Institutional Ownership
Vanguard Wellington Fd
CUSIP 921935706US QUALITYVFQYQ1 2026
Institutional Holders
96
13F filers
Shares Held
1.08M
Aggregate institutional
Institutional Value
$155.80M
Q1 2026
Net New Holders
+4
10 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased26
Decreased31
Sold out6
Institutional Holders
96 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Armbruster Capital Management, Inc. | 190.4K | $28.42M | +4.4K | Added |
| 2 | Foundations Investment Advisors, LLC | 144.1K | $21.50M | +14.3K | Added |
| 3 | Pure Financial Advisors, LLC | 137.0K | $20.44M | +137.0K | New |
| 4 | Focus Partners Wealth | 75.3K | $11.24M | −2.5K | Reduced |
| 5 | Genesis Wealth Advisors, LLC | 59.4K | $8.86M | +2.4K | Added |
| 6 | Hobart Private Capital, LLC | 47.5K | $7.08M | −299 | Reduced |
| 7 | Beacon Financial Planning, Inc | 28.1K | $4.19M | +9.1K | Added |
| 8 | Lpl Financial LLC | 28.0K | $4.18M | −11.3K | Reduced |
| 9 | Cannon Wealth Management Services, LLC | 27.8K | $4.15M | +1.3K | Added |
| 10 | Medallion Wealth Advisors, LLC | 27.5K | $4.10M | +1.3K | Added |
86 more institutional holders on Premium
See every fund holding Vanguard Wellington Fd, with full quarter-over-quarter share changes.
Unlock all holders