Latest Period
Q2 2026
Security Snapshot
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) Institutional Ownership
CUSIP: 921935409
13F Institutional Holders and Ownership History from Q1 2018 to Q3 2026
Institutions Reporting
88
Shares (Excl. Options)
1,311,395
Price
$139.36
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- Security type / class
- Equity / Exchange Traded Product
- Symbol
- VFMV
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,311,395
- Total 13F value
- $182,862,798
- Portfolio coverage rank
- 0%
- Share change
- -240,634
- Value change
- -$32,606,832
- Number of holders
- 88
- Shares outstanding
- 1,937,464
- SEC-reported price per share
- $141.54
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product is tracked under CUSIP 921935409.
- 88 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 88 to 6 between Q2 2026 and Q3 2026.
- SEC-reported value moved from $182,862,798 to $10,799,498.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 88 institutions filings for Q2 2026.
Security key
921935409
Latest holder period
Q2 2026
13F holders
88
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 921935409:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
VFMV
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 6.9% | -13% | $16,344,328 | +$3,971,738 | 133,685 | +32% | FOUNDATIONS INVESTMENT ADVISORS, LLC | 31 Mar 2025 |
As of 30 Jun 2026, 88 institutional investors reported holding 1,311,395 shares of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV). This represents 68% of the company’s total 1,937,464 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
58%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ANDERSON HOAGLAND & CO | 9.2% | 178,856 | -2.5% | 2% | $24,925,966 |
| Foundations Investment Advisors, LLC | 9% | 174,905 | +7.1% | 0.25% | $24,375,459 |
| LPL Financial LLC | 6.6% | 128,559 | +43% | 0% | $17,916,410 |
| UBS Group AG | 3.4% | 65,433 | +0.04% | 0% | $9,119,005 |
| Equitable Holdings, Inc. | 3.2% | 61,327 | +13% | 0.05% | $8,546,765 |
| NewEdge Advisors, LLC | 3.1% | 60,163 | -1.3% | 0.02% | $8,384,517 |
| UMB Bank, n.a. | 2.2% | 42,283 | -0.98% | 0.07% | $5,892,711 |
| TITLEIST ASSET MANAGEMENT, LLC | 2.1% | 41,234 | +2% | 0.39% | $5,746,519 |
| Sequoia Financial Advisors, LLC | 1.8% | 34,945 | -28% | 0.02% | $4,870,062 |
| SMITH, MOORE & CO. | 1.8% | 34,380 | +1% | 0.31% | $4,791,376 |
| Sculati Wealth Management, LLC | 1.8% | 34,373 | +3% | 1.6% | $4,894,144 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.5% | 29,807 | -0.82% | 0.2% | $4,153,971 |
| Kestra Advisory Services, LLC | 1.5% | 29,192 | +0.47% | 0.01% | $4,068,355 |
| Cetera Investment Advisers | 1.5% | 28,209 | +28% | 0% | $3,931,384 |
| TWO SIGMA INVESTMENTS, LP | 1.2% | 23,000 | -11% | 0% | $3,205,363 |
| Capital Analysts, LLC | 1.2% | 22,575 | +10% | 0.07% | $3,146,000 |
| ENVESTNET ASSET MANAGEMENT INC | 1.1% | 21,573 | +26% | 0% | $3,006,480 |
| Cambridge Investment Research Advisors, Inc. | 1% | 20,010 | +3.7% | 0.01% | $2,789,000 |
| Cornerstone Planning, LLC | 0.99% | 19,272 | +0.21% | 0.62% | $2,685,737 |
| Advisory Services Network, LLC | 0.96% | 18,659 | +20% | 0.03% | $2,600,341 |
| Independence Asset Advisors, LLC | 0.96% | 18,541 | 0% | 0.67% | $2,583,931 |
| Pathstone Holdings, LLC | 0.57% | 10,984 | -1.6% | 0% | $1,530,770 |
| ROYAL BANK OF CANADA | 0.56% | 10,845 | -0.06% | 0% | $1,511,000 |
| MML INVESTORS SERVICES, LLC | 0.56% | 10,822 | +32% | 0% | $1,508,230 |
| Glass Jacobson Investment Advisors llc | 0.53% | 10,291 | +1.5% | 0.45% | $1,434,174 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
35
Latest
Q2 2026
Rows shown
1-25 of 35
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 76,296 | $10,799,498 | +$4,554,308 | $141.54 | 6 |
| 2026 Q2 | 1,311,395 | $182,862,798 | -$32,606,832 | $139.36 | 88 |
| 2026 Q1 | 1,552,092 | $206,597,766 | +$51,491,697 | $133.23 | 82 |
| 2025 Q4 | 1,165,290 | $151,940,963 | +$3,983,769 | $130.37 | 73 |
| 2025 Q3 | 1,104,982 | $144,701,544 | +$19,964,391 | $131.31 | 67 |
| 2025 Q2 | 1,038,627 | $133,190,201 | -$11,127,827 | $128.23 | 66 |
| 2025 Q1 | 1,142,802 | $142,603,553 | +$56,499,846 | $126.74 | 56 |
| 2024 Q4 | 697,608 | $84,468,041 | +$7,665,059 | $120.51 | 40 |
| 2024 Q3 | 575,724 | $69,968,757 | +$12,291,247 | $121.62 | 38 |
| 2024 Q2 | 475,132 | $53,938,902 | -$2,862,088 | $113.65 | 33 |
| 2024 Q1 | 501,618 | $55,587,692 | -$2,909,988 | $111.89 | 35 |
| 2023 Q4 | 528,038 | $55,285,566 | -$1,542,381 | $104.64 | 39 |
| 2023 Q3 | 581,885 | $55,959,523 | +$4,178,785 | $96.17 | 39 |
| 2023 Q2 | 538,438 | $53,859,997 | +$492,812 | $99.78 | 33 |
| 2023 Q1 | 526,145 | $51,730,734 | +$7,246,941 | $98.38 | 31 |
| 2022 Q4 | 463,430 | $45,589,649 | +$1,865,059 | $98.38 | 35 |
| 2022 Q3 | 415,423 | $37,039,980 | +$2,148,435 | $89.16 | 25 |
| 2022 Q2 | 389,265 | $37,654,595 | +$9,024,695 | $96.32 | 25 |
| 2022 Q1 | 295,528 | $30,557,775 | +$5,239,127 | $103.38 | 29 |
| 2021 Q4 | 244,492 | $25,394,969 | +$8,613,562 | $106.56 | 26 |
| 2021 Q3 | 162,915 | $15,905,625 | +$440,038 | $97.63 | 24 |
| 2021 Q2 | 158,382 | $15,572,898 | -$4,515,668 | $98.33 | 26 |
| 2021 Q1 | 204,634 | $19,125,901 | -$3,028,706 | $93.46 | 30 |
| 2020 Q4 | 237,844 | $21,280,433 | -$12,578,686 | $89.48 | 27 |
| 2020 Q3 | 381,776 | $31,358,886 | +$2,363,502 | $82.44 | 28 |