CUSIP 921935508
VANGUARD WELLINGTON FD
173 institutions · $573.0M total · 3,077,010 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | RITHOLTZ WEALTH MANAGEMENT | 651,008 | $124.5M | 21.15% | 2025-12-31 |
| 2 | Strategic Financial Services, Inc. | 284,153 | $58.5M | 9.23% | 2025-12-31 |
| 3 | GREAT VALLEY ADVISOR GROUP, INC. | 159,160 | $30.4M | 5.17% | 2025-12-31 |
| 4 | DAVIDSON INVESTMENT ADVISORS | 146,589 | $28.0M | 4.76% | 2025-12-31 |
| 5 | LPL Financial LLC | 140,128 | $26.8M | 4.55% | 2025-12-31 |
| 6 | CABOT WEALTH MANAGEMENT INC | 114,327 | $21.9M | 3.71% | 2025-12-31 |
| 7 | ANDERSON HOAGLAND & CO | 113,683 | $21.7M | 3.69% | 2025-12-31 |
| 8 | Systelligence, LLC | 105,314 | $20.1M | 3.42% | 2025-12-31 |
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 104,901 | $20.1M | 3.40% | 2025-12-31 |
| 10 | Cetera Investment Advisers | 85,311 | $16.3M | 2.77% | 2025-12-31 |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 84,162 | $16.1M | 2.73% | 2025-12-31 |
| 12 | RAYMOND JAMES FINANCIAL INC | 73,302 | $14.0M | 2.38% | 2025-12-31 |
| 13 | Financial Partners Group, Inc | 49,507 | $10.0M | 1.60% | 2025-12-31 |
| 14 | Armbruster Capital Management, Inc. | 44,991 | $8.6M | 1.46% | 2025-12-31 |
| 15 | UBS Group AG | 41,279 | $7.9M | 1.34% | 2025-12-31 |
| 16 | NewEdge Advisors, LLC | 33,307 | $6.4M | 1.08% | 2025-12-31 |
| 17 | Private Advisor Group, LLC | 32,393 | $6.2M | 1.05% | 2025-12-31 |
| 18 | Hobart Private Capital, LLC | 31,421 | $6.0M | 1.02% | 2025-12-31 |
| 19 | Merit Financial Group, LLC | 26,873 | $5.1M | 0.87% | 2025-12-31 |
| 20 | TWO SIGMA INVESTMENTS, LP | 29,300 | $5.1M | 0.95% | 2025-06-30 |
| 21 | BANK OF AMERICA CORP /DE/ | 26,194 | $5.0M | 0.85% | 2025-12-31 |
| 22 | &PARTNERS | 26,056 | $5.0M | 0.84% | 2025-12-31 |
| 23 | LINCOLN CAPITAL CORP | 25,877 | $4.9M | 0.84% | 2025-12-31 |
| 24 | Stratos Wealth Advisors, LLC | 25,313 | $4.8M | 0.82% | 2025-12-31 |
| 25 | Redhawk Wealth Advisors, Inc. | 22,673 | $4.3M | 0.73% | 2025-12-31 |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 19,708 | $3.8M | 0.64% | 2025-12-31 |
| 27 | UMB Bank, n.a. | 19,308 | $3.7M | 0.62% | 2025-12-31 |
| 28 | Financial Freedom, LLC | 18,421 | $3.5M | 0.59% | 2025-12-31 |
| 29 | OSAIC HOLDINGS, INC. | 18,068 | $3.5M | 0.58% | 2025-12-31 |
| 30 | Farther Finance Advisors, LLC | 14,581 | $2.8M | 0.47% | 2025-12-31 |
| 31 | Payne Capital LLC | 14,092 | $2.7M | 0.45% | 2025-12-31 |
| 32 | Wilkins Miller Wealth Management, LLC | 13,825 | $2.6M | 0.44% | 2025-12-31 |
| 33 | Kestra Advisory Services, LLC | 13,152 | $2.5M | 0.42% | 2025-12-31 |
