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
$133.97
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,135,558
Total reported value
$148,042,927
% of total 13F portfolios
0%
Share change
+30,576
Value change
+$3,980,769
Number of holders
71
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 31 Dec 2025, 71 institutional investors reported holding 1,135,558 shares of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV). This represents 59% 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 53% 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% 176,030 -0.47% 2% $22,949,031
FOUNDATIONS INVESTMENT ADVISORS, LLC 7.7% 148,658 +3% 0.25% $19,380,503
LPL Financial LLC 5.6% 107,815 +1.8% 0% $14,055,860
NewEdge Advisors, LLC 3.5% 67,604 -4.3% 0.03% $8,813,447
UBS Group AG 3.2% 62,444 +0.98% 0% $8,140,824
Sequoia Financial Advisors, LLC 3.1% 60,005 -19% 0.04% $7,822,852
Equitable Holdings, Inc. 2.5% 48,067 +12% 0.04% $6,266,495
TITLEIST ASSET MANAGEMENT, LLC 2% 37,838 +16% 0.4% $4,932,940
UMB Bank, n.a. 1.8% 34,269 +0.11% 0.06% $4,467,650
Sculati Wealth Management, LLC 1.7% 32,830 +9.5% 1.5% $4,280,047
SMITH, MOORE & CO. 1.5% 29,816 +65% 0.29% $3,887,106
CREATIVE FINANCIAL DESIGNS INC /ADV 1.5% 29,396 +15% 0.24% $3,832,323
Kestra Advisory Services, LLC 1.5% 29,358 +1.7% 0.02% $3,827,383
Cambridge Investment Research Advisors, Inc. 1.4% 27,820 +0.6% 0.01% $3,627,000
Cetera Investment Advisers 0.96% 18,690 +5.2% 0% $2,436,679
Independence Asset Advisors, LLC 0.96% 18,541 -12% 1.3% $2,417,181
TWO SIGMA INVESTMENTS, LP 0.79% 15,300 +20% 0% $1,994,661
ENVESTNET ASSET MANAGEMENT INC 0.65% 12,606 +12% 0% $1,643,401
Pathstone Holdings, LLC 0.59% 11,378 0% 0.01% $1,483,350
ROYAL BANK OF CANADA 0.56% 10,810 -0.56% 0% $1,409,000
TD Waterhouse Canada Inc. 0.53% 10,338 0.01% $1,347,765
Glass Jacobson Investment Advisors llc 0.52% 10,167 +2.7% 0.48% $1,325,457
Belpointe Asset Management LLC 0.49% 9,484 +81% 0.04% $1,236,465
OSAIC HOLDINGS, INC. 0.48% 9,384 +2.1% 0% $1,223,415
Keystone Financial Group 0.46% 9,003 +1.5% 0.09% $1,173,750

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 1,135,558 $148,042,927 +$3,980,769 $130.37 71
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