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 | $134M | 1% | Mar 2026 |
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| Wescott Financial Advisory Group | 726k | $73M | 9% | Mar 2026 |
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| Bank of America Corporation | 379k | $38M | 100% | Mar 2026 |
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| Gleason Group | 300k | $30M | 6% | Mar 2026 |
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| Raymond James Financial | 274k | $28M | 93% | Dec 2025 |
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| TIAA Wealth Investment Management | 266k | $27M | 100% | Mar 2026 |
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| Karpus Investment Management | 263k | $27M | -12% | Dec 2025 |
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| Seeds Investor | 194k | $20M | 2% | Mar 2026 |
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| CI Private Wealth | 171k | $17M | 9% | Mar 2026 |
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| Wells Fargo & Company | 154k | $16M | 10% | Mar 2026 |
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| Cetera Investment Advisers | 115k | $12M | -1% | Mar 2026 |
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| Morgan Stanley | 114k | $12M | 100% | Mar 2026 |
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| Beaird Harris Wealth Management | 102k | $10M | -6% | Dec 2025 |
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| Savant Capital Management | 100k | $10M | -6% | Mar 2026 |
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| Branch Banking & Trust Company | 96k | $9.7M | 18% | Mar 2026 |
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| Berkshire Bank | 94k | $9.5M | 4% | Mar 2026 |
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| Envestnet Asset Management | 92k | $9.3M | 31% | Mar 2026 |
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| Stonebridge Capital Advisors | 92k | $9.3M | 8% | Dec 2025 |
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| Commonwealth Equity Services | 86k | $8.7M | -2% | Mar 2026 |
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| Beacon Pointe Advisors | 85k | $8.7M | 3% | Dec 2025 |
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| Capital Investment Services of America | 76k | $7.7M | 0% | Mar 2026 |
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| Hughes Financial Services | 76k | $7.6M | 5% | Mar 2026 |
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| LPL Financial | 76k | $7.6M | 45% | Mar 2026 |
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| Altiora Financial Group | 75k | $7.5M | 69% | Mar 2026 |
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| Jones Financial Companies, L.L | 67k | $6.8M | 55% | Dec 2025 |
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| Apella Capital | 66k | $6.6M | 30% | Mar 2026 |
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| Mayport | 62k | $6.3M | 50% | Mar 2026 |
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| GenTrust | 61k | $6.1M | 113% | Mar 2026 |
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| Firestone Capital Management | 59k | $5.9M | 7% | Mar 2026 |
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| Haverford Trust Company | 55k | $5.6M | 125% | Mar 2026 |
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| S.A. Mason | 53k | $5.3M | 99% | Mar 2026 |
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| Eclectic Associates | 51k | $5.2M | 4% | Mar 2026 |
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| Topsail Wealth Management | 51k | $5.2M | 0% | Mar 2026 |
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| RW Investment Management | 48k | $4.9M | 100% | Mar 2026 |
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| Ashton Thomas Private Wealth | 48k | $4.8M | 2% | Mar 2026 |
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| First Affirmative Financial Network | 47k | $4.7M | 1854% | Mar 2026 |
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| UBS Group | 45k | $4.6M | 15% | Mar 2026 |
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| IF Advisors | 45k | $4.5M | 100% | Mar 2026 |
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| Oakmont Partners | 42k | $4.3M | -4% | Mar 2026 |
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| BlueChip Wealth Advisors | 40k | $4.1M | 32% | Mar 2026 |
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| Advisor Group Holdings | 39k | $4.0M | 7% | Dec 2025 |
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| TCI Wealth Advisors | 39k | $3.9M | -2% | Mar 2026 |
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| Hartland & Co | 38k | $3.8M | 57% | Mar 2026 |
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| Haven Private | 38k | $3.8M | 14% | Mar 2026 |
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| Private Advisor | 37k | $3.7M | 2% | Mar 2026 |
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| Mariner Wealth Advisors | 37k | $3.7M | 565% | Mar 2026 |
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| Royal Bank of Canada | 36k | $3.7M | 247% | Mar 2026 |
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| Bedel Financial Consulting | 35k | $3.5M | -79% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 33k | $3.4M | -2% | Dec 2025 |
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| Sterling Financial Planning | 33k | $3.3M | 4% | Mar 2026 |
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| Farther Finance Advisors | 31k | $3.2M | 92% | Mar 2026 |
