Institutional Ownership
Vanguard Wellington Fd
CUSIP 921935409US MINIMUMVFMVQ1 2026
Institutional Holders
82
13F filers
Shares Held
1.49M
Aggregate institutional
Institutional Value
$193.20M
Q1 2026
Net New Holders
+8
12 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased30
Decreased19
Sold out4
Institutional Holders
82 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 200.1K | $26.66M | +200.1K | New |
| 2 | Anderson Hoagland & Co | 183.5K | $24.44M | +7.4K | Added |
| 3 | Foundations Investment Advisors, LLC | 163.2K | $21.75M | +14.6K | Added |
| 4 | Rfp Financial Group LLC | 124.7K | $16.62M | +124.7K | New |
| 5 | Lpl Financial LLC | 89.7K | $11.95M | −18.2K | Reduced |
| 6 | Ubs Group AG | 65.4K | $8.71M | +3.0K | Added |
| 7 | Equitable Holdings, Inc. | 54.3K | $7.08M | +6.2K | Added |
| 8 | Sequoia Financial Advisors, LLC | 48.4K | $6.45M | −11.6K | Reduced |
| 9 | Umb Bank, N.A. | 42.7K | $5.69M | +8.4K | Added |
| 10 | Titleist Asset Management, LLC | 40.4K | $5.39M | +2.6K | Added |
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