1.92M0.1%+74713F-HRTimeline
MML INVESTORS SERVICES, LLC7,567$1.89M<0.01%+2,57313F-HRTimeline
Blom & Howell Financial Planning, Inc.7,518$1.88M1.56%+49313F-HRTimeline
TFB Advisors LLC7,434$1.85M0.82%+50913F-HRTimeline
BLB&B Advisors, LLC7,250$1.81M0.07%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,248$1.81M0.01%+1,27013F-HRTimelineGroup
Nova Wealth Management, Inc.7,172$1.79M0.99%-54613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,831$1.7M<0.01%-34013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,372$1.59M0.01%+2,80813F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding6,958$1.57M+3,494Timeline
Tidal Investments LLCin group Tidal Investments LLC6,248$1.56M<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC5,999$1.5M0.01%+12513F-HRTimeline
Quantinno Capital Management LP5,881$1.47M<0.01%013F-HRTimeline
Wealth High Governance Asset Management…5,802$1.45M0.15%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,739$1.43M<0.01%+513F-HR/ATimeline
Madison Wealth Partners, Inc5,361$1.34M0.17%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,173$1.29M0.01%-50213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,166$1.29M0.01%+44113F-HRTimeline
Odyssey Capital Advisors, Inc.4,869$1.21M0.87%-14913F-HRTimeline
HARBOUR INVESTMENTS, INC.4,802$1.2M0.02%+40813F-HRTimeline
WealthCare Investment Partners, LLC4,695$1.17M0.28%+2,51413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,694$1.17M0.01%+53513F-HRTimelineGroup
Global Retirement Partners, LLC4,592$1.15M0.02%13F-HRTimeline
Ethos Financial Group, LLC4,595$986K0.07%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,926$979K0.01%+1,50713F-HRTimelineGroup
Kathmere Capital Management, LLC3,842$959K0.05%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,780$943K0.01%+27613F-HRTimeline
Redwood Family Wealth LLC3,699$923K0.82%-5113F-HRTimeline
IFP Advisors, Inc3,630$906K0.02%+3,52513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,560$888K0.01%-14013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,509$875K0.02%-10813F-HRTimelineGroup
Belpointe Asset Management LLC3,501$874K0.03%+1313F-HRTimeline
Harbor Asset Planning, Inc.3,455$862K0.65%+1,03913F-HRTimeline
Advisory Services Network, LLC3,409$851K0.01%+51113F-HRTimeline
United Advisor Group, LLC3,303$824K0.09%013F-HRTimeline
OneDigital Investment Advisors LLC3,270$816K0.01%+513F-HRTimeline
SMITH, MOORE & CO.3,269$816K0.05%-11313F-HRTimeline
HRT FINANCIAL LP3,244$809K<0.01%-1,36913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,189$796K<0.01%+37413F-HRTimelineGroup
Breakwater Capital Group3,112$776K0.09%-63813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,084$769K0.24%+113F-HRTimeline
Virtus Family Office LLC3,032$757K0.6%+67213F-HRTimeline
Creative Planningin group Creative Planning3,014$752K<0.01%-16913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,773$692K<0.01%+35413F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS2,742$685K0.07%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,556$638K<0.01%+8113F-HRTimelineGroup
Arkadios Wealth Advisors2,533$632K0.01%+17013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,520$629K0.01%013F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC2,435$608K0.6%-313F-HRTimeline
Pacific Sun Financial Corp2,424$605K0.25%013F-HRTimeline
Robertson Stephens Wealth Management, L…2,418$603K0.01%+75813F-HRTimeline
Waverly Advisors, LLC2,356$588K<0.01%-5713F-HRTimeline
UPTICK PARTNERS, LLC2,344$585K0.09%+56013F-HRTimeline
Seed Wealth Management, Inc.2,330$581K0.37%013F-HRTimeline
Signal Advisors Wealth, LLC2,322$579K0.03%-62113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,250$561K0.13%013F-HRTimeline
DAVIDSON TRUST CO2,218$553K0.22%013F-HRTimeline
D.A. DAVIDSON & CO.2,164$540K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,059$514K<0.01%+66813F-HRTimelineGroup
Chicago Partners Investment Group LLC2,075$483K0.01%+213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,900$474K<0.01%-46813F-HRTimelineGroup
SCS Capital Management LLC1,891$472K<0.01%+113F-HRTimeline
GSG Advisors LLC1,801$449K0.1%013F-HRTimeline
AdvisorNet Financial, Inc1,789$446K0.02%+12513F-HRTimeline
Integrated Wealth Concepts LLC1,434$438K<0.01%new13F-HRTimeline
Orcam Financial Group1,748$436K0.21%+313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,697$423K0.01%+13713F-HRTimelineGroup
ORSER CAPITAL MANAGEMENT, LLC1,661$414K0.21%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,626$406K0.02%+313F-HRTimeline
Foster Group, Inc.1,547$386K0.01%-113F-HRTimeline
