Institutional Ownership
Vanguard Wellington Fd
CUSIP 921935706US QUALITYVFQYQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
96
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 | Armbruster Capital Management, Inc. | 190.4K | $28.42M |
| 2 | Foundations Investment Advisors, LLC | 144.1K | $21.50M |
| 3 | Pure Financial Advisors, LLC | 137.0K | $20.44M |
| 4 | Focus Partners Wealth | 75.3K | $11.24M |
| 5 | Genesis Wealth Advisors, LLC | 59.4K | $8.86M |
| 6 | Hobart Private Capital, LLC | 47.5K | $7.08M |
| 7 | Beacon Financial Planning, Inc | 28.1K | $4.19M |
| 8 | Lpl Financial LLC | 28.0K | $4.18M |
| 9 | Cannon Wealth Management Services, LLC | 27.8K | $4.15M |
| 10 | Medallion Wealth Advisors, LLC | 27.5K | $4.10M |