| 34 | WIN ADVISORS, INC | 12,996 | $2.5M | 0.42% | 2025-12-31 |
| 35 | Nova R Wealth, Inc. | 12,082 | $2.3M | 0.39% | 2025-12-31 |
| 36 | Tidal Investments LLC | 10,470 | $2.0M | 0.34% | 2025-12-31 |
| 37 | Aspect Partners, LLC | 9,559 | $1.8M | 0.31% | 2025-12-31 |
| 38 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9,283 | $1.8M | 0.30% | 2025-12-31 |
| 39 | Certus Wealth Management, LLC | 9,080 | $1.7M | 0.29% | 2025-09-30 |
| 40 | Caitlin John, LLC | 8,981 | $1.7M | 0.29% | 2025-12-31 |
| 41 | Valued Retirements, Inc. | 8,337 | $1.6M | 0.27% | 2025-12-31 |
| 42 | IAM Advisory, LLC | 8,276 | $1.6M | 0.26% | 2025-12-31 |
| 43 | Compass Ion Advisors, LLC | 8,242 | $1.6M | 0.26% | 2025-12-31 |
| 44 | IEQ CAPITAL, LLC | 8,179 | $1.6M | 0.26% | 2025-12-31 |
| 45 | COMERICA BANK | 8,158 | $1.6M | 0.26% | 2025-12-31 |
| 46 | Nova Wealth Management, Inc. | 7,805 | $1.5M | 0.25% | 2025-12-31 |
| 47 | FULLCIRCLE WEALTH LLC | 8,046 | $1.4M | 0.26% | 2025-06-30 |
| 48 | BLB&B Advisors, LLC | 7,250 | $1.4M | 0.23% | 2025-12-31 |
| 49 | Clearstead Advisors, LLC | 7,051 | $1.3M | 0.22% | 2025-12-31 |
| 50 | OPPENHEIMER & CO INC | 6,634 | $1.3M | 0.21% | 2025-12-31 |
| 51 | PFG Advisors | 6,465 | $1.2M | 0.21% | 2025-12-31 |
| 52 | Northwest Capital Management Inc | 6,515 | $1.1M | 0.21% | 2025-06-30 |
| 53 | TFB Advisors LLC | 5,803 | $1.1M | 0.18% | 2025-12-31 |
| 54 | AVANTAX ADVISORY SERVICES, INC. | 6,415 | $1.1M | 0.20% | 2025-06-30 |
| 55 | Focus Partners Advisor Solutions, LLC | 5,659 | $1.1M | 0.18% | 2025-12-31 |
| 56 | Odyssey Capital Advisors, Inc. | 5,602 | $1.1M | 0.18% | 2025-12-31 |
| 57 | Wealthcare Advisory Partners LLC | 5,147 | $984.3K | 0.16% | 2025-12-31 |
| 58 | MERCER GLOBAL ADVISORS INC /ADV | 5,037 | $963.3K | 0.16% | 2025-12-31 |
| 59 | Global Retirement Partners, LLC | 4,735 | $905.6K | 0.15% | 2025-12-31 |
| 60 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4,571 | $874.2K | 0.14% | 2025-12-31 |
| 61 | HARBOUR INVESTMENTS, INC. | 4,236 | $810.2K | 0.13% | 2025-12-31 |
| 62 | MML INVESTORS SERVICES, LLC | 3,980 | $761.2K | 0.12% | 2025-12-31 |
| 63 | Diversify Advisory Services, LLC | 3,671 | $758.5K | 0.11% | 2025-12-31 |
| 64 | Apollon Wealth Management, LLC | 3,939 | $753.3K | 0.12% | 2025-12-31 |
| 65 | CITADEL ADVISORS LLC | 3,930 | $753.0K | 0.12% | 2025-09-30 |
| 66 | Kathmere Capital Management, LLC | 3,842 | $734.8K | 0.12% | 2025-12-31 |
| 67 | PRINCIPAL SECURITIES, INC. | 3,720 | $711.4K | 0.12% | 2025-12-31 |
| 68 | SMITH, MOORE & CO. | 3,601 | $688.7K | 0.11% | 2025-12-31 |
