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 | 1.3M | $134M | 1% | Mar 2026 |
|
| Wescott Financial Advisory Group | 740k | $75M | 2% | Jun 2026 |
|
| Bank of America Corporation | 379k | $38M | 100% | Mar 2026 |
|
| Gleason Group | 313k | $32M | 4% | Jun 2026 |
|
| TIAA Wealth Investment Management | 266k | $27M | 100% | Mar 2026 |
|
| Raymond James Financial | 239k | $24M | -13% | Mar 2026 |
|
| Seeds Investor | 194k | $20M | 2% | Mar 2026 |
|
| CI Private Wealth | 171k | $17M | 9% | Mar 2026 |
|
| Wells Fargo & Company | 154k | $16M | 10% | Mar 2026 |
|
| Cetera Investment Advisers | 115k | $12M | -1% | Mar 2026 |
|
| Morgan Stanley | 114k | $12M | 324% | Mar 2026 |
|
| Savant Capital Management | 100k | $10M | -6% | Mar 2026 |
|
| Berkshire Bank | 96k | $9.7M | 2% | Jun 2026 |
|
| Beaird Harris Wealth Management | 95k | $9.6M | -4% | Jun 2026 |
|
| S.A. Mason | 92k | $9.4M | 75% | Jun 2026 |
|
| Envestnet Asset Management | 92k | $9.3M | 31% | Mar 2026 |
|
| Stonebridge Capital Advisors | 90k | $9.1M | -2% | Mar 2026 |
|
| Beacon Pointe Advisors | 84k | $8.5M | -2% | Mar 2026 |
|
| Commonwealth Equity Services | 84k | $8.5M | -2% | Jun 2026 |
|
| Hartland & Co | 80k | $8.1M | 112% | Jun 2026 |
|
| Buckingham Strategic Partners | 77k | $7.8M | 289% | Jun 2026 |
|
| Hughes Financial Services | 76k | $7.6M | 5% | Mar 2026 |
|
| LPL Financial | 76k | $7.6M | 45% | Mar 2026 |
|
| Jones Financial Companies, L.L | 75k | $7.6M | 12% | Mar 2026 |
|
| Altiora Financial Group | 75k | $7.5M | 69% | Mar 2026 |
|
| Branch Banking & Trust Company | 71k | $7.2M | -26% | Jun 2026 |
|
| Apella Capital | 64k | $6.5M | -2% | Jun 2026 |
|
| Mayport | 62k | $6.3M | 50% | Mar 2026 |
|
| RW Investment Management | 61k | $6.2M | 27% | Jun 2026 |
|
| Eclectic Associates | 61k | $6.2M | 20% | Jun 2026 |
|
| GenTrust | 59k | $5.9M | -3% | Jun 2026 |
|
| Firestone Capital Management | 59k | $5.9M | 7% | Mar 2026 |
|
| Haverford Trust Company | 55k | $5.6M | 125% | Mar 2026 |
|
| Capital Investment Services of America | 53k | $5.4M | -30% | Jun 2026 |
|
| Farther Finance Advisors | 52k | $5.2M | 65% | Jun 2026 |
|
| Topsail Wealth Management | 51k | $5.2M | 0% | Mar 2026 |
|
| First Affirmative Financial Network | 47k | $4.7M | 100% | Mar 2026 |
|
| UBS Group | 45k | $4.6M | 15% | Mar 2026 |
|
| BlueChip Wealth Advisors | 45k | $4.6M | 13% | Jun 2026 |
|
| IF Advisors | 45k | $4.5M | 100% | Mar 2026 |
|
| Ashton Thomas Private Wealth | 44k | $4.4M | -8% | Jun 2026 |
|
| Oakmont Partners | 42k | $4.3M | -4% | Mar 2026 |
|
| Bedel Financial Consulting | 38k | $3.9M | 9% | Jun 2026 |
|
| Private Advisor | 37k | $3.7M | 2% | Mar 2026 |
|
| Mariner Wealth Advisors | 37k | $3.7M | 565% | Mar 2026 |
|
| Royal Bank of Canada | 36k | $3.7M | 100% | Mar 2026 |
|
| Karpus Investment Management | 35k | $3.5M | -87% | Mar 2026 |
|
| Haven Private | 35k | $3.5M | -7% | Jun 2026 |
|
| Financial Engines Advisors L.L.C | 34k | $3.4M | 1% | Mar 2026 |
|
| HighTower Advisors | 33k | $3.4M | 601% | Jun 2026 |
|
| Sterling Financial Planning | 33k | $3.3M | 4% | Mar 2026 |
|
| Genesis Private Wealth | 31k | $3.1M | 0% | Mar 2026 |
|
| Burton Enright Welch | 31k | $3.1M | 50% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 30k | $3.0M | 407% | Mar 2026 |
