Who owns VANGUARD WELLINGTON FD?
- Ticker: VTES
- CUSIP Number: 921935870
Tip: Access positions for across all investors
Analyze quarterly positions in Vanguard Wellington with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 1.4M | $140M | 9% | Sep 2025 |
|
| Wescott Financial Advisory Group | 636k | $65M | 0% | Sep 2025 |
|
| Gleason Group | 304k | $31M | -1% | Sep 2025 |
|
| Karpus Investment Management | 300k | $31M | 29% | Sep 2025 |
|
| Tiaa Trust, National Association | 250k | $26M | 100% | Sep 2025 |
|
| Seeds Investor | 183k | $19M | 10% | Sep 2025 |
|
| CI Private Wealth | 164k | $17M | 1% | Sep 2025 |
|
| Raymond James Financial | 142k | $15M | 73% | Sep 2025 |
|
| Cetera Investment Advisers | 118k | $12M | 14% | Sep 2025 |
|
| Beaird Harris Wealth Management | 108k | $11M | 2% | Sep 2025 |
|
| Wells Fargo & Company | 103k | $11M | 36% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 96k | $9.8M | -4% | Sep 2025 |
|
| Savant Capital Management | 95k | $9.6M | 133% | Sep 2025 |
|
| Stonebridge Capital Advisors | 85k | $8.6M | 6% | Sep 2025 |
|
| Beacon Pointe Advisors | 83k | $8.4M | 149% | Sep 2025 |
|
| Berkshire Bank | 82k | $8.4M | 228% | Sep 2025 |
|
| Capital Investment Services of America | 76k | $7.8M | 0% | Sep 2025 |
|
| Hughes Financial Services | 71k | $7.2M | 4% | Sep 2025 |
|
| Envestnet Asset Management | 64k | $6.5M | -2% | Sep 2025 |
|
| Topsail Wealth Management | 51k | $5.2M | 0% | Sep 2025 |
|
| MGO Private Wealth | 51k | $5.2M | 14% | Sep 2025 |
|
| Firestone Capital Management | 48k | $4.9M | 11% | Sep 2025 |
|
| Branch Banking & Trust Company | 44k | $4.4M | 68% | Sep 2025 |
|
| Jones Financial Companies, L.L | 43k | $4.4M | 99% | Sep 2025 |
|
| LPL Financial | 41k | $4.2M | 45% | Sep 2025 |
|
| Altiora Financial Group | 41k | $4.2M | 5% | Sep 2025 |
|
| TCI Wealth Advisors | 40k | $4.0M | 100% | Sep 2025 |
|
| Eclectic Associates | 39k | $4.0M | 15% | Sep 2025 |
|
| UBS Group | 39k | $3.9M | 16% | Sep 2025 |
|
| Creative Financial Designs | 38k | $3.8M | -2% | Sep 2025 |
|
| Buckingham Strategic Partners | 37k | $3.8M | 100% | Sep 2025 |
|
| Advisor Group Holdings | 37k | $3.8M | 22% | Sep 2025 |
|
| Oakmont Partners | 35k | $3.6M | 20% | Sep 2025 |
|
| Financial Engines Advisors L.L.C | 34k | $3.5M | 27% | Sep 2025 |
|
| Ashton Thomas Private Wealth | 33k | $3.4M | -6% | Sep 2025 |
|
| Brown Advisory Holdings Incorporated | 32k | $3.3M | -5% | Sep 2025 |
|
| Haven Private | 32k | $3.3M | 3% | Sep 2025 |
|
| Commonwealth Equity Services | 31k | $3.2M | -11% | Sep 2025 |
|
| Mayport | 31k | $3.1M | 48% | Sep 2025 |
|
| Genesis Private Wealth | 30k | $3.1M | 13% | Sep 2025 |
|
| Sterling Financial Planning | 30k | $3.1M | 3% | Sep 2025 |
|
| PrairieView Partners | 30k | $3.0M | -28% | Jun 2025 |
|
| Aspire Private Capital | 22k | $2.2M | 0% | Sep 2025 |
|
| BlueChip Wealth Advisors | 26k | $2.7M | -7% | Sep 2025 |
|
| Atria Investments | 26k | $2.7M | 5% | Sep 2025 |
|
| Private Advisor | 26k | $2.7M | 80% | Sep 2025 |
|
| Evanson Asset Management | 26k | $2.6M | 4% | Sep 2025 |
|
| Goldman Sachs Group | 24k | $2.5M | 100% | Sep 2025 |
|
| Brown Wealth Management | 23k | $2.3M | -5% | Sep 2025 |
|
| Bedel Financial Consulting | 23k | $2.3M | 10% | Sep 2025 |
|
| GenTrust | 22k | $2.3M | -6% | Sep 2025 |
|
| Silver Oak Advisory Group | 22k | $2.2M | 10% | Sep 2025 |
