FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,194.05-0.07%
XLE57.080.36%
STOXX50E5,860.32-0.39%
XLF51.780.71%
FTSE10,321.09-0.56%
IXIC24,859.800.09%
RUT2,787.070.00%
GSPC7,175.010.14%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:35 PM
CUSIP 921935409

VANGUARD WELLINGTON FD

105 institutions · $181.7M total · 1,441,867 shares

#ManagerSharesValue% of TotalPeriod
1ANDERSON HOAGLAND & CO176,030$22.9M12.20%2025-12-31
2Foundations Investment Advisors, LLC145,096$18.9M10.06%2025-12-31
3LPL Financial LLC107,815$14.1M7.47%2025-12-31
4Martin Worley Group72,404$9.3M5.02%2025-06-30
5NewEdge Advisors, LLC67,604$8.8M4.68%2025-12-31
6Destiny Wealth Partners, LLC75,931$8.5M5.26%2024-03-31
7UBS Group AG62,441$8.1M4.33%2025-12-31
8Sequoia Financial Advisors, LLC60,005$7.8M4.16%2025-12-31
9Equitable Holdings, Inc.48,067$6.3M3.33%2025-12-31
10TITLEIST ASSET MANAGEMENT, LLC37,838$4.9M2.62%2025-12-31
11UMB Bank, n.a.34,269$4.5M2.37%2025-12-31
12Sculati Wealth Management, LLC32,830$4.3M2.27%2025-12-31
13SMITH, MOORE & CO.29,816$3.9M2.06%2025-12-31
14CREATIVE FINANCIAL DESIGNS INC /ADV29,396$3.8M2.03%2025-12-31
15Kestra Advisory Services, LLC29,358$3.8M2.03%2025-12-31
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO21,416$3.4M1.48%2025-12-31
17Peachtree Investment Partners, LLC21,502$2.7M1.49%2025-03-31
18Cetera Investment Advisers18,690$2.4M1.29%2025-12-31
19Independence Asset Advisors, LLC18,541$2.4M1.28%2025-12-31
20Orion Portfolio Solutions, LLC16,659$2.1M1.15%2025-03-31
21AVANTAX ADVISORY SERVICES, INC.15,573$2.0M1.08%2025-06-30
22TWO SIGMA INVESTMENTS, LP15,300$2.0M1.06%2025-12-31
23Atria Wealth Solutions, Inc.13,103$1.7M0.90%2025-03-31
24ENVESTNET ASSET MANAGEMENT INC12,606$1.6M0.87%2025-12-31
25Envestnet Portfolio Solutions, Inc.12,816$1.6M0.88%2025-03-31
26Pathstone Holdings, LLC11,378$1.5M0.78%2025-12-31
27TD Waterhouse Canada Inc.10,338$1.3M0.71%2025-12-31
28Glass Jacobson Investment Advisors llc10,167$1.3M0.70%2025-12-31
29Belpointe Asset Management LLC9,484$1.2M0.65%2025-12-31
30OSAIC HOLDINGS, INC.9,384$1.2M0.65%2025-12-31
31Keystone Financial Group9,003$1.2M0.62%2025-12-31
32Allianz Asset Management GmbH9,608$1.2M0.66%2024-09-30
33Royal Bank of Canada8,731$1.1M0.60%2025-12-31
34Compass Financial Group, INC/SD8,499$1.1M0.58%2025-12-31
35Orion Porfolio Solutions, LLC8,301$1.1M0.57%2025-12-31
36MML INVESTORS SERVICES, LLC7,581$988.4K0.52%2025-12-31
37COMMONWEALTH EQUITY SERVICES, LLC7,223$941.7K0.50%2025-12-31
38Interchange Capital Partners, LLC5,556$724.3K0.38%2025-12-31
39SUSQUEHANNA INTERNATIONAL GROUP, LLP5,347$598.3K0.37%2024-03-31
40Apollon Financial, LLC4,285$558.6K0.29%2025-12-31
41FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.4,167$534.3K0.28%2025-06-30
42MJP ASSOCIATES INC /ADV4,187$530.6K0.29%2025-03-31
43Advisor OS, LLC4,187$530.6K0.29%2025-03-31
44TRUIST FINANCIAL CORP4,066$530.1K0.28%2025-12-31
45Wilmington Savings Fund Society, FSB3,806$499.8K0.26%2025-09-30
46L.M. KOHN & COMPANY3,906$495.0K0.27%2025-03-31
47Signal Advisors Wealth, LLC3,741$487.7K0.25%2025-12-31
48MARIPAU WEALTH MANAGEMENT LLC3,763$487.7K0.26%2025-12-31
