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Disclosery

VFMO VANGUARD WELLINGTON FD

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SHS (fund)

173 managers (173 13F filers) reported a position in VFMO shares at 2026-03-31, 3,309,476 shares in all. 25 filers opened a position and 13 filers sold out during the quarter.

Managers
173
13F filers
173
New
25
Added
76
Reduced
39
Sold out
13
Shares held by filers
3,309,476

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 MANAGEMENT707,199$139M2.42%+56,19113F-HRTimeline
Strategic Financial Services, Inc.285,538$56.3M2.68%+1,38513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…160,647$31.7M0.58%+1,48713F-HRTimelineGroup
DAVIDSON INVESTMENT ADVISORS153,518$30.3M1.31%+6,92913F-HR/ATimeline
LPL Financial LLC151,875$29.9M0.01%+11,74713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC150,035$29.6M0.01%+36,73713F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC117,522$23.2M2.66%+3,19513F-HRTimeline
ANDERSON HOAGLAND & CO114,226$22.5M1.94%+54313F-HRTimeline
Empirical Financial Services, LLC d.b.a…109,211$21.5M0.37%+3,09013F-HRTimeline
Systelligence, LLC103,048$20.3M3.95%-2,26613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC91,848$18.1M<0.01%+7,68613F-HRTimelineGroup
Cetera Investment Advisers75,468$14.9M0.02%-9,84313F-HRTimeline
WIN ADVISORS, INC55,549$10.9M5.01%+42,55313F-HRTimeline
Financial Partners Group, Inc52,775$10.4M1.24%+3,26813F-HRTimeline
Armbruster Capital Management, Inc.49,616$9.78M1.6%+4,62513F-HRTimeline
Cambridge Investment Research Advisors,…44,177$8.71M0.02%+23,33013F-HRTimeline
UBS Group AGin group UBS Group AG43,329$8.54M<0.01%+26313F-HRTimelineGroup
&PARTNERS39,411$7.77M0.04%+13,35513F-HRTimeline
NewEdge Advisors, LLC37,473$7.39M0.03%+4,16613F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,399$6.58M<0.01%+6,59313F-HRTimelineGroup
Hobart Private Capital, LLC32,046$6.32M1.24%+58813F-HRTimeline
Private Advisor Group, LLC30,167$5.95M0.03%-2,22613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.27,371$5.39M0.33%+2,05813F-HRTimelineGroup
Merit Financial Group, LLC26,556$5.23M0.04%-31713F-HRTimeline
LINCOLN CAPITAL CORP25,711$5.07M1.87%-16613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,844$4.7M0.01%+4,13613F-HRTimeline
Redhawk Wealth Advisors, Inc.22,012$4.34M0.48%-66113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,818$4.1M<0.01%+16,80013F-HRTimelineGroup
Betterment LLC20,581$4.06M0.01%-20213F-HRTimeline
UMB Bank, n.a.19,478$3.84M0.05%+17013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Freedom, LLC19,229$3.79M1.89%+80813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,073$3.17M<0.01%-5,30413F-HRTimelineGroup
Farther Finance Advisors, LLC14,773$2.96M0.03%+19213F-HRTimeline
Wilkins Miller Wealth Management, LLC14,242$2.81M1.7%+41713F-HRTimeline
WEDBUSH SECURITIES INC14,144$2.79M0.08%+2,99613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding13,691$2.7M-803Timeline
Mariner, LLCin group Mariner, LLC13,470$2.65M<0.01%+10,98613F-HRTimelineGroup
Nova R Wealth, Inc.12,037$2.37M0.76%-4513F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV11,918$2.35M0.51%new13F-HRTimeline
Compass Ion Advisors, LLC10,368$2.04M0.19%+2,12613F-HRTimeline
Janney Montgomery Scott LLC10,163$2M<0.01%+87513F-HRTimeline
IEQ CAPITAL, LLC10,086$1.99M0.01%+1,90713F-HRTimeline
Aspect Partners, LLC9,823$1.94M0.79%+26413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,348$1.87M0.13%+6513F-HRTimeline
Archford Capital Strategies, LLC9,204$1.81M0.21%new13F-HRTimeline
Valued Retirements, Inc.8,627$1.7M1.66%+29013F-HRTimeline
Caitlin John, LLC8,216$1.62M0.98%-94413F-HRTimeline
IAM Advisory, LLC8,119$1.6M0.36%-15713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,799$1.54M0.09%+1,67813F-HRTimeline
Nova Wealth Management, Inc.7,718$1.52M0.99%-8713F-HRTimeline
