VANGUARD WELLINGTON FD

Watch

Share

VFMO·921935508·US·ETF·Unknown - Unknown

VFMO (VANGUARD WELLINGTON FD) is held by 54 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($42.8M), RAYMOND JAMES FINANCIAL INC ($39.2M), Cetera Investment Advisers ($24.9M). Net institutional sentiment: Bullish.

54

Holders

(7 Elite)

$271.5M

Total Value

78% (51)

Consensus

40 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)47

Insider (Form 4)73

Activist (13D/13G)26

Congressional (STOCK Act)85

Holder Quality

23

★★★★★

Elite

87

★★★★

Strong

31

★★★

Solid

69

★★

Below

88

★

Weak

Held by 54 funds

7 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for VFMO.

Top Holders

Top Holders (54)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	171,600(+13.0%)	$42.8M	0.0%	+37.19%	33
RAYMOND JAMES FINANCIAL INC	Increased	156,997(+4.6%)	$39.2M	0.0%	+25.24%	30
Cetera Investment Advisers	Increased	99,597(+32.0%)	$24.9M	0.0%	+25.37%	36
ENVESTNET ASSET MANAGEMENT INC	Decreased	84,133(-8.4%)	$21M	0.0%	+70.65%	0
TWO SIGMA INVESTMENTS, LP	New	65,700	$16.4M	0.0%	-7.30%	39
BANK OF AMERICA CORP /DE/	Increased	61,024(+82.7%)	$15.2M	0.0%	+14.04%	43
UBS Group AG	Increased	57,661(+33.1%)	$14.4M	0.0%	+21.49%	36
&PARTNERS	Increased	40,952(+3.9%)	$10.2M	0.0%	+20.66%	29
NewEdge Advisors, LLC	Increased	40,946(+9.3%)	$10.2M	0.0%	+34.54%	30
Mariner, LLC	Increased	39,420(+192.7%)	$9.8M	0.0%	+0.04%	45
ROYAL BANK OF CANADA	Increased	32,297(+55.1%)	$8.1M	0.0%	+7.30%	39
Private Advisor Group, LLC	Increased	31,630(+4.8%)	$7.9M	0.0%	+33.40%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	29,870(+25.3%)	$7.5M	0.0%	+28.10%	34
MFMerit Financial Group, LLC	Decreased	21,013(-20.9%)	$5.2M	0.0%	+33.74%	0
Kestra Advisory Services, LLC	Increased	19,270(+40.8%)	$4.8M	0.0%	+36.97%	36
OSAIC HOLDINGS, INC.	Increased	18,876(+17.4%)	$4.7M	0.0%	+28.83%	31
GOLDMAN SACHS GROUP INC	New	17,846	$4.5M	0.0%	-7.30%	37
Farther Finance Advisors, LLC	Decreased	11,147(-24.5%)	$2.8M	0.0%	+19.93%	0
IEQ CAPITAL, LLC	Increased	11,116(+10.2%)	$2.8M	0.0%	+19.04%	29
MML INVESTORS SERVICES, LLC	Increased	7,567(+51.5%)	$1.9M	0.0%	+23.42%	36

Showing 1-20 of 58

Per page:

1 / 3

VFMOVANGUARD WELLINGTON FD

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer