Who owns VANGUARD WELLINGTON FD?
- Ticker: VTES
- CUSIP Number: 921935870
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Analyze quarterly positions in Vanguard Wellington with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Vanguard Wellington stock
Who bought or sold VANGUARD WELLINGTON FD this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Mercer Global Advisors | 1.3M | $133M | -4% | Dec 2025 |
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| Wescott Financial Advisory Group | 669k | $68M | 5% | Dec 2025 |
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| Gleason Group | 283k | $29M | -7% | Dec 2025 |
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| Tiaa Trust, National Association | 250k | $26M | 100% | Sep 2025 |
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| Seeds Investor | 190k | $19M | 4% | Dec 2025 |
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| Bedel Financial Consulting | 165k | $17M | 629% | Dec 2025 |
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| CI Private Wealth | 157k | $16M | -4% | Dec 2025 |
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| Raymond James Financial | 142k | $15M | 73% | Sep 2025 |
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| Wells Fargo & Company | 140k | $14M | 36% | Dec 2025 |
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| Cetera Investment Advisers | 116k | $12M | -1% | Dec 2025 |
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| Savant Capital Management | 106k | $11M | 13% | Dec 2025 |
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| Beaird Harris Wealth Management | 102k | $10M | -6% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 98k | $10M | 2% | Dec 2025 |
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| Stonebridge Capital Advisors | 92k | $9.3M | 8% | Dec 2025 |
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| Berkshire Bank | 91k | $9.2M | 10% | Dec 2025 |
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| Commonwealth Equity Services | 88k | $8.9M | 180% | Dec 2025 |
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| Beacon Pointe Advisors | 85k | $8.7M | 3% | Dec 2025 |
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| Branch Banking & Trust Company | 81k | $8.3M | 86% | Dec 2025 |
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| Goldman Sachs Group | 78k | $7.9M | 222% | Dec 2025 |
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| Capital Investment Services of America | 76k | $7.8M | 0% | Dec 2025 |
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| Hughes Financial Services | 71k | $7.2M | 4% | Sep 2025 |
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| Envestnet Asset Management | 70k | $7.2M | 10% | Dec 2025 |
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| Firestone Capital Management | 55k | $5.6M | 15% | Dec 2025 |
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| LPL Financial | 52k | $5.3M | 27% | Dec 2025 |
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| Topsail Wealth Management | 51k | $5.2M | 0% | Dec 2025 |
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| MGO Private Wealth | 51k | $5.2M | 14% | Sep 2025 |
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| Apella Capital | 51k | $5.1M | 100% | Dec 2025 |
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| Eclectic Associates | 49k | $5.0M | 26% | Dec 2025 |
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| Ashton Thomas Private Wealth | 46k | $4.7M | 39% | Dec 2025 |
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| Oakmont Partners | 44k | $4.5M | 26% | Dec 2025 |
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| Jones Financial Companies, L.L | 43k | $4.4M | 99% | Sep 2025 |
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| Mayport | 41k | $4.2M | 36% | Dec 2025 |
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| Altiora Financial Group | 41k | $4.2M | 5% | Sep 2025 |
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| TCI Wealth Advisors | 40k | $4.0M | 0% | Dec 2025 |
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| Advisor Group Holdings | 39k | $4.0M | 7% | Dec 2025 |
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| UBS Group | 39k | $4.0M | 2% | Dec 2025 |
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| Private Advisor | 36k | $3.7M | 38% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 33k | $3.4M | -2% | Dec 2025 |
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| Haven Private | 32k | $3.3M | 3% | Sep 2025 |
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| Sterling Financial Planning | 32k | $3.2M | 6% | Dec 2025 |
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| Genesis Private Wealth | 31k | $3.1M | 2% | Dec 2025 |
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| Stifel Financial | 30k | $3.0M | 75% | Dec 2025 |
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| GenTrust | 29k | $2.9M | 28% | Dec 2025 |
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| Aspire Private Capital | 28k | $2.8M | 27% | Dec 2025 |
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| S.A. Mason | 27k | $2.7M | 100% | Dec 2025 |
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| BlueChip Wealth Advisors | 26k | $2.7M | -7% | Sep 2025 |
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| Burton Enright Welch | 26k | $2.6M | 100% | Dec 2025 |
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| Evanson Asset Management | 26k | $2.6M | -1% | Dec 2025 |
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| Haverford Trust Company | 25k | $2.5M | 25% | Dec 2025 |
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| Hartland & Co | 24k | $2.5M | 40% | Dec 2025 |