49RAYMOND JAMES FINANCIAL INC3,305$430.9K0.22%2025-12-31
50OLD MISSION CAPITAL LLC3,283$428.0K0.22%2025-12-31
51D.A. DAVIDSON & CO.3,190$415.9K0.22%2025-12-31
52Retireful, LLC3,055$401.1K0.21%2025-09-30
53Parallel Advisors, LLC3,065$399.6K0.21%2025-12-31
54Quantinno Capital Management LP3,038$396.2K0.21%2025-12-31
55Caitlin John, LLC3,022$394.0K0.20%2025-12-31
56FLAGSHIP HARBOR ADVISORS, LLC2,881$375.6K0.19%2025-12-31
57SIGNATURE ESTATE & INVESTMENT ADVISORS LLC2,802$365.3K0.19%2025-12-31
58SILVER OAK SECURITIES, INCORPORATED2,756$362.2K0.19%2025-12-31
59Focus Partners Advisor Solutions, LLC2,469$321.9K0.17%2025-12-31
60BANK OF MONTREAL /CAN/2,380$310.3K0.16%2025-12-31
61Elm3 Financial Group, LLC2,335$304.4K0.16%2025-12-31
62J.W. COLE ADVISORS, INC.2,362$302.9K0.16%2025-06-30
63JANE STREET GROUP, LLC2,269$295.8K0.15%2025-12-31
64Leo Wealth, LLC2,418$273.9K0.16%2024-06-30
65Parkside Financial Bank & Trust2,031$264.8K0.14%2025-12-31
66Graypoint LLC2,285$255.7K0.15%2024-03-31
67CITIZENS FINANCIAL GROUP INC/RI1,945$255.4K0.13%2025-09-30
68CITADEL ADVISORS LLC1,986$254.7K0.13%2025-06-30
69Cerity Partners LLC1,910$249.0K0.13%2025-12-31
70Ameritas Advisory Services, LLC1,903$248.1K0.13%2025-12-31
71BROWN WEALTH MANAGEMENT, LLC2,150$240.6K0.14%2024-03-31
72TOWNSQUARE CAPITAL LLC2,150$240.6K0.14%2024-03-31
73Tanglewood Wealth Management, Inc.1,755$225.0K0.12%2025-06-30
74Western Wealth Management, LLC1,707$222.5K0.11%2025-12-31
75Leonard Rickey Investment Advisors P.L.L.C.1,659$216.3K0.11%2025-12-31
76Raymond James Financial Services Advisors, Inc.1,783$202.6K0.12%2024-06-30
77Tower Research Capital LLC (TRC)1,295$168.8K0.08%2025-12-31
78Arax Advisory Partners782$102.0K0.05%2025-12-31
79HARBOUR INVESTMENTS, INC.566$73.8K0.03%2025-12-31
80MORGAN STANLEY515$67.1K0.03%2025-12-31
81NATIONAL BANK OF CANADA /FI/459$59.8K0.03%2025-12-31
82Geneos Wealth Management Inc.306$39.8K0.02%2025-12-31
83TUCKER ASSET MANAGEMENT LLC305$36.8K0.02%2024-12-31
84Physician Wealth Advisors, Inc.270$35.2K0.01%2025-12-31
85PROATHLETE WEALTH MANAGEMENT LLC229$30.0K0.01%2025-12-31
86ARMSTRONG ADVISORY GROUP, INC210$27.4K0.01%2025-12-31
87JONES FINANCIAL COMPANIES LLLP177$22.6K0.01%2025-06-30
88JPMORGAN CHASE & CO150$19.2K0.01%2025-06-30
89Steward Partners Investment Advisory, LLC130$16.9K0.00%2025-12-31
90AdvisorNet Financial, Inc116$15.1K0.00%2025-12-31
91City State Bank100$13.0K0.00%2025-12-31
92Triumph Capital Management97$12.6K0.00%2025-12-31
93Aptus Capital Advisors, LLC84$11.0K0.00%2025-12-31
94Farther Finance Advisors, LLC84$10.2K0.00%2024-09-30
95PRINCIPAL SECURITIES, INC.67$8.8K0.00%2025-09-30
96JFS WEALTH ADVISORS, LLC65$8.5K0.00%2025-12-31
97McIlrath & Eck, LLC63$8.2K0.00%2025-12-31
98NBC SECURITIES, INC.58$7.6K0.00%2025-12-31
99IFP Advisors, Inc51$6.7K0.00%2025-12-31
100Triad Wealth Partners, LLC35$4.0K0.00%2024-06-30
101Cambridge Investment Research Advisors, Inc.27,820$3.6K1.92%2025-12-31
102OneAscent Financial Services LLC8,102$1.0K0.56%2025-06-30
103Capital Analysts, LLC23$30.00%2025-09-30
104EverSource Wealth Advisors, LLC0$00.00%2024-09-30
105CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30