Coquina Private Wealth LLC1,484$370K0.25%013F-HRTimeline
Payne Capital LLC1,459$364K0.3%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,496$353K<0.01%+613F-HRTimeline
BNB Wealth Management, LLC1,414$353K0.19%new13F-HRTimeline
Stonehearth Capital Management, LLC1,394$348K0.12%-16513F-HRTimeline
Prospera Financial Services Inc1,336$334K<0.01%+11113F-HRTimeline
Pinnacle Financial Group, LLC / IL1,296$323K0.08%+10813F-HRTimeline
Avant Capital LLC1,282$320K0.2%+213F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,275$318K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,200$299K<0.01%013F-HRTimelineGroup
Clark Wealth Partners1,195$298K0.17%-18013F-HRTimeline
World Investment Advisors1,510$298K<0.01%013F-HRTimeline
Clear Creek Financial Management, LLC1,186$296K0.02%+213F-HRTimeline
Perigon Wealth Management, LLC1,161$290K<0.01%013F-HRTimeline
HUB Investment Partners, LLC1,147$286K0.01%new13F-HRTimeline
Savant Capital, LLC1,241$283K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,137$283K0.01%+21613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,106$276K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,100$274K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC1,100$274K<0.01%013F-HRTimeline
McCartney Wealth Management LLC1,042$260K0.2%+213F-HRTimeline
Empirical Finance, LLC1,040$259K0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,017$254K0.14%-16113F-HRTimeline
Proactive Wealth Strategies LLC1,016$254K0.04%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,009$252K0.01%new13F-HRTimelineGroup
Private Wealth Partners, LLC1,008$252K0.02%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,003$250K0.01%new13F-HRTimeline
Fulcrum Equity Management980$245K0.2%new13F-HRTimeline
Savvy Advisors, Inc.939$234K0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV927$231K0.01%new13F-HRTimeline
Sigma Planning Corp923$230K0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.868$217K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.866$216K<0.01%new13F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.861$215K0.09%new13F-HRTimeline
Brookwood Investment Group LLC850$212K0.02%new13F-HRTimeline
Meredith Wealth Planning845$211K0.05%new13F-HRTimeline
Main Street Financial Solutions, LLC844$211K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.812$203K0.01%new13F-HRTimelineGroup
City State Bank765$191K0.04%+16513F-HRTimeline
FMR LLCin group FMR LLC568$142K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…400$99.8K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…351$87.6K<0.01%+113F-HRTimeline
Strategic Wealth Partners, Ltd.327$81.6K0.01%-2513F-HRTimeline
North Star Investment Management Corp.326$81.3K<0.01%+113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC310$77.4K<0.01%+2913F-HRTimelineGroup
AMERIFLEX GROUP, INC.263$65.6K0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/331$64.8K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.208$51.9K<0.01%013F-HRTimeline
AE Wealth Management LLC159$39.7K<0.01%+6413F-HRTimeline
Versant Capital Management, Inc141$35.2K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.125$31.2K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.110$27.4K<0.01%-613F-HR/ATimeline
Glass Jacobson Investment Advisors llc105$26.2K0.01%013F-HRTimeline
Avion Wealth107$26K<0.01%013F-HRTimeline
Atomic Invest LLC81$19.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC71$17.7K0.01%-513F-HRTimeline
Tidemark, LLC67$16.7K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC56$14K<0.01%013F-HRTimeline
Horizon Investments, LLC50$12.5K<0.01%-5013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management42$10.5K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division39$9.73K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC35$8.73K<0.01%+513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20$4.82K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC15$3.74K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13$3.23K<0.01%+1213F-HRTimelineGroup
GHP Investment Advisors, Inc.9$2.25K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.10$2K<0.01%new13F-HRTimeline
Essential Investment Partners LLC6$1.5K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC5$1.25K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC2$499<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$179<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$130<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
Belvedere Trading LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.