VANGUARD WELLINGTON FD

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VFVA·921935805·US·ETF-13D/G

VFVA (VANGUARD WELLINGTON FD) is held by 42 institutional investors as of Q2 2026. Largest holders: VANTAGEPOINT INVESTMENT ADVISERS LLC ($77.9M), Equitable Holdings, Inc. ($36.6M), MENORA MIVTACHIM HOLDINGS LTD. ($13.9M). Net institutional sentiment: Mixed.

42

Holders

(7 Elite)

$203.9M

Total Value

54% (37)

Consensus

20 buying - 17 selling

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

Smart Money Verdict

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Institutional (13F)61

Insider (Form 4)41

Activist (13D/13G)68

Congressional (STOCK Act)35

Holder Quality

14

★★★★★

Elite

64

★★★★

Strong

22

★★★

Solid

60

★★

Below

81

★

Weak

Held by 42 funds

7 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists Oct 6, 2025 · Congress none

ActivistICInternational City Management Association Retirement Corp9.2%Oct 6, 2025

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Top Holders

Top Holders (42)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANTAGEPOINT INVESTMENT ADVISERS LLC	Increased	524,677(+5.1%)	$77.9M	0.6%	+21.78%	44
Equitable Holdings, Inc.	Increased	246,317(+14.3%)	$36.6M	0.2%	+25.90%	40
MENORA MIVTACHIM HOLDINGS LTD.	Unchanged	93,339	$13.9M	0.1%	+35.26%	0
BANK OF AMERICA CORP /DE/	Increased	77,121(+5.7%)	$11.4M	0.0%	+21.38%	29
RWA WEALTH PARTNERS, LLC	Decreased	72,691(-5.2%)	$10.8M	0.1%	+86.31%	0
LPL Financial LLC	Increased	70,564(+5.3%)	$10.5M	0.0%	+35.07%	29
RAYMOND JAMES FINANCIAL INC	Decreased	33,277(-1.5%)	$4.9M	0.0%	+34.79%	0
EP Wealth Advisors, LLC	Decreased	32,806(-2.3%)	$4.9M	0.0%	+66.04%	0
Sequoia Financial Advisors, LLC	Increased	26,360(+0.0%)	$3.9M	0.0%	+35.05%	27
ROYAL BANK OF CANADA	Increased	23,283(+22.6%)	$3.5M	0.0%	+27.27%	32
OSAIC HOLDINGS, INC.	Decreased	23,048(-6.3%)	$3.4M	0.0%	+36.23%	0
Savant Capital, LLC	Increased	16,378(+87.2%)	$2.3M	0.0%	+13.29%	41
TWO SIGMA INVESTMENTS, LP	Increased	14,100(+72.0%)	$2.1M	0.0%	+14.28%	39
Cerity Partners LLC	Decreased	13,708(-6.1%)	$2M	0.0%	+53.62%	0
BROWN ADVISORY INC	Decreased	10,784(-25.1%)	$1.6M	0.0%	+38.94%	0
UBS Group AG	Increased	10,092(+2.1%)	$1.5M	0.0%	+28.76%	26
WTWHITTIER TRUST CO	Increased	9,091(+0.4%)	$1.4M	0.0%	+67.85%	25
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	8,951(-31.9%)	$1.3M	0.0%	+32.83%	0
BANK OF MONTREAL /CAN/	Decreased	7,002(-1.2%)	$1M	0.0%	+32.54%	0
STIFEL FINANCIAL CORP	New	6,302	$935,407	0.0%	+4.04%	35

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VFVAVANGUARD WELLINGTON FD

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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