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
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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 | 179k | $25M | -3% | Jun 2026 |
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| Foundations Investment Advisors | 175k | $24M | 7% | Jun 2026 |
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| LPL Financial | 129k | $18M | 43% | Jun 2026 |
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| UBS Group | 65k | $9.1M | 0% | Jun 2026 |
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| Equitable Holdings | 61k | $8.5M | 13% | Jun 2026 |
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| Goss Wealth Management | 60k | $8.4M | -1% | Jun 2026 |
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| Umb Bank N A | 42k | $5.9M | -1% | Jun 2026 |
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| Titleist Asset Management | 41k | $5.7M | 2% | Jun 2026 |
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| Sequoia Financial Advisors | 35k | $4.9M | -28% | Jun 2026 |
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| Smith, Moore & Co. | 34k | $4.8M | 1% | Jun 2026 |
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| Sculati Wealth Management | 34k | $4.9M | 3% | Jun 2026 |
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| Creative Financial Designs | 30k | $4.2M | -1% | Jun 2026 |
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| Kestra Advisory Services | 29k | $4.1M | 0% | Jun 2026 |
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| Cetera Investment Advisers | 28k | $3.9M | 28% | Jun 2026 |
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| Two Sigma Investments | 23k | $3.2M | -11% | Jun 2026 |
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| Capital Analysts | 23k | $3.1M | 10% | Jun 2026 |
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| Envestnet Asset Management | 22k | $3.0M | 26% | Jun 2026 |
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| Cambridge Investment Research Advisors | 20k | $2.8M | 4% | Jun 2026 |
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| Cornerstone Planning | 19k | $2.7M | 0% | Jun 2026 |
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| Advisory Services Network | 19k | $2.6M | 20% | Jun 2026 |
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| Independence Asset Advisors | 19k | $2.6M | 0% | Jun 2026 |
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| Pathstone Holdings | 11k | $1.5M | -2% | Jun 2026 |
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| Royal Bank of Canada | 11k | $1.5M | 0% | Jun 2026 |
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| Mml Investors Services | 11k | $1.5M | 32% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 10k | $1.4M | 1% | Jun 2026 |
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| Mercer Global Advisors | 10k | $1.4M | 1% | Jun 2026 |
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| Keystone Financial Group | 9.0k | $1.3M | -2% | Jun 2026 |
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| Raymond James Financial | 8.4k | $1.2M | 41% | Jun 2026 |
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| Advisor Group Holdings | 8.3k | $1.2M | 5% | Jun 2026 |
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| Susquehanna International | 8.1k | $1.1M | 100% | Jun 2026 |
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| Compass Financial Group | 7.5k | $1.0M | -7% | Jun 2026 |
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| Signal Advisors Wealth | 7.3k | $1.0M | 57% | Jun 2026 |
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| Maripau Wealth Management | 7.1k | $993k | 100% | Jun 2026 |
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| Commonwealth Equity Services | 7.1k | $984k | 4% | Jun 2026 |
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| Peter F. Mathieson | 7.0k | $979k | 100% | Jun 2026 |
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| TD Waterhouse Canada | 6.8k | $952k | -3% | Jun 2026 |
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| Silver Oak Securities | 6.6k | $921k | 52% | Jun 2026 |
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| Goldman Sachs Group | 5.8k | $812k | 100% | Jun 2026 |
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| Interchange Capital Partners | 5.6k | $774k | 0% | Jun 2026 |
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| Tower Research Capital | 5.3k | $734k | 100% | Jun 2026 |
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| Buckingham Strategic Partners | 4.4k | $612k | 36% | Jun 2026 |
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| Apollon Financial | 4.2k | $586k | 0% | Jun 2026 |
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| Branch Banking & Trust Company | 4.1k | $567k | 0% | Jun 2026 |
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| Bank Of Montreal | 3.9k | $518k | 100% | Mar 2026 |
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| Signature Estate and Investment Advisors | 3.8k | $529k | 19% | Jun 2026 |
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| HighTower Advisors | 3.3k | $464k | 100% | Jun 2026 |
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| D.A. Davidson & Co. | 3.2k | $445k | 0% | Jun 2026 |
