VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2018 to Q4 2025

Type / Class
Equity / Exchange Traded Product
Symbol
VFMV
Shares outstanding
1,937,464
Price per share
$130.37
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,104,982
Total reported value
$144,701,544
% of total 13F portfolios
0%
Share change
+154,332
Value change
+$19,964,391
Number of holders
67
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) based on Schedule 13D/G filings

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 Sep 2025, 67 institutional investors reported holding 1,104,982 shares of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV). This represents 57% of the company’s total 1,937,464 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ANDERSON HOAGLAND & CO 9.1% 176,868 -0.89% 2.1% $23,224,183
Foundations Investment Advisors, LLC 7.4% 144,298 +3.3% 0.28% $18,947,417
LPL Financial LLC 5.5% 105,931 +11% 0% $13,909,544
Sequoia Financial Advisors, LLC 3.8% 74,495 0.06% $9,781,789
NewEdge Advisors, LLC 3.6% 70,658 +4.4% 0.04% $9,277,935
UBS Group AG 3.2% 61,835 +3.7% 0% $8,119,430
Equitable Holdings, Inc. 2.2% 42,735 +26% 0.04% $5,611,447
UMB Bank, n.a. 1.8% 34,230 0% 0.07% $4,494,673
TITLEIST ASSET MANAGEMENT, LLC 1.7% 32,748 +3.1% 0.38% $4,300,074
Sculati Wealth Management, LLC 1.5% 29,972 +40% 1.4% $3,935,563
Kestra Advisory Services, LLC 1.5% 28,856 0.02% $3,788,996
Cambridge Investment Research Advisors, Inc. 1.4% 27,655 -3.6% 0.01% $3,631,000
CREATIVE FINANCIAL DESIGNS INC /ADV 1.3% 25,497 +11% 0.22% $3,347,927
Independence Asset Advisors, LLC 1.1% 21,003 +0.42% 1.2% $2,757,837
SMITH, MOORE & CO. 0.93% 18,057 -11% 0.18% $2,371,090
Cetera Investment Advisers 0.92% 17,762 +398% 0% $2,332,361
Arax Advisory Partners 0.76% 14,649 +1795% 0.03% $1,540,455
TWO SIGMA INVESTMENTS, LP 0.66% 12,700 -42% 0% $1,667,612
Pathstone Holdings, LLC 0.59% 11,378 0% 0.01% $1,494,022
ENVESTNET ASSET MANAGEMENT INC 0.58% 11,296 +25% 0% $1,483,242
ROYAL BANK OF CANADA 0.56% 10,871 +12% 0% $1,427,000
Glass Jacobson Investment Advisors llc 0.51% 9,904 +7.1% 0.47% $1,300,536
Orion Porfolio Solutions, LLC 0.48% 9,364 -18% 0.01% $1,229,607
OSAIC HOLDINGS, INC. 0.47% 9,194 -4.6% 0% $1,202,703
Compass Financial Group, INC/SD 0.46% 8,999 -1.1% 0.18% $1,181,652

Institutional Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 204,245 $26,630,426 -$248,492 $130.37 11
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
2020 Q2 343,014 $27,117,860 -$12,071,030 $79.09 24
2020 Q1 495,959 $35,521,710 +$4,162,552 $71.61 24
2019 Q4 421,713 $38,737,795 +$14,393,973 $91.88 23
2019 Q3 260,957 $23,290,194 +$13,062,663 $89.25 20
2019 Q2 114,597 $9,906,000 +$522,446 $86.45 13
2019 Q1 108,583 $8,970,737 +$5,315,516 $82.64 12
2018 Q4 45,446 $3,363,000 +$1,433,753 $74.00 15
2018 Q3 26,057 $2,217,000 +$429,393 $85.11 9
2018 Q2 21,019 $1,713,000 -$2,394,932 $81.52 7
2018 Q1 50,392 $3,915,000 +$3,915,000 $77.69 1