| 69 | SAGESPRING WEALTH PARTNERS, LLC | 3,467 | $663.0K | 0.11% | 2025-12-31 |
| 70 | Royal Bank of Canada | 3,390 | $648.0K | 0.11% | 2025-12-31 |
| 71 | United Advisor Group, LLC | 3,303 | $631.7K | 0.10% | 2025-12-31 |
| 72 | OneDigital Investment Advisors LLC | 3,287 | $628.6K | 0.10% | 2025-12-31 |
| 73 | Signal Advisors Wealth, LLC | 3,242 | $620.1K | 0.10% | 2025-12-31 |
| 74 | LAZARI CAPITAL MANAGEMENT, INC. | 3,083 | $589.7K | 0.10% | 2025-12-31 |
| 75 | Soltis Investment Advisors LLC | 3,066 | $586.3K | 0.09% | 2025-12-31 |
| 76 | OLD MISSION CAPITAL LLC | 2,971 | $568.2K | 0.09% | 2025-12-31 |
| 77 | Breakwater Capital Group | 2,843 | $543.7K | 0.09% | 2025-12-31 |
| 78 | Advisory Services Network, LLC | 2,830 | $541.2K | 0.09% | 2025-12-31 |
| 79 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,724 | $521.0K | 0.08% | 2025-12-31 |
| 80 | Cerity Partners LLC | 2,680 | $512.6K | 0.08% | 2025-12-31 |
| 81 | JANE STREET GROUP, LLC | 2,547 | $487.1K | 0.08% | 2025-12-31 |
| 82 | CreativeOne Wealth, LLC | 2,520 | $481.9K | 0.08% | 2025-12-31 |
| 83 | Mariner, LLC | 2,484 | $475.1K | 0.08% | 2025-12-31 |
| 84 | PARTNERS WEALTH MANAGEMENT, LLC | 2,463 | $471.1K | 0.08% | 2025-12-31 |
| 85 | Waverly Advisors, LLC | 2,412 | $461.4K | 0.07% | 2025-12-31 |
| 86 | Virtus Family Office LLC | 2,360 | $451.4K | 0.07% | 2025-12-31 |
| 87 | TECTONIC ADVISORS LLC | 2,337 | $446.9K | 0.07% | 2025-12-31 |
| 88 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,336 | $446.8K | 0.07% | 2025-12-31 |
| 89 | Seed Wealth Management, Inc. | 2,330 | $445.6K | 0.07% | 2025-12-31 |
| 90 | FLAGSHIP WEALTH ADVISORS, LLC | 2,250 | $430.3K | 0.07% | 2025-12-31 |
| 91 | Chicago Partners Investment Group LLC | 2,072 | $427.7K | 0.06% | 2025-12-31 |
| 92 | MORGAN STANLEY | 2,228 | $426.1K | 0.07% | 2025-12-31 |
| 93 | DAVIDSON TRUST CO | 2,218 | $424.2K | 0.07% | 2025-12-31 |
| 94 | Concurrent Investment Advisors, LLC | 2,166 | $414.2K | 0.07% | 2025-12-31 |
| 95 | PACIFIC SUN FINANCIAL CORP | 2,139 | $409.1K | 0.06% | 2025-12-31 |
| 96 | Riverview Trust Co | 2,128 | $407.0K | 0.06% | 2025-12-31 |
| 97 | Clark Wealth Partners | 2,007 | $383.8K | 0.06% | 2025-12-31 |
| 98 | CORE WEALTH ADVISORS, LLC | 2,007 | $383.8K | 0.06% | 2025-12-31 |
| 99 | Orion Porfolio Solutions, LLC | 1,993 | $381.2K | 0.06% | 2025-12-31 |
| 100 | Graypoint LLC | 2,135 | $368.3K | 0.06% | 2025-06-30 |
| 101 | SCS Capital Management LLC | 1,889 | $361.2K | 0.06% | 2025-12-31 |
| 102 | Creative Planning | 1,886 | $360.7K | 0.06% | 2025-12-31 |
| 103 | GSG Advisors LLC | 1,801 | $344.4K | 0.05% | 2025-12-31 |