|
| Atria Investments | 30k | $3.0M | 10% | Jun 2026 |
|
| Americana Partners | 30k | $3.0M | 100% | Jun 2026 |
|
| Goldman Sachs Group | 29k | $3.0M | -62% | Mar 2026 |
|
| Goss Wealth Management | 29k | $3.0M | 96% | Mar 2026 |
|
| Aspire Private Capital | 29k | $2.9M | 5% | Mar 2026 |
|
| Advisor Group Holdings | 28k | $2.8M | -30% | Mar 2026 |
|
| Evanson Asset Management | 27k | $2.8M | 7% | Mar 2026 |
|
| Evanson Financial | 27k | $2.7M | 100% | Jun 2026 |
|
| Daymark Wealth Partners | 27k | $2.7M | 20% | Jun 2026 |
|
| Ausdal Financial Partners | 26k | $2.6M | 100% | Mar 2026 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 26k | $2.6M | 27% | Jun 2026 |
|
| Eaton-Cambridge | 25k | $2.6M | 7% | Jun 2026 |
|
| TCI Wealth Advisors | 25k | $2.5M | -35% | Jun 2026 |
|
| Brown Wealth Management | 25k | $2.5M | 6% | Mar 2026 |
|
| Mml Investors Services | 24k | $2.5M | 125% | Jun 2026 |
|
| TCG Advisory Services | 24k | $2.5M | 196% | Jun 2026 |
|
| Passive Capital Management | 24k | $2.5M | 30% | Mar 2026 |
|
| Silver Oak Advisory Group | 24k | $2.4M | 9% | Mar 2026 |
|
| Surience Private Wealth | 23k | $2.3M | -8% | Jun 2026 |
|
| Frankly Finances | 21k | $2.2M | 1% | Mar 2026 |
|
| Stifel Financial | 21k | $2.1M | -30% | Mar 2026 |
|
| Jacobson & Schmitt Advisors | 20k | $2.1M | -2% | Mar 2026 |
|
| Integrity Investment Advisors | 20k | $2.0M | 43% | Mar 2026 |
|
| Stephens | 20k | $2.0M | 276% | Jun 2026 |
|
| Allodium Investment Consultants | 20k | $2.0M | 3% | Mar 2026 |
|
| Integrated Wealth Concepts | 20k | $2.0M | 100% | Mar 2026 |
|
| Choate Investment Advisors | 19k | $1.9M | 7% | Mar 2026 |
|
| Sunesis Advisors | 19k | $1.9M | 73% | Jun 2026 |
|
| Diversified Portfolios | 18k | $1.9M | -7% | Jun 2026 |
|
| MB Generational Wealth | 18k | $1.9M | 342% | Jun 2026 |
|
| Laurel Wealth Advisors | 18k | $1.9M | 3% | Jun 2026 |
|
| HB Wealth Management | 18k | $1.8M | -15% | Jun 2026 |
|
| Eagle Rock Investment Company | 18k | $1.8M | 31% | Jun 2026 |
|
| Taylor, Cottrill, Erickson & Associates | 17k | $1.8M | 0% | Mar 2026 |
|
| Single Point Partners | 17k | $1.8M | 12% | Jun 2026 |
|
| Kestra Advisory Services | 17k | $1.8M | 142% | Jun 2026 |
|
| Brown Advisory Holdings Incorporated | 17k | $1.7M | 6% | Mar 2026 |
|
| Winnow Wealth | 16k | $1.6M | 100% | Mar 2026 |
|
| SRS Capital Advisors | 16k | $1.6M | 12% | Mar 2026 |
|
| AQR Capital Management | 15k | $1.5M | 100% | Mar 2026 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15k | $1.5M | 4% | Mar 2026 |
|
| GEN Financial Management | 14k | $1.5M | 4% | Jun 2026 |
|
| Resources Investment Advisors | 14k | $1.4M | 0% | Mar 2026 |
|
| Pathstone Holdings | 14k | $1.4M | 0% | Mar 2026 |
|
| Cardiff Park Advisors | 14k | $1.4M | -2% | Mar 2026 |
|
| McNaughton Wealth Management | 14k | $1.4M | 172% | Jun 2026 |
|
| URS Advisory | 13k | $1.3M | 45% | Jun 2026 |
|
| Warren Averett Asset Management | 13k | $1.3M | 38% | Mar 2026 |
|
| Sound Portfolio Advisors | 13k | $1.3M | 222% | Jun 2026 |
|
| Tribridge Partners Financial | 13k | $1.3M | 12% | Jun 2026 |
|
| SwitchPoint Financial Planning | 12k | $1.3M | 5% | Mar 2026 |
|
| Flagship Harbor Advisors | 12k | $1.2M | 8% | Mar 2026 |
|
| Signal Advisors Wealth | 12k | $1.2M | 0% | Jun 2026 |