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| Brown Wealth Management | 23k | $2.4M | 3% | Dec 2025 |
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| Susquehanna International | 23k | $2.4M | 100% | Dec 2025 |
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| Atria Investments | 22k | $2.2M | -16% | Dec 2025 |
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| Silver Oak Advisory Group | 22k | $2.2M | 0% | Dec 2025 |
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| Frankly Finances | 21k | $2.2M | 100% | Dec 2025 |
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| Jacobson & Schmitt Advisors | 21k | $2.1M | 3% | Dec 2025 |
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| HB Wealth Management | 20k | $2.1M | 4% | Dec 2025 |
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| Diversified Portfolios | 20k | $2.0M | 2% | Dec 2025 |
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| Daymark Wealth Partners | 19k | $2.0M | 43% | Dec 2025 |
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| Allodium Investment Consultants | 19k | $1.9M | 20% | Dec 2025 |
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| Choate Investment Advisors | 18k | $1.8M | 1% | Dec 2025 |
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| Taylor, Cottrill, Erickson & Associates | 17k | $1.8M | 0% | Dec 2025 |
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| Passive Capital Management | 17k | $1.8M | -34% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 17k | $1.7M | 70% | Dec 2025 |
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| Citadel Advisors | 16k | $1.7M | 48% | Sep 2025 |
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| Farther Finance Advisors | 16k | $1.7M | 58% | Dec 2025 |
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| Modern Wealth Management | 16k | $1.7M | 35% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 16k | $1.6M | -50% | Dec 2025 |
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| EverSource Wealth Advisors | 16k | $1.6M | 21% | Dec 2025 |
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| Kathleen S. Wright Associates | 15k | $1.5M | 2% | Sep 2025 |
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| Goss Wealth Management | 15k | $1.5M | 7% | Dec 2025 |
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| Single Point Partners | 15k | $1.5M | 5% | Dec 2025 |
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| Laurel Wealth Advisors | 15k | $1.5M | 0% | Dec 2025 |
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| Cardiff Park Advisors | 14k | $1.4M | 0% | Dec 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14k | $1.4M | 11% | Dec 2025 |
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| Pathstone Holdings | 14k | $1.4M | 0% | Sep 2025 |
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| SRS Capital Advisors | 14k | $1.4M | 100% | Dec 2025 |
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| Resources Investment Advisors | 14k | $1.4M | 2% | Dec 2025 |
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| Eaton-Cambridge | 13k | $1.4M | 135% | Sep 2025 |
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| Integrity Investment Advisors | 13k | $1.3M | -2% | Sep 2025 |
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| Burney Co/ | 12k | $1.2M | 10% | Dec 2025 |
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| SwitchPoint Financial Planning | 12k | $1.2M | 0% | Sep 2025 |
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| Flagship Harbor Advisors | 11k | $1.1M | 19% | Dec 2025 |
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| Janney Montgomery Scott | 11k | $1.1M | 0% | Dec 2025 |
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| Ballast Rock Private Wealth | 11k | $1.1M | 100% | Dec 2025 |
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| Alhambra Investment Partners | 11k | $1.1M | 0% | Dec 2025 |
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| Luther King Capital Management Corporation | 11k | $1.1M | 0% | Dec 2025 |
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| Sunesis Advisors | 11k | $1.1M | 0% | Dec 2025 |
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| Planning Center | 11k | $1.1M | 0% | Dec 2025 |
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| Royal Bank of Canada | 11k | $1.1M | -76% | Sep 2025 |
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| TAGStone Capital | 10k | $1.1M | -7% | Dec 2025 |
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| Tribridge Partners Financial | 10k | $1.0M | 30% | Dec 2025 |
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| Pillar Financial Advisors | 9.7k | $985k | 14% | Dec 2025 |
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| Warren Averett Asset Management | 9.5k | $969k | 0% | Dec 2025 |
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| Sentinus | 9.4k | $950k | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 9.3k | $944k | -38% | Dec 2025 |
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| Bridgewealth Advisory Group | 9.2k | $933k | -6% | Dec 2025 |
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| Colony | 9.0k | $911k | 11% | Dec 2025 |
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| William Blair $ Company | 9.0k | $913k | -19% | Sep 2025 |
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| Concurrent Investment Advisors | 8.8k | $890k | 10% | Dec 2025 |
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| Gutierrez Wealth Advisory | 8.3k | $844k | -46% | Dec 2025 |
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| Betterment | 8.1k | $818k | 5% | Dec 2025 |