| 104 | Atria Wealth Solutions, Inc. | 1,955 | $337.3K | 0.06% | 2025-06-30 |
| 105 | Orcam Financial Group | 1,743 | $333.3K | 0.05% | 2025-12-31 |
| 106 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,659 | $332.6K | 0.05% | 2025-12-31 |
| 107 | Arkadios Wealth Advisors | 1,712 | $327.4K | 0.05% | 2025-12-31 |
| 108 | SILVER OAK SECURITIES, INCORPORATED | 1,621 | $312.4K | 0.05% | 2025-12-31 |
| 109 | AdvisorNet Financial, Inc | 1,600 | $305.9K | 0.05% | 2025-12-31 |
| 110 | Stonehearth Capital Management, LLC | 1,561 | $298.5K | 0.05% | 2025-12-31 |
| 111 | Foster Group, Inc. | 1,537 | $294.0K | 0.04% | 2025-12-31 |
| 112 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,529 | $292.4K | 0.04% | 2025-12-31 |
| 113 | Robertson Stephens Wealth Management, LLC | 1,509 | $288.7K | 0.04% | 2025-12-31 |
| 114 | Coquina Private Wealth LLC | 1,484 | $283.8K | 0.04% | 2025-12-31 |
| 115 | KESTRA PRIVATE WEALTH SERVICES, LLC | 1,342 | $256.7K | 0.04% | 2025-12-31 |
| 116 | Avant Capital LLC | 1,279 | $244.6K | 0.04% | 2025-12-31 |
| 117 | STIFEL FINANCIAL CORP | 1,275 | $243.9K | 0.04% | 2025-12-31 |
| 118 | Alesco Advisors LLC | 1,275 | $243.8K | 0.04% | 2025-12-31 |
| 119 | Equitable Holdings, Inc. | 1,267 | $242.3K | 0.04% | 2025-12-31 |
| 120 | Prospera Financial Services Inc | 1,237 | $236.6K | 0.04% | 2025-12-31 |
| 121 | Quantinno Capital Management LP | 1,220 | $233.3K | 0.03% | 2025-12-31 |
| 122 | Cadence Bank | 1,200 | $229.5K | 0.03% | 2025-12-31 |
| 123 | MELFA WEALTH MANAGEMENT, INC. | 1,185 | $226.6K | 0.03% | 2025-12-31 |
| 124 | Clear Creek Financial Management, LLC | 1,183 | $226.2K | 0.03% | 2025-12-31 |
| 125 | Perigon Wealth Management, LLC | 1,164 | $222.6K | 0.03% | 2025-12-31 |
| 126 | Apeiron RIA LLC | 1,047 | $214.2K | 0.03% | 2025-12-31 |
| 127 | Belpointe Asset Management LLC | 1,119 | $214.0K | 0.03% | 2025-12-31 |
| 128 | KEYBANK NATIONAL ASSOCIATION/OH | 1,100 | $210.4K | 0.03% | 2025-12-31 |
| 129 | Parallel Advisors, LLC | 1,100 | $210.4K | 0.03% | 2025-12-31 |
| 130 | J.W. COLE ADVISORS, INC. | 1,046 | $200.4K | 0.03% | 2025-09-30 |
| 131 | Federation des caisses Desjardins du Quebec | 535 | $102.3K | 0.01% | 2025-12-31 |
| 132 | City State Bank | 520 | $99.5K | 0.01% | 2025-12-31 |
| 133 | High Note Wealth, LLC | 477 | $91.2K | 0.01% | 2025-12-31 |
| 134 | Tower Research Capital LLC (TRC) | 470 | $89.9K | 0.01% | 2025-12-31 |
| 135 | First Horizon Advisors, Inc. | 454 | $78.3K | 0.01% | 2025-06-30 |
| 136 | PNC Financial Services Group, Inc. | 400 | $76.5K | 0.01% | 2025-12-31 |
| 137 | Strategic Wealth Partners, Ltd. | 352 | $67.4K | 0.01% | 2025-09-30 |
