Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Exchange Traded Product
-
Shares outstanding
-
1,937,464
-
Total 13F shares
-
1,038,627
-
Share change
-
-87,516
-
Total reported value
-
$133,190,201
-
Price per share
-
$128.23
-
Number of holders
-
66
-
Value change
-
-$11,127,827
-
Number of buys
-
44
-
Number of sells
-
19
Institutional Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q2 2025
As of 30 Jun 2025,
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) was held by
66 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,038,627 shares.
The largest 10 holders included
ANDERSON HOAGLAND & CO, Foundations Investment Advisors, LLC, LPL Financial LLC, Martin Worley Group, NewEdge Advisors, LLC, UBS Group AG, UMB Bank, n.a., Equitable Holdings, Inc., TITLEIST ASSET MANAGEMENT, LLC, and Cambridge Investment Research Advisors, Inc..
This page lists
66
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.