VANGUARD WELLINGTON FD

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

VFVA (VANGUARD WELLINGTON FD) is held by 41 institutional investors as of Q2 2026. Largest holders: VANTAGEPOINT INVESTMENT ADVISERS LLC ($77.9M), MENORA MIVTACHIM HOLDINGS LTD. ($13.9M), BANK OF AMERICA CORP /DE/ ($11.4M). Net institutional sentiment: Mixed.

41

Holders

(9 Elite)

$167.5M

Total Value

50% (36)

Consensus

18 buying - 18 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 41 funds

9 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Oct 6, 2025 · Congress none

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

View all activist filings

Top Holders

Top Holders (41)History

AllNewIncreasedHeldDecreasedExited

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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%	+26.60%	44
MENORA MIVTACHIM HOLDINGS LTD.	Unchanged	93,339	$13.9M	0.1%	+40.47%	0
BANK OF AMERICA CORP /DE/	Increased	77,121(+5.7%)	$11.4M	0.0%	+25.84%	29
RWA WEALTH PARTNERS, LLC	Decreased	72,691(-5.2%)	$10.8M	0.1%	+90.87%	0
LPL Financial LLC	Increased	70,564(+5.3%)	$10.5M	0.0%	+39.97%	29
RAYMOND JAMES FINANCIAL INC	Decreased	33,277(-1.5%)	$4.9M	0.0%	+40.60%	0
EP Wealth Advisors, LLC	Decreased	32,806(-2.3%)	$4.9M	0.0%	+72.98%	0
Sequoia Financial Advisors, LLC	Increased	26,360(+0.0%)	$3.9M	0.0%	+40.84%	27
ROYAL BANK OF CANADA	Increased	23,283(+22.6%)	$3.5M	0.0%	+32.64%	32
OSAIC HOLDINGS, INC.	Decreased	23,048(-6.3%)	$3.4M	0.0%	+40.48%	0
Savant Capital, LLC	Increased	16,378(+87.2%)	$2.3M	0.0%	+18.23%	41
TWO SIGMA INVESTMENTS, LP	Increased	14,100(+72.0%)	$2.1M	0.0%	+19.23%	39
Cerity Partners LLC	Decreased	13,708(-6.1%)	$2M	0.0%	+59.39%	0
BROWN ADVISORY INC	Decreased	10,784(-25.1%)	$1.6M	0.0%	+44.53%	0
UBS Group AG	Increased	10,092(+2.1%)	$1.5M	0.0%	+32.41%	26
WTWHITTIER TRUST CO	Increased	9,091(+0.4%)	$1.4M	0.0%	+74.24%	25
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	8,951(-31.9%)	$1.3M	0.0%	+35.97%	0
BANK OF MONTREAL /CAN/	Decreased	7,002(-1.2%)	$1M	0.0%	+38.04%	0
STIFEL FINANCIAL CORP	New	6,302	$935,407	0.0%	+9.03%	35
Mariner, LLC	Unchanged	6,006	$891,415	0.0%	+46.26%	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