Institutional Ownership
Vanguard Wellington Fd
CUSIP 921935607US MULTIFACTORVFMFQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
94
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Anderson Hoagland & Co | 307.9K | $47.75M |
| 2 | Envestnet Asset Management Inc | 165.3K | $25.64M |
| 3 | Systelligence, LLC | 108.0K | $16.74M |
| 4 | Lpl Financial LLC | 81.3K | $12.61M |
| 5 | Umb Bank, N.A. | 66.9K | $10.37M |
| 6 | Storen Legacy Partners, LLC | 58.7K | $9.10M |
| 7 | Raymond James Financial Inc | 55.7K | $8.63M |
| 8 | Rooted Wealth Advisors, Inc. | 47.0K | $7.81M |
| 9 | Geneos Wealth Management Inc. | 43.8K | $6.79M |
| 10 | Baron Silver Stevens Financial Advisors, LLC | 39.9K | $6.19M |