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 | $127M | -6% | Jun 2026 |
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| Wescott Financial Advisory Group | 740k | $75M | 2% | Jun 2026 |
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| Bank of America Corporation | 409k | $42M | 8% | Jun 2026 |
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| Gleason Group | 313k | $32M | 4% | Jun 2026 |
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| TIAA Wealth Investment Management | 235k | $24M | -12% | Jun 2026 |
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| Seeds Investor | 198k | $20M | 2% | Jun 2026 |
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| Wells Fargo & Company | 189k | $19M | 23% | Jun 2026 |
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| Savant Capital Management | 181k | $18M | 81% | Jun 2026 |
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| Raymond James Financial | 168k | $17M | -30% | Jun 2026 |
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| Goldman Sachs Group | 158k | $16M | 435% | Jun 2026 |
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| Cetera Investment Advisers | 120k | $12M | 4% | Jun 2026 |
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| Morgan Stanley | 114k | $12M | 324% | Mar 2026 |
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| Envestnet Asset Management | 101k | $10M | 9% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 99k | $10M | 233% | Jun 2026 |
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| LPL Financial | 97k | $9.8M | 29% | Jun 2026 |
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| Berkshire Bank | 96k | $9.7M | 2% | Jun 2026 |
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| Hall Capital Management | 96k | $9.7M | 100% | Jun 2026 |
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| Beaird Harris Wealth Management | 95k | $9.6M | -4% | Jun 2026 |
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| Jones Financial Companies, L.L | 95k | $9.6M | 26% | Jun 2026 |
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| Stonebridge Capital Advisors | 94k | $9.5M | 5% | Jun 2026 |
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| S.A. Mason | 92k | $9.4M | 75% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 91k | $9.2M | 100% | Jun 2026 |
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| Beacon Pointe Advisors | 89k | $9.0M | 6% | Jun 2026 |
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| Altiora Financial Group | 88k | $8.9M | 18% | Jun 2026 |
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| Commonwealth Equity Services | 84k | $8.5M | -2% | Jun 2026 |
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| Hughes Financial Services | 81k | $8.2M | 8% | Jun 2026 |
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| Hartland & Co | 80k | $8.1M | 112% | Jun 2026 |
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| Buckingham Strategic Partners | 77k | $7.8M | 289% | Jun 2026 |
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| Branch Banking & Trust Company | 71k | $7.2M | -26% | Jun 2026 |
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| Advisor Group Holdings | 67k | $6.7M | 141% | Jun 2026 |
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| Apella Capital | 64k | $6.5M | -2% | Jun 2026 |
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| Mayport | 64k | $6.5M | 3% | Jun 2026 |
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| UBS Group | 62k | $6.3M | 37% | Jun 2026 |
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| Haverford Trust Company | 62k | $6.2M | 12% | Jun 2026 |
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| RW Investment Management | 61k | $6.2M | 27% | Jun 2026 |
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| Eclectic Associates | 61k | $6.2M | 20% | Jun 2026 |
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| GenTrust | 59k | $5.9M | -3% | Jun 2026 |
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| Capital Investment Services of America | 53k | $5.4M | -30% | Jun 2026 |
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| Farther Finance Advisors | 52k | $5.2M | 65% | Jun 2026 |
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| Royal Bank of Canada | 51k | $5.2M | 41% | Jun 2026 |
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| Topsail Wealth Management | 51k | $5.2M | 0% | Jun 2026 |
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| Firestone Capital Management | 51k | $5.2M | -13% | Jun 2026 |
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| First Affirmative Financial Network | 47k | $4.7M | 100% | Mar 2026 |
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| BlueChip Wealth Advisors | 45k | $4.6M | 13% | Jun 2026 |
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| Ashton Thomas Private Wealth | 44k | $4.4M | -8% | Jun 2026 |
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| Oakmont Partners | 42k | $4.2M | -1% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 41k | $4.1M | 22% | Jun 2026 |
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| Sanchez Levi Garrett | 40k | $4.1M | 100% | Jun 2026 |
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| Mariner Wealth Advisors | 40k | $4.0M | 8% | Jun 2026 |
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| Bedel Financial Consulting | 38k | $3.9M | 9% | Jun 2026 |
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| CI Private Wealth | 36k | $3.6M | -79% | Jun 2026 |
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| Haven Private | 35k | $3.5M | -7% | Jun 2026 |
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| Sterling Financial Planning | 35k | $3.5M | 5% | Jun 2026 |
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| Goss Wealth Management | 34k | $3.5M | 17% | Jun 2026 |
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| Aspire Private Capital | 34k | $3.5M | 18% | Jun 2026 |
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| Karpus Investment Management | 34k | $3.5M | -2% | Jun 2026 |
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| Genesis Private Wealth | 34k | $3.4M | 9% | Jun 2026 |
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| HighTower Advisors | 33k | $3.4M | 601% | Jun 2026 |
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| Elequin Capital | 31k | $3.2M | 705% | Jun 2026 |
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| Callan Family Office | 31k | $3.1M | 100% | Jun 2026 |
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| Burton Enright Welch | 31k | $3.1M | 50% | Jun 2026 |
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| Atria Investments | 30k | $3.0M | 10% | Jun 2026 |
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| Americana Partners | 30k | $3.0M | 100% | Jun 2026 |
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| Evanson Asset Management | 27k | $2.8M | 7% | Mar 2026 |
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| Evanson Financial | 27k | $2.7M | 100% | Jun 2026 |
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| Daymark Wealth Partners | 27k | $2.7M | 20% | Jun 2026 |
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| Ausdal Financial Partners | 26k | $2.6M | 0% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 26k | $2.6M | 27% | Jun 2026 |
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| Eaton-Cambridge | 25k | $2.6M | 7% | Jun 2026 |
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| TCI Wealth Advisors | 25k | $2.5M | -35% | Jun 2026 |
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| Silver Oak Advisory Group | 25k | $2.5M | 4% | Jun 2026 |
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| Mml Investors Services | 24k | $2.5M | 125% | Jun 2026 |
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| TCG Advisory Services | 24k | $2.5M | 196% | Jun 2026 |
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| Frankly Finances | 23k | $2.4M | 9% | Jun 2026 |
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| Brown Wealth Management | 23k | $2.3M | -9% | Jun 2026 |
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| Surience Private Wealth | 23k | $2.3M | -8% | Jun 2026 |
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| Choate Investment Advisors | 22k | $2.3M | 17% | Jun 2026 |
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| SNS Financial | 22k | $2.2M | 252% | Jun 2026 |
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| Winnow Wealth | 21k | $2.2M | 31% | Jun 2026 |
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| Stifel Financial | 20k | $2.1M | -3% | Jun 2026 |
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| Jacobson & Schmitt Advisors | 20k | $2.0M | -2% | Jun 2026 |
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| Stephens | 20k | $2.0M | 276% | Jun 2026 |
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| IF Advisors | 19k | $2.0M | -56% | Jun 2026 |
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| Passive Capital Management | 19k | $1.9M | -23% | Jun 2026 |
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| Sunesis Advisors | 19k | $1.9M | 73% | Jun 2026 |
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| Diversified Portfolios | 18k | $1.9M | -7% | Jun 2026 |
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| MB Generational Wealth | 18k | $1.9M | 342% | Jun 2026 |
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| Laurel Wealth Advisors | 18k | $1.9M | 3% | Jun 2026 |
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| HB Wealth Management | 18k | $1.8M | -15% | Jun 2026 |
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| Eagle Rock Investment Company | 18k | $1.8M | 31% | Jun 2026 |
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| Private Advisor | 18k | $1.8M | -53% | Jun 2026 |
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| Single Point Partners | 17k | $1.8M | 12% | Jun 2026 |
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| Kestra Advisory Services | 17k | $1.8M | 142% | Jun 2026 |
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| SRS Capital Advisors | 17k | $1.7M | 8% | Jun 2026 |
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| Integrated Wealth Concepts | 17k | $3.4M | -15% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 16k | $1.6M | -6% | Jun 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15k | $1.6M | 6% | Jun 2026 |
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| Integrity Investment Advisors | 15k | $1.6M | -22% | Jun 2026 |
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| AQR Capital Management | 15k | $1.5M | 0% | Jun 2026 |
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| Allodium Investment Consultants | 14k | $1.5M | -27% | Jun 2026 |
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| GEN Financial Management | 14k | $1.5M | 4% | Jun 2026 |
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| Resources Investment Advisors | 14k | $1.4M | 1% | Jun 2026 |
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| McNaughton Wealth Management | 14k | $1.4M | 172% | Jun 2026 |
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| Warren Averett Asset Management | 13k | $1.3M | 1% | Jun 2026 |
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| URS Advisory | 13k | $1.3M | 45% | Jun 2026 |