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| Genesis Private Wealth | 31k | $3.1M | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 30k | $3.0M | 407% | Mar 2026 |
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| Goldman Sachs Group | 29k | $3.0M | -62% | Mar 2026 |
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| Aspire Private Capital | 29k | $2.9M | 5% | Mar 2026 |
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| Evanson Asset Management | 27k | $2.8M | 7% | Mar 2026 |
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| Atria Investments | 27k | $2.7M | 22% | Mar 2026 |
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| Ausdal Financial Partners | 26k | $2.6M | 100% | Mar 2026 |
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| Brown Wealth Management | 25k | $2.5M | 6% | Mar 2026 |
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| Surience Private Wealth | 24k | $2.5M | 628% | Mar 2026 |
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| Passive Capital Management | 24k | $2.5M | 30% | Mar 2026 |
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| Silver Oak Advisory Group | 24k | $2.4M | 9% | Mar 2026 |
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| Eaton-Cambridge | 24k | $2.4M | 18% | Mar 2026 |
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| Susquehanna International | 23k | $2.4M | 100% | Dec 2025 |
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| Daymark Wealth Partners | 22k | $2.3M | 16% | Mar 2026 |
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| Pillar Financial Advisors | 22k | $2.2M | 128% | Mar 2026 |
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| Frankly Finances | 21k | $2.2M | 1% | Mar 2026 |
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| HB Wealth Management | 21k | $2.2M | 5% | Mar 2026 |
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| Stifel Financial | 21k | $2.1M | -30% | Mar 2026 |
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| Jacobson & Schmitt Advisors | 20k | $2.1M | -2% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 20k | $2.1M | 20% | Mar 2026 |
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| Burton Enright Welch | 20k | $2.1M | -22% | Mar 2026 |
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| Diversified Portfolios | 20k | $2.0M | 0% | Mar 2026 |
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| Buckingham Strategic Partners | 20k | $2.0M | 100% | Mar 2026 |
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| Integrity Investment Advisors | 20k | $2.0M | 43% | Mar 2026 |
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| Allodium Investment Consultants | 20k | $2.0M | 3% | Mar 2026 |
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| Integrated Wealth Concepts | 20k | $2.0M | 100% | Mar 2026 |
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| Choate Investment Advisors | 19k | $1.9M | 7% | Mar 2026 |
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| Laurel Wealth Advisors | 18k | $1.8M | 23% | Mar 2026 |
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| Modern Wealth Management | 18k | $1.8M | 7% | Dec 2025 |
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| Taylor, Cottrill, Erickson & Associates | 17k | $1.8M | 0% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 17k | $1.7M | 6% | Mar 2026 |
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| Winnow Wealth | 16k | $1.6M | 100% | Mar 2026 |
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| Single Point Partners | 16k | $1.6M | 7% | Mar 2026 |
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| SRS Capital Advisors | 16k | $1.6M | 12% | Mar 2026 |
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| AQR Capital Management | 15k | $1.5M | 100% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15k | $1.5M | 4% | Mar 2026 |
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| Resources Investment Advisors | 14k | $1.4M | 0% | Mar 2026 |
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| Pathstone Holdings | 14k | $1.4M | 0% | Mar 2026 |
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| Cardiff Park Advisors | 14k | $1.4M | -2% | Mar 2026 |
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| GEN Financial Management | 14k | $1.4M | 100% | Mar 2026 |
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| Eagle Rock Investment Company | 14k | $1.4M | 104% | Mar 2026 |
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| SwitchPoint Financial Planning | 12k | $1.3M | 5% | Mar 2026 |
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| Flagship Harbor Advisors | 12k | $1.2M | 8% | Mar 2026 |
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| Signal Advisors Wealth | 12k | $1.2M | 100% | Mar 2026 |
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| Tribridge Partners Financial | 12k | $1.2M | 13% | Mar 2026 |
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| Quantinno Capital Management | 11k | $1.2M | 52% | Mar 2026 |
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| Per Stirling Capital Management | 11k | $1.1M | 22% | Mar 2026 |
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| Janney Montgomery Scott | 11k | $1.1M | 0% | Mar 2026 |
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| Ballast Rock Private Wealth | 11k | $1.1M | 0% | Mar 2026 |
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| Mml Investors Services | 11k | $1.1M | 65% | Mar 2026 |
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| Alhambra Investment Partners | 11k | $1.1M | 0% | Mar 2026 |
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| Luther King Capital Management Corporation | 11k | $1.1M | 0% | Mar 2026 |