| 138 | Ameritas Advisory Services, LLC | 335 | $64.2K | 0.01% | 2025-09-30 |
| 139 | North Star Investment Management Corp. | 325 | $62.2K | 0.01% | 2025-12-31 |
| 140 | Geneos Wealth Management Inc. | 243 | $46.5K | 0.00% | 2025-12-31 |
| 141 | Harbor Asset Planning, Inc. | 240 | $45.9K | 0.00% | 2025-12-31 |
| 142 | Parkside Financial Bank & Trust | 215 | $41.1K | 0.00% | 2025-12-31 |
| 143 | Transce3nd, LLC | 203 | $35.0K | 0.00% | 2025-06-30 |
| 144 | Versant Capital Management, Inc | 141 | $27.0K | 0.00% | 2025-12-31 |
| 145 | BARRETT & COMPANY, INC. | 125 | $23.9K | 0.00% | 2025-12-31 |
| 146 | ATLAS CAPITAL ADVISORS INC. | 116 | $22.2K | 0.00% | 2025-12-31 |
| 147 | Glass Jacobson Investment Advisors llc | 105 | $20.1K | 0.00% | 2025-12-31 |
| 148 | Tidemark, LLC | 104 | $19.9K | 0.00% | 2025-12-31 |
| 149 | SALEM INVESTMENT COUNSELORS INC | 68 | $13.0K | 0.00% | 2025-09-30 |
| 150 | WELLS FARGO & COMPANY/MN | 63 | $12.1K | 0.00% | 2025-12-31 |
| 151 | Spire Wealth Management | 41 | $7.9K | 0.00% | 2025-12-31 |
| 152 | Central Pacific Bank - Trust Division | 39 | $7.5K | 0.00% | 2025-12-31 |
| 153 | AE Wealth Management LLC | 37 | $7.1K | 0.00% | 2025-12-31 |
| 154 | Sunbelt Securities, Inc. | 32 | $6.1K | 0.00% | 2025-12-31 |
| 155 | Thrivent Financial for Lutherans | 29,592 | $5.7K | 0.96% | 2025-12-31 |
| 156 | Cambridge Investment Research Advisors, Inc. | 20,847 | $4.0K | 0.67% | 2025-12-31 |
| 157 | Betterment LLC | 20,783 | $4.0K | 0.67% | 2025-12-31 |
| 158 | IFP Advisors, Inc | 20 | $3.8K | 0.00% | 2025-12-31 |
| 159 | Russell Investments Group, Ltd. | 19 | $3.6K | 0.00% | 2025-12-31 |
| 160 | JPMORGAN CHASE & CO | 15 | $3.0K | 0.00% | 2025-12-31 |
| 161 | Quent Capital, LLC | 15 | $2.9K | 0.00% | 2025-12-31 |
| 162 | WEDBUSH SECURITIES INC | 11,148 | $2.1K | 0.36% | 2025-12-31 |
| 163 | Janney Montgomery Scott LLC | 9,288 | $1.8K | 0.30% | 2025-12-31 |
| 164 | GHP Investment Advisors, Inc. | 9 | $1.7K | 0.00% | 2025-12-31 |
| 165 | Rockefeller Capital Management L.P. | 7 | $1.3K | 0.00% | 2025-12-31 |
| 166 | THOROUGHBRED FINANCIAL SERVICES, LLC | 6,121 | $1.2K | 0.19% | 2025-12-31 |
| 167 | HUNTINGTON NATIONAL BANK | 3 | $575 | 0.00% | 2025-09-30 |
| 168 | PARK AVENUE SECURITIES LLC | 2,619 | $501 | 0.08% | 2025-12-31 |
| 169 | BlackRock, Inc. | 1 | $137 | 0.00% | 2025-12-31 |
| 170 | Capital Analysts, LLC | 409 | $78 | 0.01% | 2025-12-31 |
| 171 | Avion Wealth | 107 | $20 | 0.00% | 2025-12-31 |
| 172 | CWM, LLC | 85 | $16 | 0.00% | 2025-12-31 |
| 173 | Cloud Capital Management, LLC | 65 | $12 | 0.00% | 2025-09-30 |