VANGUARD WELLINGTON FD

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VFMV·921935409·US·ETF·Unknown - Unknown-13D/G

VFMV (VANGUARD WELLINGTON FD) is held by 34 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($17.9M), UBS Group AG ($9.1M), NewEdge Advisors, LLC ($8.4M). Net institutional sentiment: Mixed.

34

Holders

(3 Elite)

$70.6M

Total Value

65% (31)

Consensus

20 buying - 11 selling

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

Smart Money Verdict

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Institutional (13F)75

Insider (Form 4)59

Activist (13D/13G)39

Congressional (STOCK Act)82

Holder Quality

48

★★★★★

Elite

78

★★★★

Strong

56

★★★

Solid

14

★★

Below

15

★

Weak

Held by 34 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Apr 29, 2025 · Congress none

ActivistFIFOUNDATIONS INVESTMENT ADVISORS, LLC6.9%Apr 29, 2025

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Top Holders

Top Holders (34)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	128,559(+43.4%)	$17.9M	0.0%	+14.04%	38
UBS Group AG	Increased	65,433(+0.0%)	$9.1M	0.0%	+29.76%	27
NewEdge Advisors, LLC	Decreased	60,163(-1.3%)	$8.4M	0.0%	+29.70%	0
Sequoia Financial Advisors, LLC	Decreased	34,945(-27.9%)	$4.9M	0.0%	+12.52%	0
Kestra Advisory Services, LLC	Increased	29,192(+0.5%)	$4.1M	0.0%	+12.46%	27
Cetera Investment Advisers	Increased	28,209(+28.2%)	$3.9M	0.0%	+10.51%	33
TWO SIGMA INVESTMENTS, LP	Decreased	23,000(-10.5%)	$3.2M	0.0%	+11.98%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	21,573(+25.6%)	$3M	0.0%	+19.18%	32
Pathstone Holdings, LLC	Decreased	10,984(-1.6%)	$1.5M	0.0%	+44.90%	0
ROYAL BANK OF CANADA	Decreased	10,845(-0.1%)	$1.5M	0.0%	+19.43%	0
MML INVESTORS SERVICES, LLC	Increased	10,822(+32.1%)	$1.5M	0.0%	+11.38%	33
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	10,291(+1.5%)	$1.4M	0.0%	+5.15%	26
RAYMOND JAMES FINANCIAL INC	Increased	8,412(+41.0%)	$1.2M	0.0%	+11.36%	34
OSAIC HOLDINGS, INC.	Increased	8,335(+5.2%)	$1.2M	0.0%	+22.01%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	8,082	$1.1M	0.0%	+4.91%	35
COMMONWEALTH EQUITY SERVICES, LLC	Increased	7,062(+4.0%)	$984,180	0.0%	+27.41%	26
TD Waterhouse Canada Inc.	Decreased	6,827(-2.8%)	$951,457	0.0%	+11.22%	0
GOLDMAN SACHS GROUP INC	New	5,826	$811,932	0.0%	+4.91%	34
TRUIST FINANCIAL CORP	Unchanged	4,066	$566,652	0.0%	+16.08%	0
BANK OF MONTREAL /CAN/	Decreased	3,641(-6.3%)	$507,423	0.0%	+17.53%	0

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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