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| Sunesis Advisors | 11k | $1.1M | 0% | Mar 2026 |
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| Planning Center | 11k | $1.1M | 0% | Mar 2026 |
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| William Blair $ Company | 10k | $1.0M | -5% | Mar 2026 |
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| Flow Traders US | 9.7k | $980k | 100% | Mar 2026 |
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| Warren Averett Asset Management | 9.5k | $969k | 0% | Dec 2025 |
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| Sentinus | 9.4k | $946k | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 9.2k | $933k | -1% | Mar 2026 |
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| Bridgewealth Advisory Group | 9.2k | $933k | -6% | Dec 2025 |
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| URS Advisory | 9.1k | $920k | 100% | Mar 2026 |
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| CVA Family Office | 9.0k | $914k | 143% | Mar 2026 |
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| Colony | 9.0k | $911k | 11% | Dec 2025 |
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| Burney Co/ | 9.0k | $907k | -27% | Mar 2026 |
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| Three Arch Wealth Management | 8.7k | $877k | 100% | Mar 2026 |
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| Concurrent Investment Advisors | 8.6k | $871k | -2% | Mar 2026 |
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| Stone Loft Wealth Management | 8.5k | $860k | 115% | Mar 2026 |
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| Gutierrez Wealth Advisory | 8.3k | $843k | 0% | Mar 2026 |
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| TCG Advisory Services | 8.2k | $833k | 75% | Mar 2026 |
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| Savvy Advisors | 8.1k | $819k | 3% | Mar 2026 |
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| Betterment | 8.1k | $818k | 5% | Dec 2025 |
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| Essex Savings Bank | 8.0k | $811k | 222% | Mar 2026 |
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| Congress Park Capital | 8.0k | $809k | 60% | Mar 2026 |
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| Wedmont Private Capital | 7.9k | $804k | 100% | Mar 2026 |
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| Headinvest | 7.9k | $802k | 0% | Mar 2026 |
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| Integrity Advisory Solutions | 7.9k | $800k | 100% | Mar 2026 |
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| Delos Wealth Advisors | 7.9k | $794k | 100% | Mar 2026 |
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| Roan Capital Partners | 7.7k | $775k | 100% | Mar 2026 |
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| Fortune Financial Advisors | 7.6k | $766k | 7% | Mar 2026 |
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| VSM Wealth Advisory | 7.2k | $731k | 9% | Mar 2026 |
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| WealthSpring Partners | 7.2k | $729k | 100% | Mar 2026 |
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| Kestra Advisory Services | 7.2k | $723k | 38% | Mar 2026 |
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| Rockbridge Investment Management, LCC | 7.1k | $717k | 57% | Dec 2025 |
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| Pennsylvania Capital Management | 6.9k | $698k | 81% | Mar 2026 |
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| EnRich Financial Partners | 6.8k | $691k | -1% | Mar 2026 |
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| Westmount Partners | 6.8k | $687k | 100% | Mar 2026 |
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| Bridgewater Advisors | 6.8k | $693k | 0% | Dec 2025 |
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| Thrive Wealth Management | 6.7k | $682k | 0% | Mar 2026 |
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| Integrity Wealth Solutions | 6.7k | $680k | 4% | Mar 2026 |
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| RCS Financial Planning | 6.7k | $673k | -5% | Mar 2026 |
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| Arbor Investment Advisors | 6.6k | $672k | 0% | Mar 2026 |
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| Directional Asset Management | 6.6k | $663k | 10% | Mar 2026 |
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| Equitable Holdings | 6.5k | $657k | 68% | Mar 2026 |
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| CWM | 6.4k | $655k | 100% | Dec 2025 |
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| EverSource Wealth Advisors | 6.3k | $641k | -60% | Mar 2026 |
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| SNS Financial | 6.2k | $629k | 71% | Mar 2026 |
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| Stratos Wealth Partners | 6.2k | $627k | 100% | Mar 2026 |
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| Manuka Financial | 6.1k | $622k | 0% | Mar 2026 |
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| TAGStone Capital | 5.9k | $595k | -43% | Mar 2026 |
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| Creative Financial Designs | 5.3k | $533k | -16% | Mar 2026 |
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| Tiaa Trust, National Association | 2.8k | $285k | -99% | Mar 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 |
| Goss Wealth Management | Dec 2025 | 15k | $1.5M |
| PFG Private Wealth Management | Sep 2025 | 6.4k | $656k |