Institutional Ownership
Vanguard Wellington Fd
CUSIP 921935805US VALUE FACTRVFVAQ1 2026
Institutional Holders
93
13F filers
Shares Held
2.51M
Aggregate institutional
Institutional Value
$335.69M
Q1 2026
Net New Holders
+0
9 new · 9 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased28
Decreased32
Sold out9
Institutional Holders
93 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Vantagepoint Investment Advisers LLC | 499.2K | $67.19M | −20.7K | Reduced |
| 2 | Armbruster Capital Management, Inc. | 432.0K | $58.15M | +3.7K | Added |
| 3 | Anderson Hoagland & Co | 248.4K | $33.44M | +891 | Added |
| 4 | Equitable Holdings, Inc. | 215.6K | $28.62M | +26.7K | Added |
| 5 | Burrus Financial Services, Inc. | 198.5K | $26.72M | +16.5K | Added |
| 6 | Menora Mivtachim Holdings Ltd. | 93.3K | $12.56M | −3.4K | Reduced |
| 7 | Rwa Wealth Partners, LLC | 76.7K | $10.32M | −6.3K | Reduced |
| 8 | Bank Of America Corp /De/ | 73.0K | $9.82M | +5.6K | Added |
| 9 | Lpl Financial LLC | 67.0K | $9.02M | +5.8K | Added |
| 10 | Sterling Manor Financial, LLC | 59.1K | $7.96M | −3.4K | Reduced |
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