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| Headinvest | 7.9k | $806k | 0% | Dec 2025 |
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| Savvy Advisors | 7.9k | $802k | -15% | Dec 2025 |
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| Quantinno Capital Management | 7.5k | $763k | 205% | Dec 2025 |
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| Fortune Financial Advisors | 7.1k | $718k | 60% | Dec 2025 |
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| Rockbridge Investment Management, LCC | 7.1k | $717k | 57% | Dec 2025 |
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| RCS Financial Planning | 7.0k | $710k | 0% | Dec 2025 |
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| EnRich Financial Partners | 6.9k | $699k | 0% | Dec 2025 |
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| Bridgewater Advisors | 6.8k | $693k | 0% | Dec 2025 |
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| Thrive Wealth Management | 6.7k | $685k | 0% | Dec 2025 |
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| Arbor Investment Advisors | 6.6k | $675k | 100% | Dec 2025 |
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| Eagle Rock Investment Company | 6.6k | $673k | -14% | Dec 2025 |
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| Mml Investors Services | 6.6k | $667k | 34% | Dec 2025 |
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| Integrity Wealth Solutions | 6.5k | $656k | 0% | Dec 2025 |
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| CWM | 6.4k | $655k | 100% | Dec 2025 |
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| Per Stirling Capital Management | 6.3k | $641k | 0% | Sep 2025 |
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| Creative Financial Designs | 6.3k | $637k | -83% | Dec 2025 |
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| VSM Wealth Advisory | 6.2k | $628k | 24% | Sep 2025 |
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| Manuka Financial | 6.1k | $623k | 100% | Dec 2025 |
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| Directional Asset Management | 6.0k | $607k | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 5.9k | $597k | -17% | Dec 2025 |
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| First Heartland Consultants | 5.6k | $566k | 3% | Dec 2025 |
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| XML Financial | 5.5k | $561k | 62% | Dec 2025 |
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| HighTower Advisors | 5.5k | $560k | 157% | Dec 2025 |
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| Mariner Wealth Advisors | 5.5k | $557k | -18% | Dec 2025 |
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| Crews Bank & Trust | 5.5k | $554k | -2% | Dec 2025 |
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| Stone Point Wealth | 5.4k | $544k | 39% | Dec 2025 |
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| Main Street Financial Solutions | 5.2k | $526k | 17% | Dec 2025 |
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| Kestra Advisory Services | 5.2k | $525k | 0% | Dec 2025 |
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| Asset Planning Corporation | 5.2k | $525k | 142% | Sep 2025 |
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| Harbour Investments | 5.1k | $520k | 22% | Dec 2025 |
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| Quantum Financial Planning Services | 5.1k | $516k | 0% | Dec 2025 |
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| Montis Financial | 5.1k | $514k | 14% | Dec 2025 |
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| L.K. Benson & Company, P.C. | 5.1k | $516k | 0% | Sep 2025 |
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| Congress Park Capital | 5.0k | $508k | 100% | Dec 2025 |
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| Piscataqua Savings Bank | 5.0k | $508k | 25% | Dec 2025 |
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| Envestnet Portfolio Solutions | 4.9k | $503k | 10% | Sep 2025 |
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| CoreCap Advisors | 4.8k | $488k | 1% | Dec 2025 |
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| TCG Advisory Services | 4.7k | $477k | 100% | Dec 2025 |
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| Oxbow Advisors | 4.7k | $474k | -13% | Dec 2025 |
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| Meridian Wealth Management | 4.6k | $467k | 100% | Dec 2025 |
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| Streettalk Advisors | 4.6k | $466k | 0% | Dec 2025 |
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| Eldridge Investment Advisors | 4.5k | $457k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 4.4k | $448k | 49% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 4.4k | $446k | 100% | Dec 2025 |
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| HPM Partners | 4.4k | $443k | 100% | Dec 2025 |
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| Global Retirement Partners | 4.3k | $437k | 438% | Dec 2025 |
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| Symmetry Partner | 4.0k | $410k | 100% | Dec 2025 |
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| ETF Portfolio Partners | 3.5k | $355k | -30% | Dec 2025 |
|
Who sold out of Vanguard Wellington?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Karpus Investment Management | Sep 2025 | 300k | $31M |
| Buckingham Strategic Partners | Sep 2025 | 37k | $3.8M |
| Elequin Capital | Sep 2025 | 19k | $1.9M |
| Siligmueller & Norvid Wealth Advisors | Jun 2025 | 8.7k | $875k |
| Physician Wealth Solutions | Sep 2025 | 8.1k | $829k |
| PFG Private Wealth Management | Sep 2025 | 6.4k | $656k |
| Lakewood Asset Management | Sep 2025 | 4.9k | $503k |