Who owns Vanguard Wellington Fd us minimum?
- Ticker: VFMV
- CUSIP Number: 921935409
Tip: Access positions for across all investors
Analyze quarterly positions in Vanguard Wellington Fd us minimum with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Vanguard Wellington Fd us minimum stock
Who bought or sold Vanguard Wellington Fd us minimum this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Anderson Hoagland & Co | 177k | $23M | -1% | Sep 2025 |
|
| Foundations Investment Advisors | 144k | $19M | 3% | Sep 2025 |
|
| LPL Financial | 106k | $14M | 11% | Sep 2025 |
|
| Sequoia Financial Advisors | 75k | $9.8M | 100% | Sep 2025 |
|
| Martin Worley Group | 72k | $9.3M | 10% | Jun 2025 |
|
| Goss Wealth Management | 71k | $9.3M | 4% | Sep 2025 |
|
| UBS Group | 62k | $8.1M | 4% | Sep 2025 |
|
| Equitable Holdings | 43k | $5.6M | 26% | Sep 2025 |
|
| Umb Bank N A | 34k | $4.5M | 0% | Sep 2025 |
|
| Titleist Asset Management | 33k | $4.3M | 3% | Sep 2025 |
|
| Sculati Wealth Management | 30k | $3.9M | 40% | Sep 2025 |
|
| Kestra Advisory Services | 29k | $3.8M | 100% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 28k | $3.6M | -4% | Sep 2025 |
|
| Creative Financial Designs | 26k | $3.3M | 11% | Sep 2025 |
|
| Independence Asset Advisors | 21k | $2.8M | 0% | Sep 2025 |
|
| Smith, Moore & Co. | 18k | $2.4M | -11% | Sep 2025 |
|
| Cetera Investment Advisers | 18k | $2.3M | 398% | Sep 2025 |
|
| H D Vest Advisory Services | 16k | $2.0M | 17% | Jun 2025 |
|
| SRS Capital Advisors | 15k | $1.5M | 1795% | Sep 2025 |
|
| Two Sigma Investments | 13k | $1.7M | -42% | Sep 2025 |
|
| Pathstone Holdings | 11k | $1.5M | 0% | Sep 2025 |
|
| Envestnet Asset Management | 11k | $1.5M | 25% | Sep 2025 |
|
| Royal Bank of Canada | 11k | $1.4M | 12% | Sep 2025 |
|
| Glass Jacobson Investment Advisors | 9.9k | $1.3M | 7% | Sep 2025 |
|
| CLS Investments | 9.4k | $1.2M | -18% | Sep 2025 |
|
| Advisor Group Holdings | 9.2k | $1.2M | -5% | Sep 2025 |
|
| Compass Financial Group | 9.0k | $1.2M | -1% | Sep 2025 |
|
| Keystone Financial Group | 8.9k | $1.2M | -3% | Sep 2025 |
|
| Commonwealth Equity Services | 7.2k | $945k | 3% | Sep 2025 |
|
| Mml Investors Services | 5.6k | $732k | 17% | Sep 2025 |
|
| Interchange Capital Partners | 5.6k | $730k | 0% | Sep 2025 |
|
| Belpointe Asset Management | 5.2k | $687k | 100% | Sep 2025 |
|
| Raymond James Financial | 5.1k | $671k | 79% | Sep 2025 |
|
| Apollon Financial | 4.3k | $563k | 10% | Sep 2025 |
|
| Branch Banking & Trust Company | 4.1k | $534k | 0% | Sep 2025 |
|
| D.A. Davidson & Co. | 3.6k | $471k | 13% | Sep 2025 |
|
| Buckingham Strategic Partners | 3.3k | $433k | 68% | Sep 2025 |
|
| Parallel Advisors | 3.3k | $429k | -2% | Sep 2025 |
|
| Signature Estate and Investment Advisors | 3.1k | $413k | -2% | Sep 2025 |
|
| Caitlin John | 3.1k | $406k | 0% | Sep 2025 |
|
| Retireful | 3.1k | $401k | -13% | Sep 2025 |
|
| Bank Of Montreal | 3.1k | $391k | 100% | Jun 2025 |
|
| Flagship Harbor Advisors | 2.9k | $386k | -2% | Sep 2025 |
|
| Signal Advisors Wealth | 2.8k | $363k | 71% | Sep 2025 |
|
| Maripau Wealth Management | 2.5k | $335k | 58% | Sep 2025 |
|
| Old Mission Capital | 2.5k | $334k | 100% | Sep 2025 |
|
| Elm3 Financial Group | 2.1k | $270k | -6% | Sep 2025 |
|
| Parkside Financial Bank & Trust | 2.0k | $267k | 0% | Sep 2025 |
|
| Silver Oak Securities | 2.0k | $266k | 100% | Sep 2025 |
|
| Citizens Financial Group | 1.9k | $255k | 100% | Sep 2025 |
|
| Leonard Rickey Investment Advisors P | 1.7k | $230k | 0% | Sep 2025 |
|
| Ameritas Advisory Services | 951.00 | $125k | -52% | Sep 2025 |
|
| Tower Research Capital | 913.00 | $120k | -53% | Sep 2025 |
|
| Morgan Stanley | 526.00 | $67k | 100% | Jun 2025 |
|
| Harbour Investments | 482.00 | $63k | 100% | Sep 2025 |
|
| National Bank Of Canada /fi/ | 459.00 | $60k | 0% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 274.00 | $36k | 10% | Sep 2025 |
|
| UMA Financial Services | 270.00 | $36k | 0% | Sep 2025 |
|
| Armstrong Advisory Group | 210.00 | $28k | 0% | Sep 2025 |
|
| AdvisorNet Financial | 209.00 | $28k | -10% | Sep 2025 |
|
| Geneos Wealth Management | 164.00 | $22k | 1% | Sep 2025 |
|
| Steward Partners Investment Advisory | 130.00 | $17k | 0% | Sep 2025 |
|
| City State Bank | 100.00 | $13k | 0% | Sep 2025 |
|
| Triumph Capital Management | 97.00 | $13k | 100% | Sep 2025 |
|
| Principal Securities | 67.00 | $8.8k | 100% | Sep 2025 |
|
| JFS Wealth Advisors | 65.00 | $8.5k | 0% | Sep 2025 |
|
| McIlrath & Eck | 63.00 | $8.3k | 0% | Sep 2025 |
|
| Nbc Securities | 58.00 | $7.6k | 100% | Sep 2025 |
|
| IFP Advisors | 51.00 | $6.7k | 100% | Sep 2025 |
|
| Capital Analysts | 23.00 | $3.0k | 100% | Sep 2025 |
|
Who sold out of Vanguard Wellington Fd us minimum?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Wealth Solutions | Mar 2025 | 13k | $1.7M |
| OneAscent Financial Services | Jun 2025 | 8.1k | $1.0M |
| Foresight Capital Management Advisors | Jun 2025 | 4.2k | $534k |
| Bryn Mawr Trust | Jun 2025 | 3.8k | $488k |
| J.w. Cole Advisors | Jun 2025 | 2.4k | $303k |
| Citadel Advisors | Jun 2025 | 2.0k | $255k |
| Tanglewood Wealth Management | Jun 2025 | 1.8k | $225k |
| Jones Financial Companies, L.L | Jun 2025 | 177.00 | $23k |