Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / Exchange Traded Product
-
Shares outstanding
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1,937,464
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Number of holders
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66
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Total 13F shares, excl. options
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1,038,627
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Shares change
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-87,516
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Total reported value, excl. options
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$133,190,201
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Value change
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-$11,127,827
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Number of buys
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44
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Number of sells
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-19
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Price
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$128.23
Significant Holders of VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) as of Q2 2025
72 filings reported holding VFMV - VANGUARD WELLINGTON FUND - Exchange Traded Product as of Q2 2025.
VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,038,627 shares
of 1,937,464 outstanding shares and own 53.61% of the company stock.
Largest 10 shareholders include ANDERSON HOAGLAND & CO (178,461 shares), Foundations Investment Advisors, LLC (139,685 shares), LPL Financial LLC (95,580 shares), Martin Worley Group (72,404 shares), NewEdge Advisors, LLC (67,662 shares), UBS Group AG (59,621 shares), UMB Bank, n.a. (34,230 shares), Equitable Holdings, Inc. (33,875 shares), TITLEIST ASSET MANAGEMENT, LLC (31,773 shares), and Cambridge Investment Research Advisors, Inc. (28,695 shares).
This table shows the top 66 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.