VANGUARD WELLINGTON FUND - Exchange Traded Product (VFMV)

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / Exchange Traded Product
Shares outstanding
1,937,464
Number of holders
66
Total 13F shares, excl. options
1,038,627
Shares change
-87,516
Total reported value, excl. options
$133,190,201
Value change
-$11,127,827
Number of buys
44
Number of sells
-19
Price
$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.