|
| Alhambra Investment Partners | 12k | $1.2M | 8% | Jun 2026 |
|
| Quantinno Capital Management | 11k | $1.2M | 52% | Mar 2026 |
|
| Per Stirling Capital Management | 11k | $1.1M | 22% | Mar 2026 |
|
| Ballast Rock Private Wealth | 11k | $1.1M | 0% | Mar 2026 |
|
| Luther King Capital Management Corporation | 11k | $1.1M | 0% | Mar 2026 |
|
| Janney Montgomery Scott | 11k | $1.1M | -2% | Jun 2026 |
|
| William Blair $ Company | 10k | $1.0M | -5% | Mar 2026 |
|
| Planning Center | 10k | $1.0M | -5% | Jun 2026 |
|
| Flow Traders US | 9.7k | $980k | 100% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 9.5k | $967k | 3% | Jun 2026 |
|
| Betterment | 9.4k | $949k | 16% | Mar 2026 |
|
| Modern Wealth Management | 9.4k | $947k | -46% | Mar 2026 |
|
| Zhang Financial | 9.4k | $949k | 100% | Jun 2026 |
|
| Sentinus | 9.4k | $946k | 0% | Mar 2026 |
|
| Pillar Financial Advisors | 9.3k | $944k | -58% | Jun 2026 |
|
| CVA Family Office | 9.0k | $914k | 143% | Mar 2026 |
|
| Burney Co/ | 9.0k | $907k | -27% | Mar 2026 |
|
| Three Arch Wealth Management | 8.8k | $888k | 1% | Jun 2026 |
|
| Bridgewealth Advisory Group | 8.7k | $884k | -5% | Jun 2026 |
|
| Concurrent Investment Advisors | 8.6k | $871k | -2% | Mar 2026 |
|
| Gutierrez Wealth Advisory | 8.4k | $849k | 1% | Jun 2026 |
|
| Stone Loft Wealth Management | 8.2k | $830k | -3% | Jun 2026 |
|
| Savvy Advisors | 8.1k | $819k | 3% | Mar 2026 |
|
| Congress Park Capital | 8.0k | $809k | 60% | Mar 2026 |
|
| Wedmont Private Capital | 7.9k | $804k | 100% | Mar 2026 |
|
| Headinvest | 7.9k | $802k | 0% | Mar 2026 |
|
| Integrity Advisory Solutions | 7.9k | $802k | 0% | Jun 2026 |
|
| Delos Wealth Advisors | 7.9k | $794k | 100% | Mar 2026 |
|
| Fortune Financial Advisors | 7.6k | $766k | 7% | Mar 2026 |
|
| Thrive Wealth Management | 7.5k | $759k | 11% | Jun 2026 |
|
| Roan Capital Partners | 7.3k | $743k | -4% | Jun 2026 |
|
| Colony | 7.3k | $741k | -18% | Mar 2026 |
|
| VSM Wealth Advisory | 7.2k | $731k | 9% | Mar 2026 |
|
| WealthSpring Partners | 7.2k | $731k | 0% | Jun 2026 |
|
| Rockbridge Investment Management, LCC | 7.1k | $714k | 0% | Mar 2026 |
|
| Manuka Financial | 7.0k | $711k | 14% | Jun 2026 |
|
| Streettalk Advisors | 7.0k | $706k | 94% | Jun 2026 |
|
| EnRich Financial Partners | 6.8k | $692k | 0% | Jun 2026 |
|
| B&l Asset Management | 6.8k | $690k | 100% | Jun 2026 |
|
| Bridgewater Advisors | 6.8k | $683k | 100% | Jun 2026 |
|
| RCS Financial Planning | 6.7k | $673k | -5% | Mar 2026 |
|
| Arbor Investment Advisors | 6.6k | $673k | 0% | Jun 2026 |
|
| Directional Asset Management | 6.6k | $663k | 10% | Mar 2026 |
|
| Integrity Wealth Solutions | 6.3k | $640k | -6% | Jun 2026 |
|
| TAGStone Capital | 5.9k | $595k | -43% | Mar 2026 |
|
| Tiaa Trust, National Association | 2.8k | $285k | -99% | Mar 2026 |
|
| Susquehanna International | 2.2k | $218k | -91% | Mar 2026 |
|
| Pennsylvania Capital Management | 2.1k | $213k | -69% | Jun 2026 |
|
Who sold out of Vanguard Wellington?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 98k | $10M |
| MGO Private Wealth | Dec 2025 | 49k | $5.0M |
| Citadel Advisors | Dec 2025 | 18k | $1.9M |
| Essex Savings Bank | Mar 2026 | 8.0k | $811k |
| Westmount Partners | Mar 2026 | 6.8k | $687k |