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Disclosery

VFMV VANGUARD WELLINGTON FD

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US MINIMUM (fund)

83 managers (83 13F filers) reported a position in VFMV shares at 2026-03-31, 1,552,277 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
83
13F filers
83
New
12
Added
30
Reduced
20
Sold out
3
Shares held by filers
1,552,277

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN200,114$26.7M0.01%new13F-HR/ATimelineGroup
ANDERSON HOAGLAND & CO183,460$24.4M2.1%+7,43013F-HRTimeline
Foundations Investment Advisors, LLC163,235$21.7M0.27%+14,57713F-HRTimeline
RFP Financial Group LLC124,716$16.6M9.03%new13F-HRTimeline
LPL Financial LLC89,657$11.9M<0.01%-18,15813F-HRTimeline
UBS Group AGin group UBS Group AG65,405$8.71M<0.01%+2,96113F-HRTimelineGroup
NewEdge Advisors, LLC60,966$8.12M0.03%-6,63813F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.54,307$7.08M0.05%+6,24013F-HRTimelineGroup
Sequoia Financial Advisors, LLC48,437$6.45M0.04%-11,56813F-HRTimeline
UMB Bank, n.a.42,703$5.69M0.08%+8,43413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TITLEIST ASSET MANAGEMENT, LLC40,419$5.39M0.41%+2,58113F-HRTimeline
SMITH, MOORE & CO.34,041$4.54M0.33%+4,22513F-HRTimeline
Sculati Wealth Management, LLC33,372$4.45M1.64%+54213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV30,053$4M0.24%+65713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,054$3.87M0.01%-30413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP25,700$3.42M<0.01%+10,40013F-HRTimelineGroup
Cetera Investment Advisers22,006$2.93M<0.01%+3,31613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC20,532$2.73M0.07%+20,50913F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,292$2.57M0.01%-8,52813F-HRTimeline
Cornerstone Planning, LLC19,232$2.56M0.58%-10,47713F-HRTimeline
Independence Asset Advisors, LLC18,541$2.47M0.89%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,180$2.29M<0.01%+4,57413F-HRTimelineGroup
Advisory Services Network, LLC15,519$2.07M0.03%new13F-HRTimeline
Savvy Advisors, Inc.13,829$1.84M0.05%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,161$1.49M0.01%-21713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,852$1.45M<0.01%+4213F-HRTimelineGroup
Glass Jacobson Investment Advisors llc10,143$1.35M0.47%-2413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,143$1.35M<0.01%new13F-HRTimeline
Keystone Financial Group9,152$1.22M0.08%+14913F-HRTimeline
MML INVESTORS SERVICES, LLC8,191$1.09M<0.01%+61013F-HRTimeline
Compass Financial Group, INC/SD8,074$1.08M0.15%-42513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,926$1.06M<0.01%-1,45813F-HRTimelineGroup
TD Waterhouse Canada Inc.7,022$939K<0.01%-3,31613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,792$905K<0.01%-43113F-HRTimeline
Belpointe Asset Management LLC6,658$887K0.03%-2,82613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,965$795K<0.01%+66013F-HRTimelineGroup
Interchange Capital Partners, LLC5,556$704K0.22%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,651$620K0.27%+88813F-HR/ATimeline
Signal Advisors Wealth, LLC4,651$620K0.04%+91013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,362$581K0.04%+1,60613F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,205$560K0.08%-8013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,066$542K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,887$518K<0.01%+49613F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth3,218$429K<0.01%+74913F-HRTimelineGroup
D.A. DAVIDSON & CO.3,190$425K<0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,185$424K0.01%+38313F-HRTimelineGroup
Parallel Advisors, LLC3,065$408K0.01%013F-HR/ATimeline
Caitlin John, LLC3,046$406K0.24%-3413F-HRTimeline
Quantinno Capital Management LP3,038$405K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,891$385K0.02%+1013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,482$331K<0.01%+2,06913F-HRTimelineGroup
Elm3 Financial Group, LLC2,334$311K0.26%-113F-HRTimeline
Meridian Wealth Management, LLC2,283$304K0.01%new13F-HRTimeline
Regal Investment Advisors LLC2,234$298K0.02%new13F-HRTimeline
Parkside Financial Bank & Trust2,018$269K0.02%-1313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,910$254K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,906$254K0.01%+313F-HRTimelineGroup
Western Wealth Management, LLC1,708$228K0.01%+113F-HR/ATimeline
Orion Porfolio Solutions, LLC1,707$227K<0.01%-6,59413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…1,637$218K0.04%-2213F-HRTimeline
Arax Advisory Partners785$105K<0.01%+313F-HRTimeline
HARBOUR INVESTMENTS, INC.566$75.4K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY515$68.6K<0.01%-913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/459$61.2K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC328$43.9K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC310$41.4K<0.01%13F-HRTimelineGroup
Geneos Wealth Management Inc.307$40.9K<0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.270$36K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC230$30.7K0.01%+113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC210$28K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.185$24.6K0.02%new13F-HRTimeline
CoreCap Advisors, LLC146$19.5K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…130$17.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…122$16.3K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc116$15.5K<0.01%013F-HRTimeline
City State Bank100$13.3K<0.01%013F-HRTimeline
Triumph Capital Management97$12.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC84$11.2K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC65$8.66K<0.01%013F-HRTimeline
McIlrath & Eck, LLC63$8.39K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.58$7.73K<0.01%013F-HRTimeline
IFP Advisors, Inc51$6.79K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC1$178<0.01%new13F-HRTimeline