|
| Jacobson & Schmitt Advisors | 20k | $2.1M | 196% | Sep 2025 |
|
| Haverford Trust Company | 20k | $2.0M | 18% | Sep 2025 |
|
| Diversified Portfolios | 20k | $2.0M | -5% | Sep 2025 |
|
| HB Wealth Management | 20k | $2.0M | 364% | Sep 2025 |
|
| Elequin Capital | 19k | $1.9M | -14% | Sep 2025 |
|
| Choate Investment Advisors | 18k | $1.8M | 100% | Sep 2025 |
|
| Taylor, Cottrill, Erickson & Associates | 17k | $1.8M | 0% | Sep 2025 |
|
| Hartland & Co | 17k | $1.8M | 39% | Sep 2025 |
|
| Passive Capital Management | 17k | $1.8M | -34% | Sep 2025 |
|
| Stifel Financial | 17k | $1.7M | 411% | Sep 2025 |
|
| Citadel Advisors | 16k | $1.7M | 48% | Sep 2025 |
|
| JNB Advisors | 16k | $1.7M | 0% | Jun 2025 |
|
| Modern Wealth Management | 16k | $1.7M | 35% | Sep 2025 |
|
| Allodium Investment Consultants | 16k | $1.6M | 38% | Sep 2025 |
|
| Gutierrez Wealth Advisory | 16k | $1.6M | 1% | Sep 2025 |
|
| Kathleen S. Wright Associates | 15k | $1.5M | 2% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 15k | $1.5M | 15% | Sep 2025 |
|
| Laurel Wealth Advisors | 15k | $1.5M | 5% | Sep 2025 |
|
| Cardiff Park Advisors | 14k | $1.4M | -2% | Sep 2025 |
|
| Goss Wealth Management | 14k | $1.4M | 6% | Sep 2025 |
|
| Pathstone Holdings | 14k | $1.4M | 0% | Sep 2025 |
|
| Single Point Partners | 14k | $1.4M | 1% | Sep 2025 |
|
| Resources Investment Advisors | 14k | $1.4M | 2% | Sep 2025 |
|
| Daymark Wealth Partners | 14k | $1.4M | 1% | Sep 2025 |
|
| Eaton-Cambridge | 13k | $1.4M | 135% | Sep 2025 |
|
| Integrity Investment Advisors | 13k | $1.3M | -2% | Sep 2025 |
|
| EverSource Wealth Advisors | 13k | $1.3M | 46% | Sep 2025 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13k | $1.3M | 18% | Sep 2025 |
|
| SwitchPoint Financial Planning | 12k | $1.2M | 0% | Sep 2025 |
|
| Burney Co/ | 11k | $1.1M | -25% | Sep 2025 |
|
| TAGStone Capital | 11k | $1.1M | -22% | Sep 2025 |
|
| Janney Montgomery Scott | 11k | $1.1M | 100% | Sep 2025 |
|
| Alhambra Investment Partners | 11k | $1.1M | 38% | Sep 2025 |
|
| Luther King Capital Management Corporation | 11k | $1.1M | 0% | Sep 2025 |
|
| Sunesis Advisors | 11k | $1.1M | -11% | Sep 2025 |
|
| Planning Center | 11k | $1.1M | 0% | Sep 2025 |
|
| Royal Bank of Canada | 11k | $1.1M | -76% | Sep 2025 |
|
| Farther Finance Advisors | 10k | $1.1M | 196% | Sep 2025 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 9.9k | $1.0M | 38% | Sep 2025 |
|
| Bridgewealth Advisory Group | 9.8k | $997k | 1% | Sep 2025 |
|
| Warren Averett Asset Management | 9.6k | $977k | 32% | Sep 2025 |
|
| Flagship Harbor Advisors | 9.3k | $952k | 0% | Sep 2025 |
|
| Savvy Advisors | 9.3k | $947k | 0% | Sep 2025 |
|
| William Blair $ Company | 9.0k | $913k | -19% | Sep 2025 |
|
| Pillar Financial Advisors | 8.5k | $869k | 14% | Sep 2025 |
|
| Physician Wealth Solutions | 8.1k | $829k | 0% | Sep 2025 |
|
| Colony | 8.1k | $825k | -14% | Sep 2025 |
|
| Concurrent Investment Advisors | 8.0k | $815k | 193% | Sep 2025 |
|
| Headinvest | 7.9k | $809k | 0% | Sep 2025 |
|
| Tribridge Partners Financial | 7.8k | $797k | 147% | Sep 2025 |
|
| Eagle Rock Investment Company | 7.7k | $788k | 127% | Sep 2025 |
|
| Betterment | 7.7k | $784k | 153% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 7.1k | $722k | 56% | Sep 2025 |
|
| RCS Financial Planning | 7.0k | $712k | 0% | Sep 2025 |
