Institutional Ownership
Vanguard Wellington Fd
CUSIP 921935607US MULTIFACTORVFMFQ1 2026
Institutional Holders
94
13F filers
Shares Held
1.55M
Aggregate institutional
Institutional Value
$212.38M
Q1 2026
Net New Holders
+10
19 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased42
Decreased16
Sold out9
Institutional Holders
94 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Anderson Hoagland & Co | 307.9K | $47.75M | +7.3K | Added |
| 2 | Envestnet Asset Management Inc | 165.3K | $25.64M | +21.9K | Added |
| 3 | Systelligence, LLC | 108.0K | $16.74M | +108.0K | New |
| 4 | Lpl Financial LLC | 81.3K | $12.61M | +13.9K | Added |
| 5 | Umb Bank, N.A. | 66.9K | $10.37M | +11.9K | Added |
| 6 | Storen Legacy Partners, LLC | 58.7K | $9.10M | −142.8K | Reduced |
| 7 | Raymond James Financial Inc | 55.7K | $8.63M | +11.1K | Added |
| 8 | Rooted Wealth Advisors, Inc. | 47.0K | $7.81M | +10.5K | Added |
| 9 | Geneos Wealth Management Inc. | 43.8K | $6.79M | +1.1K | Added |
| 10 | Baron Silver Stevens Financial Advisors, LLC | 39.9K | $6.19M | +3.7K | Added |
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