BLB&B Advisors, LLC7,250$1.43M0.06%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,171$1.41M<0.01%new13F-HRTimelineGroup
Blom & Howell Financial Planning, Inc.7,025$1.38M1.36%+77913F-HRTimeline
PFG Advisors6,933$1.37M0.07%+46813F-HRTimeline
TFB Advisors LLC6,925$1.36M0.71%+1,12213F-HRTimeline
Quantinno Capital Management LP5,881$1.16M<0.01%+4,66113F-HRTimeline
Clearstead Advisors, LLC5,874$1.16M0.01%-1,17713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,978$1.14M0.01%+4,71113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,734$1.13M<0.01%+69713F-HRTimeline
Elevation Capital Advisory, LLC5,679$1.12M0.48%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,675$1.12M0.01%+1613F-HRTimelineGroup
Odyssey Capital Advisors, Inc.5,018$989K0.89%-58413F-HRTimeline
MML INVESTORS SERVICES, LLC4,994$984K<0.01%+1,01413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,725$931K<0.01%+15413F-HRTimeline
HRT FINANCIAL LP4,613$909K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,394$866K0.01%+15813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,159$820K0.01%+22013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,062$801K<0.01%+1,41513F-HRTimelineGroup
Kathmere Capital Management, LLC3,842$757K0.05%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding3,464$755K-207Timeline
Breakwater Capital Group3,750$739K0.1%+90713F-HRTimeline
Redwood Family Wealth LLC3,750$739K0.73%-7613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,700$729K0.01%-2013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,617$713K0.01%-1,53013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,564$702K0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC3,504$691K0.01%+3713F-HRTimeline
Belpointe Asset Management LLC3,488$688K0.03%+2,36913F-HRTimeline
SMITH, MOORE & CO.3,382$667K0.05%-21913F-HRTimeline
United Advisor Group, LLC3,303$651K0.08%013F-HRTimeline
OneDigital Investment Advisors LLC3,265$643K0.01%-2213F-HRTimeline
Creative Planningin group Creative Planning3,183$627K<0.01%+1,29713F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.3,083$608K0.21%013F-HRTimeline
Signal Advisors Wealth, LLC2,943$580K0.04%-29913F-HRTimeline
Advisory Services Network, LLC2,898$571K0.01%+6813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,815$555K<0.01%+13513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,520$497K0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,475$488K<0.01%-24913F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC2,438$481K0.5%-2513F-HRTimeline
Pacific Sun Financial Corp2,424$478K0.23%+28513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,419$477K<0.01%+14813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,419$477K0.01%+14413F-HRTimelineGroup
Harbor Asset Planning, Inc.2,416$476K0.4%+1,71913F-HRTimeline
Waverly Advisors, LLC2,413$476K<0.01%+113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,368$467K<0.01%-25113F-HRTimelineGroup
Arkadios Wealth Advisors2,363$466K0.01%+11413F-HRTimeline
Virtus Family Office LLC2,360$465K0.4%013F-HRTimeline
Seed Wealth Management, Inc.2,330$459K0.32%013F-HRTimeline
Chicago Partners Investment Group LLC2,073$458K0.01%+113F-HRTimeline
WealthCare Investment Partners, LLC2,181$439K0.12%new13F-HRTimeline
DAVIDSON TRUST CO2,218$437K0.19%013F-HRTimeline
D.A. DAVIDSON & CO.2,164$427K<0.01%new13F-HRTimeline
Riverview Trust Co2,128$419K0.52%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,053$405K<0.01%-28313F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC2,250$388K0.17%013F-HRTimeline
SCS Capital Management LLC1,890$372K<0.01%+113F-HRTimeline
Soltis Investment Advisors LLC1,886$372K0.02%-1,18013F-HRTimeline
GSG Advisors LLC1,801$355K0.09%013F-HRTimeline
UPTICK PARTNERS, LLC1,784$352K0.07%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC1,767$348K0.04%new13F-HRTimeline
Orcam Financial Group1,745$344K0.24%+213F-HRTimeline
AdvisorNet Financial, Inc1,664$328K0.02%+6413F-HRTimeline