|
| EnRich Financial Partners | 6.9k | $704k | -1% | Sep 2025 |
|
| Bridgewater Advisors | 6.8k | $690k | 0% | Sep 2025 |
|
| Thrive Wealth Management | 6.7k | $687k | 41% | Sep 2025 |
|
| Mariner Wealth Advisors | 6.7k | $683k | 148% | Sep 2025 |
|
| PFG Private Wealth Management | 6.4k | $656k | 100% | Sep 2025 |
|
| Integrity Wealth Solutions | 6.4k | $656k | -2% | Sep 2025 |
|
| Per Stirling Capital Management | 6.3k | $641k | 0% | Sep 2025 |
|
| VSM Wealth Advisory | 6.2k | $628k | 24% | Sep 2025 |
|
| Crews Bank & Trust | 5.6k | $566k | 0% | Sep 2025 |
|
| First Heartland Consultants | 5.4k | $549k | 8% | Sep 2025 |
|
| Oxbow Advisors | 5.4k | $546k | 0% | Sep 2025 |
|
| Kestra Advisory Services | 5.2k | $527k | 0% | Sep 2025 |
|
| Asset Planning Corporation | 5.2k | $525k | 142% | Sep 2025 |
|
| Quantum Financial Planning Services | 5.1k | $518k | 0% | Sep 2025 |
|
| L.K. Benson & Company, P.C. | 5.1k | $516k | 0% | Sep 2025 |
|
| ETF Portfolio Partners | 5.0k | $509k | 0% | Sep 2025 |
|
| Lakewood Asset Management | 4.9k | $503k | 1% | Sep 2025 |
|
| Envestnet Portfolio Solutions | 4.9k | $503k | 10% | Sep 2025 |
|
| Mml Investors Services | 4.9k | $498k | -26% | Sep 2025 |
|
| CoreCap Advisors | 4.8k | $487k | 0% | Sep 2025 |
|
| Streettalk Advisors | 4.6k | $468k | 28% | Sep 2025 |
|
| Rockbridge Investment Management, LCC | 4.5k | $460k | 100% | Sep 2025 |
|
| Eldridge Investment Advisors | 4.5k | $458k | 0% | Sep 2025 |
|
| Montis Financial | 4.5k | $454k | 0% | Sep 2025 |
|
| Main Street Financial Solutions | 4.4k | $450k | -4% | Sep 2025 |
|
| Fortune Financial Advisors | 4.4k | $449k | 100% | Sep 2025 |
|
| Harbour Investments | 4.2k | $428k | 149% | Sep 2025 |
|
| Piscataqua Savings Bank | 4.0k | $408k | 100% | Sep 2025 |
|
| Stone Point Wealth | 3.8k | $392k | -23% | Sep 2025 |
|
| CVA Family Office | 3.5k | $357k | 0% | Sep 2025 |
|
| Wsfs Capital Management | 3.5k | $355k | 0% | Sep 2025 |
|
| Bristlecone Advisors | 3.5k | $354k | 74% | Sep 2025 |
|
| XML Financial | 3.4k | $348k | 0% | Sep 2025 |
|
| Burling Wealth Partners | 3.3k | $340k | 24% | Sep 2025 |
|
| Foundations Investment Advisors | 3.3k | $339k | -4% | Sep 2025 |
|
| Trellis Wealth Advisors | 3.3k | $334k | -6% | Sep 2025 |
|
| Maia Wealth | 3.2k | $328k | -8% | Sep 2025 |
|
| SigFig Wealth Management | 3.2k | $327k | 20% | Sep 2025 |
|
| Innova Wealth Partners | 3.2k | $321k | 100% | Sep 2025 |
|
| SNS Financial | 3.1k | $320k | 100% | Sep 2025 |
|
| Massmutual Trust | 3.1k | $316k | -47% | Sep 2025 |
|
| Tcfg Wealth Management | 3.0k | $308k | 100% | Sep 2025 |
|
| McIlrath & Eck | 3.0k | $308k | 3% | Sep 2025 |
|
| Kestra Private Wealth Services | 3.0k | $302k | -72% | Sep 2025 |
|
| Magnolia Private Wealth | 2.8k | $286k | -33% | Sep 2025 |
|
| Willis Johnson & Associates | 2.7k | $271k | -15% | Sep 2025 |
|
| Essex Financial Services | 2.3k | $239k | -40% | Sep 2025 |
|
| Avaii Wealth Management | 2.1k | $210k | -33% | Sep 2025 |
|
Who sold out of Vanguard Wellington?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2025 | 90k | $9.1M |
| San Luis Wealth Advisors | Jun 2025 | 16k | $1.6M |
| SRS Capital Advisors | Jun 2025 | 12k | $1.2M |
| Boothbay Fund Management | Jun 2025 | 9.3k | $934k |
| Siligmueller & Norvid Wealth Advisors | Jun 2025 | 8.7k | $875k |
| Flow Traders US | Jun 2025 | 3.7k | $371k |