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| Sound Portfolio Advisors | 13k | $1.3M | 222% | Jun 2026 |
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| Tribridge Partners Financial | 13k | $1.3M | 12% | Jun 2026 |
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| Cardiff Park Advisors | 13k | $1.3M | -7% | Jun 2026 |
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| SwitchPoint Financial Planning | 12k | $1.3M | -1% | Jun 2026 |
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| Taylor, Cottrill, Erickson & Associates | 12k | $1.2M | -29% | Jun 2026 |
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| Per Stirling Capital Management | 12k | $1.2M | 9% | Jun 2026 |
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| Pathstone Holdings | 12k | $1.2M | -14% | Jun 2026 |
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| Flagship Harbor Advisors | 12k | $1.2M | -1% | Jun 2026 |
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| Signal Advisors Wealth | 12k | $1.2M | 0% | Jun 2026 |
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| Alhambra Investment Partners | 12k | $1.2M | 8% | Jun 2026 |
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| Ballast Rock Private Wealth | 11k | $1.1M | -1% | Jun 2026 |
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| Hanson McClain Advisors | 11k | $1.1M | 67% | Jun 2026 |
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| Luther King Capital Management Corporation | 11k | $1.1M | 0% | Jun 2026 |
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| Janney Montgomery Scott | 11k | $1.1M | -2% | Jun 2026 |
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| Mutual Advisors | 11k | $1.1M | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 10k | $1.0M | 100% | Jun 2026 |
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| Planning Center | 10k | $1.0M | -5% | Jun 2026 |
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| Congress Park Capital | 10k | $1.0M | 25% | Jun 2026 |
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| Burney Co/ | 9.8k | $989k | 9% | Jun 2026 |
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| Cambridge Investment Research Advisors | 9.5k | $967k | 3% | Jun 2026 |
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| Quantinno Capital Management | 9.4k | $956k | -17% | Jun 2026 |
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| William Blair $ Company | 9.4k | $953k | -9% | Jun 2026 |
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| Capital Group Private Client Services | 9.4k | $951k | 100% | Jun 2026 |
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| Zhang Financial | 9.4k | $949k | 100% | Jun 2026 |
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| Sentinus | 9.4k | $948k | 0% | Jun 2026 |
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| Pillar Financial Advisors | 9.3k | $944k | -58% | Jun 2026 |
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| Wedmont Private Capital | 9.1k | $920k | 15% | Jun 2026 |
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| CVA Family Office | 9.0k | $907k | -1% | Jun 2026 |
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| Savvy Advisors | 8.9k | $902k | 10% | Jun 2026 |
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| Three Arch Wealth Management | 8.8k | $888k | 1% | Jun 2026 |
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| Bridgewealth Advisory Group | 8.7k | $884k | -5% | Jun 2026 |
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| Gutierrez Wealth Advisory | 8.4k | $849k | 1% | Jun 2026 |
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| Fortune Financial Advisors | 8.2k | $835k | 9% | Jun 2026 |
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| Stone Loft Wealth Management | 8.2k | $830k | -3% | Jun 2026 |
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| L2 Asset Management | 8.2k | $827k | 100% | Jun 2026 |
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| Concurrent Investment Advisors | 8.1k | $824k | -6% | Jun 2026 |
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| Equitable Holdings | 8.0k | $807k | 23% | Jun 2026 |
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| Headinvest | 7.9k | $804k | 0% | Jun 2026 |
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| Integrity Advisory Solutions | 7.9k | $802k | 0% | Jun 2026 |
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| Thrive Wealth Management | 7.5k | $759k | 11% | Jun 2026 |
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| Roan Capital Partners | 7.3k | $743k | -4% | Jun 2026 |
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| WealthSpring Partners | 7.2k | $731k | 0% | Jun 2026 |
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| Rockbridge Investment Management, LCC | 7.1k | $716k | 0% | Jun 2026 |
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| Manuka Financial | 7.0k | $711k | 14% | Jun 2026 |
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| Colony | 7.0k | $711k | -4% | Jun 2026 |
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| Betterment | 6.7k | $681k | -28% | Jun 2026 |
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| Flow Traders US | 4.9k | $496k | -49% | Jun 2026 |
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| Modern Wealth Management | 4.6k | $462k | -51% | Jun 2026 |
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| Delos Wealth Advisors | 2.5k | $257k | -68% | Jun 2026 |
|
Who sold out of Vanguard Wellington?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Essex Savings Bank | Mar 2026 | 8.0k | $811k |
| VSM Wealth Advisory | Mar 2026 | 7.2k | $731k |