Robertson Stephens Wealth Management, L…1,660$327K0.01%+15113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,623$320K0.02%+213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,560$307K0.01%+3113F-HRTimelineGroup
Stonehearth Capital Management, LLC1,559$307K0.12%-213F-HRTimeline
Foster Group, Inc.1,548$305K0.01%+1113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,490$299K<0.01%-16913F-HRTimeline
World Investment Advisors1,510$298K<0.01%new13F-HRTimeline
Coquina Private Wealth LLC1,484$292K0.24%013F-HRTimeline
Payne Capital LLC1,459$288K0.26%-12,63313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,405$277K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,391$274K<0.01%-813F-HRTimelineGroup
Clark Wealth Partners1,375$271K0.18%-63213F-HRTimeline
Avant Capital LLC1,280$252K0.18%+113F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,275$251K0.01%013F-HRTimeline
Prospera Financial Services Inc1,225$241K<0.01%-1213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,200$237K<0.01%new13F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL1,188$234K0.06%new13F-HRTimeline
Clear Creek Financial Management, LLC1,184$233K0.02%+113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,178$232K0.13%-713F-HRTimeline
Perigon Wealth Management, LLC1,161$229K<0.01%-313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,100$217K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC1,100$217K<0.01%013F-HR/ATimeline
Apeiron RIA LLC1,047$206K0.05%013F-HRTimeline
McCartney Wealth Management LLC1,040$205K0.17%new13F-HRTimeline
Empirical Finance, LLC1,040$205K0.01%new13F-HR/ATimeline
FLOW TRADERS U.S. LLC1,028$203K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC921$181K<0.01%+13513F-HRTimelineGroup
City State Bank600$118K0.03%+8013F-HRTimeline
High Note Wealth, LLC477$94K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…400$78.8K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.352$69.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…350$69K<0.01%new13F-HRTimeline
North Star Investment Management Corp.325$64.1K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC281$55.3K<0.01%13F-HRTimelineGroup
Geneos Wealth Management Inc.208$41K<0.01%-3513F-HRTimeline
Parkside Financial Bank & Trust202$39.8K<0.01%-1313F-HRTimeline
Versant Capital Management, Inc141$27.8K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.125$24.6K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.116$22.9K<0.01%013F-HRTimeline
Avion Wealth107$21K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc105$20.7K0.01%013F-HRTimeline
IFP Advisors, Inc105$20.7K<0.01%+8513F-HRTimeline
Horizon Investments, LLC100$19.7K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC100$19.7K0.01%013F-HRTimeline
AE Wealth Management LLC95$18.7K<0.01%+5813F-HRTimeline
CWM, LLCin group CWM, LLC85$16.8K<0.01%013F-HRTimelineGroup
Atomic Invest LLC81$15.3K0.01%+1713F-HRTimeline
Medallion Wealth Advisors, LLC76$15K<0.01%-1013F-HRTimeline
Tidemark, LLC67$13.2K<0.01%-3713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC56$11K<0.01%new13F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management42$8.32K<0.01%+113F-HRTimelineGroup
Central Pacific Bank - Trust Division39$7.69K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.32$6.31K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC30$5.91K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18$3.55K<0.01%-113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC15$2.96K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC10$2K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.9$1.77K<0.01%013F-HRTimeline
Essential Investment Partners LLC6$1.18K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2$394<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$141<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$101<0.01%-6213F-HR/ATimelineGroup