VANGUARD WELLINGTON FD (VFVA) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling VFVA?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for VANGUARD WELLINGTON FD, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on VFVA?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for VANGUARD WELLINGTON FD.

Is institutional money flowing into VFVA?

40 institutional investors hold VANGUARD WELLINGTON FD (VFVA). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about VFVA?

Track institutional sentiment and conviction scores for VANGUARD WELLINGTON FD (VFVA) including Smart Money Verdict and position changes on HoldingsIntel.

VANGUARD WELLINGTON FD

VFVA·921935805·US·etf·Unknown - Unknown-13D/G

US VALUE FACTR

VFVA (VANGUARD WELLINGTON FD) is held by 40 institutional investors as of Q4 2025. Largest holders: VANTAGEPOINT INVESTMENT ADVISERS LLC ($69M), Equitable Holdings, Inc. ($25.1M), MENORA MIVTACHIM HOLDINGS LTD. ($12.8M). Net institutional sentiment: Mixed.

Holders

Avg rating(6 Elite)

$170.1M

Total Value

48% (43)

Fund Consensus

13 buying - 13 selling

Smart Money Verdict- Q4 2025View all

46Weak MomentumSplit Signals

Held by 40 funds

6 elite

Who's Trading

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

View all activist filings

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANTAGEPOINT INVESTMENT ADVISERS LLC	Increased	519,849(+2.6%)	$69M	0.6%	+10.78%	43
Equitable Holdings, Inc.	Increased	188,842(+14.7%)	$25.1M	0.2%	+19.07%	39
MENORA MIVTACHIM HOLDINGS LTD.	Increased	96,723(+8.2%)	$12.8M	0.1%	+21.91%	30
RWA WEALTH PARTNERS, LLC	Decreased	83,008(-11.2%)	$11M	0.1%	+65.64%	0
BANK OF AMERICA CORP /DE/	Decreased	67,414(-85.0%)	$9M	0.0%	+11.10%	0
LPL Financial LLC	Increased	61,272(+6.8%)	$8.1M	0.0%	+26.08%	29
RAYMOND JAMES FINANCIAL INC	Decreased	33,873(-10.7%)	$4.5M	0.0%	+22.01%	0
EP Wealth Advisors, LLC	Decreased	33,610(-5.7%)	$4.5M	0.0%	+50.11%	0
Sequoia Financial Advisors, LLC	Decreased	26,340(-12.1%)	$3.5M	0.0%	+22.25%	0
OSAIC HOLDINGS, INC.	Decreased	20,249(-2.1%)	$2.7M	0.0%	+27.93%	0
ROYAL BANK OF CANADA	Decreased	19,685(-1.7%)	$2.6M	0.0%	+22.06%	0
Cerity Partners LLC	Increased	14,611(+27.7%)	$1.9M	0.0%	+38.32%	32
BROWN ADVISORY INC	Decreased	14,406(-12.0%)	$1.9M	0.0%	+25.42%	0
TWO SIGMA INVESTMENTS, LP	Decreased	11,400(-13.0%)	$1.5M	0.0%	+10.94%	0
WHITTIER TRUST CO	Increased	9,024(+0.4%)	$1.2M	0.0%	+51.83%	25
Savant Capital, LLC	Increased	8,881(+3.2%)	$1.2M	0.0%	+10.75%	26
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	8,601(-6.3%)	$1.1M	0.0%	+30.41%	0
UBS Group AG	Decreased	7,600(-74.0%)	$1M	0.0%	+21.04%	0
BANK OF MONTREAL /CAN/	Increased	7,087(+11.0%)	$940,958	0.0%	+19.80%	28
Mariner, LLC	Unchanged	6,911	$917,593	0.0%	+26.93%	0
Private Advisor Group, LLC	Unchanged	6,135	$814,564	0.0%	+50.21%	0
D.A. DAVIDSON & CO.	Unchanged	5,655	$750,871	0.0%	+126.94%	0
Financial Engines Advisors L.L.C.	Decreased	5,561(-0.9%)	$738,390	0.0%	+25.40%	0
MERCER GLOBAL ADVISORS INC /ADV	Unchanged	4,343	$576,664	0.0%	+50.28%	0
Sanctuary Advisors, LLC	New	3,622	$480,908	0.0%	+4.96%	33
GOLDMAN SACHS GROUP INC	Unchanged	3,261	$432,996	0.0%	+22.04%	0
Orion Porfolio Solutions, LLC	Increased	3,160(+0.2%)	$419,585	0.0%	+62.19%	24
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	2,700(+0.1%)	$368,761	0.0%	+43.93%	24
Integrated Wealth Concepts LLC	Increased	2,167(+9.4%)	$287,750	0.0%	+10.40%	26
Quantinno Capital Management LP	New	1,705	$226,390	0.0%	+4.96%	32
NATIONAL BANK OF CANADA /FI/	Increased	1,211(+21.8%)	$160,797	0.0%	+36.66%	27
MORGAN STANLEY	Decreased	904(-29.1%)	$120,124	0.0%	+22.01%	0
Kestra Advisory Services, LLC	New	728	$96,664	0.0%	+4.96%	30
US BANCORP \DE\	Decreased	175(-91.8%)	$23,237	0.0%	+10.94%	0
Farther Finance Advisors, LLC	Unchanged	107	$14,207	0.0%	+21.60%	0
TD Waterhouse Canada Inc.	Unchanged	70	$9,295	0.0%	+21.49%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	46	$6,108	0.0%	+10.94%	0
BLAIR WILLIAM & CO/IL	Unchanged	7	$929	0.0%	+20.01%	0
CITIGROUP INC	New	1	$133	0.0%	+4.96%	17
WELLS FARGO & COMPANY/MN	Unchanged	1	$124	0.0%	+20.01%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$267,324	0.0%	+19.69%	0
JPMORGAN CHASE & CO	Exited	0(-100.0%)	$18,878	0.0%	+5.70%	0
GLENMEDE TRUST CO NA	Exited	0(-100.0%)	$132,240	0.0%	+24.52%	0

VANGUARD WELLINGTON FD

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