Latest Period
Q1 2026
Security Snapshot
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) Institutional Ownership
CUSIP: 921935409
13F Institutional Holders and Ownership History from Q1 2018 to Q1 2026
Institutions Reporting
82
Shares (Excl. Options)
1,552,092
Price
$133.23
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- Security type / class
- Equity / Exchange Traded Product
- Symbol
- VFMV
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,552,092
- Total 13F value
- $206,597,768
- Portfolio coverage rank
- 0%
- Share change
- +386,492
- Value change
- +$51,491,697
- Number of holders
- 82
- Shares outstanding
- 1,937,464
- SEC-reported price per share
- $138.83
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.
- 82 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 73 to 82 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $151,940,963 to $206,597,768.
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 82 institutions filings for Q1 2026.
Security key
921935409
Latest holder period
Q1 2026
13F holders
82
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 31 Mar 2026, 82 institutional investors reported holding 1,552,092 shares of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV). This represents 80% 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
71%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 10% | 200,114 | 0.01% | $26,661,189 | |
| ANDERSON HOAGLAND & CO | 9.5% | 183,460 | +4.2% | 2.1% | $24,442,423 |
| Foundations Investment Advisors, LLC | 8.4% | 163,235 | +9.8% | 0.27% | $21,747,833 |
| RFP Financial Group LLC | 6.4% | 124,716 | 9% | $16,615,976 | |
| LPL Financial LLC | 4.6% | 89,657 | -17% | 0% | $11,945,011 |
| UBS Group AG | 3.4% | 65,405 | +4.7% | 0% | $8,713,908 |
| NewEdge Advisors, LLC | 3.1% | 60,966 | -9.8% | 0.03% | $8,122,554 |
| Equitable Holdings, Inc. | 2.8% | 54,307 | +13% | 0.05% | $7,080,004 |
| Sequoia Financial Advisors, LLC | 2.5% | 48,437 | -19% | 0.04% | $6,453,262 |
| UMB Bank, n.a. | 2.2% | 42,703 | +25% | 0.08% | $5,689,321 |
| TITLEIST ASSET MANAGEMENT, LLC | 2.1% | 40,419 | +6.8% | 0.41% | $5,385,023 |
| SMITH, MOORE & CO. | 1.8% | 34,041 | +14% | 0.33% | $4,535,246 |
| Sculati Wealth Management, LLC | 1.7% | 33,372 | +1.7% | 1.6% | $4,446,152 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.6% | 30,053 | +2.2% | 0.24% | $4,003,977 |
| Kestra Advisory Services, LLC | 1.5% | 29,054 | -1% | 0.01% | $3,870,831 |
| TWO SIGMA INVESTMENTS, LP | 1.3% | 25,700 | +68% | 0% | $3,424,011 |
| Cetera Investment Advisers | 1.1% | 22,006 | +18% | 0% | $2,931,848 |
| Capital Analysts, LLC | 1.1% | 20,532 | +89170% | 0.07% | $2,735,000 |
| Cambridge Investment Research Advisors, Inc. | 1% | 19,292 | -31% | 0.01% | $2,570,000 |
| Cornerstone Planning, LLC | 0.99% | 19,232 | -35% | 0.58% | $2,563,182 |
| Independence Asset Advisors, LLC | 0.96% | 18,541 | 0% | 0.89% | $2,470,208 |
| ENVESTNET ASSET MANAGEMENT INC | 0.89% | 17,180 | +36% | 0% | $2,288,839 |
| Advisory Services Network, LLC | 0.8% | 15,519 | 0.03% | $2,067,540 | |
| Savvy Advisors, Inc. | 0.71% | 13,829 | 0.05% | $1,842,396 | |
| Pathstone Holdings, LLC | 0.58% | 11,161 | -1.9% | 0.01% | $1,486,980 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
33
Latest
Q1 2026
Rows shown
1-25 of 33
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,552,092 | $206,597,768 | +$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 |
| 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 |