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| Quantinno Capital Management | 3.0k | $423k | 0% | Jun 2026 |
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| Caitlin John | 3.0k | $414k | -3% | Jun 2026 |
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| Parallel Advisors | 3.0k | $413k | -3% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 2.8k | $391k | 13% | Jun 2026 |
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| Madison Wealth Partners | 2.8k | $390k | 100% | Jun 2026 |
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| Ameritas Advisory Services | 2.6k | $366k | 38% | Jun 2026 |
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| Flagship Harbor Advisors | 2.6k | $358k | -11% | Jun 2026 |
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| Elm3 Financial Group | 2.3k | $316k | -3% | Jun 2026 |
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| Regal Investment Advisors | 2.2k | $311k | 0% | Jun 2026 |
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| Parkside Financial Bank & Trust | 2.0k | $281k | 0% | Jun 2026 |
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| HPM Partners | 1.9k | $266k | 0% | Jun 2026 |
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| Bank of New York Mellon | 1.9k | $264k | 100% | Jun 2026 |
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| Western Wealth Management | 1.7k | $238k | 0% | Jun 2026 |
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| Jane Street | 1.7k | $238k | 100% | Jun 2026 |
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| Vise Technologies | 1.7k | $237k | 100% | Jun 2026 |
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| Hrt Financial | 1.5k | $210k | 100% | Jun 2026 |
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| IFP Advisors | 1.4k | $197k | 2673% | Jun 2026 |
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| SRS Capital Advisors | 1.2k | $169k | 54% | Jun 2026 |
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| Harbour Investments | 566.00 | $79k | 0% | Jun 2026 |
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| Morgan Stanley | 515.00 | $69k | -2% | Mar 2026 |
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| National Bank Of Canada /fi/ | 459.00 | $64k | 0% | Jun 2026 |
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| Vanguard Advisers | 411.00 | $57k | 33% | Jun 2026 |
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| Jpmorgan Chase & Co | 398.00 | $55k | 100% | Jun 2026 |
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| Farther Finance Advisors | 344.00 | $48k | 5% | Jun 2026 |
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| Geneos Wealth Management | 307.00 | $43k | 0% | Jun 2026 |
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| Wells Fargo & Company | 275.00 | $38k | -100% | Jun 2026 |
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| UMA Financial Services | 270.00 | $38k | 0% | Jun 2026 |
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| Proathlete Wealth Management | 231.00 | $32k | 0% | Jun 2026 |
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| Armstrong Advisory Group | 210.00 | $29k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 130.00 | $18k | 0% | Jun 2026 |
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| AdvisorNet Financial | 117.00 | $16k | 1% | Jun 2026 |
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| TSFG | 103.00 | $14k | 100% | Jun 2026 |
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| City State Bank | 100.00 | $14k | 0% | Jun 2026 |
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| Triumph Capital Management | 97.00 | $13k | 0% | Mar 2026 |
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| CX Institutional | 67.00 | $9.0k | 100% | Jun 2026 |
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| JFS Wealth Advisors | 65.00 | $9.1k | 0% | Jun 2026 |
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| McIlrath & Eck | 63.00 | $8.4k | 0% | Mar 2026 |
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| Nbc Securities | 58.00 | $8.1k | 0% | Jun 2026 |
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| Nova Wealth Management | 40.00 | $5.6k | -78% | Jun 2026 |
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| Corsicana & Co. | 30.00 | $4.2k | 100% | Jun 2026 |
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| Oakmont Advisory Group | 27.00 | $3.7k | 100% | Jun 2026 |
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| Action Point Financial Planning | 23.00 | $3.1k | 100% | Jun 2026 |
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| Archer Investment Corp | 22.00 | $3.1k | 100% | Jun 2026 |
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Who sold out of Vanguard Wellington Fd us minimum?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| RFP Financial Group | Mar 2026 | 125k | $17M |
| Savvy Advisors | Mar 2026 | 14k | $1.8M |
| Belpointe Asset Management | Mar 2026 | 6.7k | $887k |
| Meridian Wealth Management | Mar 2026 | 2.3k | $304k |
| CLS Investments | Mar 2026 | 1.7k | $228k |
| Leonard Rickey Investment Advisors P | Mar 2026 | 1.6k | $218k |
| CoreCap Advisors | Mar 2026 | 146.00 | $20k |
| Fifth Third Bancorp | Mar 2026 | 122.00 | $16k |
| Aptus Capital Advisors | Mar 2026 | 84.00 | $11k |