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Disclosery

VFMV VANGUARD WELLINGTON FD

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US MINIMUM (fund)

88 managers (88 13F filers) reported a position in VFMV shares at 2026-06-30, 1,309,422 shares in all. 17 filers opened a position and 10 filers sold out during the quarter.

Managers
88
13F filers
88
New
17
Added
35
Reduced
18
Sold out
10
Shares held by filers
1,309,422

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 & CO178,856$24.9M1.95%-4,60413F-HRTimeline
Foundations Investment Advisors, LLC174,905$24.4M0.25%+11,67013F-HRTimeline
LPL Financial LLC128,559$17.9M<0.01%+38,90213F-HRTimeline
UBS Group AGin group UBS Group AG65,433$9.12M<0.01%+2813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.61,327$8.55M0.05%+7,02013F-HRTimelineGroup
NewEdge Advisors, LLC60,163$8.38M0.02%-80313F-HRTimeline
UMB Bank, n.a.42,283$5.89M0.07%-42013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TITLEIST ASSET MANAGEMENT, LLC41,234$5.75M0.39%+81513F-HRTimeline
Sculati Wealth Management, LLC34,373$4.89M1.63%+1,00113F-HRTimeline
Sequoia Financial Advisors, LLC34,945$4.87M0.02%-13,49213F-HRTimeline
SMITH, MOORE & CO.34,380$4.79M0.31%+33913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29,807$4.15M0.2%-24613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,192$4.07M0.01%+13813F-HRTimelineGroup
Cetera Investment Advisers28,209$3.93M<0.01%+6,20313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP23,000$3.21M<0.01%-2,70013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC22,575$3.15M0.07%+2,04313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,573$3.01M<0.01%+4,39313F-HRTimelineGroup
Cambridge Investment Research Advisors,…20,010$2.79M0.01%+71813F-HR/ATimeline
Cornerstone Planning, LLC19,272$2.69M0.62%+4013F-HRTimeline
Advisory Services Network, LLC18,659$2.6M0.03%+3,14013F-HRTimeline
Independence Asset Advisors, LLC18,541$2.58M0.67%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,984$1.53M<0.01%-17713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,845$1.51M<0.01%-713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,822$1.51M<0.01%+2,63113F-HRTimeline
Glass Jacobson Investment Advisors llc10,291$1.43M0.45%+14813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,291$1.43M<0.01%+14813F-HR/ATimeline
Keystone Financial Group8,973$1.25M0.07%-17913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,412$1.17M<0.01%+2,44713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,335$1.16M<0.01%+40913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,082$1.13M<0.01%new13F-HRTimelineGroup
Compass Financial Group, INC/SD7,532$1.05M0.12%-54213F-HRTimeline
Signal Advisors Wealth, LLC7,315$1.02M0.05%+2,66413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC7,124$992K0.35%+2,47313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,062$984K<0.01%+27013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC7,025$979K0.05%new13F-HRTimeline
TD Waterhouse Canada Inc.6,827$951K<0.01%-19513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,611$921K0.06%+2,24913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,826$812K<0.01%new13F-HRTimelineGroup
Interchange Capital Partners, LLC5,556$774K0.15%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,265$734K0.02%new13F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,388$612K0.01%+1,17013F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,205$586K0.07%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,066$567K<0.01%013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,798$529K0.01%+61313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,641$507K<0.01%-24613F-HRTimelineGroup
HighTower Advisors, LLC3,327$464K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.3,190$445K<0.01%013F-HRTimeline
Quantinno Capital Management LP3,038$423K<0.01%013F-HRTimeline
Caitlin John, LLC2,969$414K0.23%-7713F-HRTimeline
Parallel Advisors, LLC2,965$413K0.01%-10013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,804$391K<0.01%+32213F-HRTimelineGroup
Madison Wealth Partners, Inc2,799$390K0.05%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,628$366K0.01%+72213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,572$358K0.01%-31913F-HRTimeline
Elm3 Financial Group, LLC2,264$316K0.22%-7013F-HRTimeline
Regal Investment Advisors LLC2,234$311K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,910$266K<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,897$264K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC1,710$238K0.01%+213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,708$238K<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.1,702$237K<0.01%new13F-HRTimeline
HRT FINANCIAL LP1,511$210K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,414$197K<0.01%+1,36313F-HRTimeline
Arax Advisory Partners1,210$169K<0.01%+42513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY648$90.3K<0.01%+13313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.566$78.9K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/459$64K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC411$57.3K<0.01%+10113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO398$55.4K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC344$47.9K<0.01%+1613F-HRTimeline
Geneos Wealth Management Inc.307$42.7K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN275$38.3K<0.01%-199,83913F-HRTimelineGroup
Physician Wealth Advisors, Inc.270$37.6K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC231$32.2K0.01%+113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC210$29.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…130$18.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc117$16.3K<0.01%+113F-HRTimeline
TSFG, LLC103$14K<0.01%new13F-HRTimeline
City State Bank100$13.9K<0.01%013F-HRTimeline
Triumph Capital Management97$13.5K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC65$9.06K<0.01%013F-HRTimeline
CX Institutional67$9K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.58$8.08K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.40$5.58K<0.01%-14513F-HRTimeline
Corsicana & Co.30$4.18K<0.01%new13F-HRTimeline
Oakmont Advisory Group, LLC27$3.71K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS23$3.14K<0.01%new13F-HRTimeline
Archer Investment Corp22$3.07K<0.01%new13F-HR/ATimeline