FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,198.08-0.07%
XLE57.060.34%
STOXX50E5,860.32-0.39%
XLF51.830.79%
FTSE10,321.09-0.56%
IXIC24,854.880.07%
RUT2,788.120.04%
GSPC7,172.830.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM
CUSIP 921935607

VANGUARD WELLINGTON FD

108 institutions · $208.3M total · 1,609,895 shares

#ManagerSharesValue% of TotalPeriod
1ANDERSON HOAGLAND & CO300,654$45.3M18.67%2025-12-31
2BRASS TAX WEALTH MANAGEMENT, INC165,537$23.9M10.28%2025-09-30
3ENVESTNET ASSET MANAGEMENT INC143,430$21.6M8.90%2025-12-31
4Per Stirling Capital Management, LLC.81,920$10.3M5.08%2025-03-31
5LPL Financial LLC67,490$10.2M4.19%2025-12-31
6UMB Bank, n.a.55,003$8.3M3.41%2025-12-31
7RAYMOND JAMES & ASSOCIATES60,506$7.9M3.75%2024-09-30
8Geneos Wealth Management Inc.42,641$6.4M2.64%2025-12-31
9Rooted Wealth Advisors, Inc.36,451$5.9M2.26%2025-12-31
10BARON SILVER STEVENS FINANCIAL ADVISORS, LLC36,207$5.5M2.24%2025-12-31
11RAYMOND JAMES FINANCIAL INC33,212$5.0M2.06%2025-12-31
12Partners in Financial Planning19,646$3.0M1.22%2025-12-31
13Walkner Condon Financial Advisors LLC17,461$2.6M1.08%2025-12-31
14VICTORY FINANCIAL GROUP, LLC15,623$2.4M0.97%2025-12-31
15TFB Advisors LLC14,973$2.3M0.93%2025-12-31
16Cedar Point Capital Partners, LLC14,116$2.1M0.87%2025-12-31
17HALBERT HARGROVE GLOBAL ADVISORS, LLC13,546$2.0M0.84%2025-12-31
18OSAIC HOLDINGS, INC.13,178$2.0M0.81%2025-12-31
19BARNES PETTEY FINANCIAL ADVISORS, LLC12,757$1.9M0.79%2025-12-31
20Onyx Bridge Wealth Group LLC12,330$1.9M0.76%2025-12-31
21GREAT VALLEY ADVISOR GROUP, INC.11,506$1.7M0.71%2025-12-31
22COMMONWEALTH EQUITY SERVICES, LLC10,814$1.6M0.67%2025-12-31
23&PARTNERS12,770$1.6M0.79%2025-03-31
24Transform Wealth, LLC12,170$1.5M0.75%2025-03-31
25Royal Bank of Canada9,346$1.4M0.58%2025-12-31
26Raymond James Financial Services Advisors, Inc.10,268$1.3M0.63%2024-09-30
27FIRST MANHATTAN CO. LLC.8,408$1.3M0.52%2025-12-31
28PERRYMAN FINANCIAL ADVISORY INC /AD8,302$1.3M0.51%2025-12-31
29UBS Group AG8,117$1.2M0.50%2025-12-31
30AQR CAPITAL MANAGEMENT LLC8,051$1.2M0.50%2025-12-31
31NewEdge Advisors, LLC7,905$1.2M0.49%2025-12-31
32STIFEL FINANCIAL CORP7,637$1.2M0.47%2025-12-31
33CITADEL ADVISORS LLC7,945$1.1M0.49%2025-06-30
34Seed Wealth Management, Inc.6,650$1.0M0.41%2025-12-31
35Clark Asset Management, LLC6,338$955.3K0.39%2025-12-31
36Focus Partners Advisor Solutions, LLC6,298$949.4K0.39%2025-12-31
37Apollon Wealth Management, LLC6,126$923.3K0.38%2025-12-31
38SIGNATURE ESTATE & INVESTMENT ADVISORS LLC6,112$921.2K0.37%2025-12-31
39OLD MISSION CAPITAL LLC6,603$888.1K0.41%2025-06-30
40RHS Financial, LLC5,687$857.2K0.35%2025-12-31
41CALTON & ASSOCIATES, INC.5,314$800.9K0.33%2025-12-31
42MML INVESTORS SERVICES, LLC4,628$697.5K0.28%2025-12-31
43BridgePort Financial Solutions, LLC4,384$660.8K0.27%2025-12-31
44Bank of New York Mellon Corp5,153$650.8K0.32%2025-03-31
45NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO15,093$624.7K0.93%2025-12-31
46Physician Wealth Advisors, Inc.3,808$574.0K0.23%2025-12-31
47L.M. KOHN & COMPANY3,812$481.5K0.23%2025-03-31
48Sanctuary Advisors, LLC2,970$447.6K0.18%2025-12-31
49SUSQUEHANNA INTERNATIONAL GROUP, LLP2,846$429.0K0.17%2025-12-31
50JANE STREET GROUP, LLC2,747$414.0K0.17%2025-12-31
51Benson Investment Management Company, Inc.2,729$411.3K0.16%2025-12-31
52Foundations Investment Advisors, LLC2,599$391.8K0.16%2025-12-31
53CARY STREET PARTNERS FINANCIAL LLC2,500$360.7K0.15%2025-09-30
54Kestra Advisory Services, LLC2,228$335.8K0.13%2025-12-31
55First Citizens Financial Corp2,227$335.7K0.13%2025-12-31
56CARY STREET PARTNERS INVESTMENT ADVISORY LLC2,500$326.0K0.15%2024-09-30
57Cassia Capital Partners, LLC2,150$324.1K0.13%2025-12-31
58COWA, LLC2,096$315.9K0.13%2025-12-31
59Dynamic Advisor Solutions LLC1,984$299.0K0.12%2025-12-31
60STUDIO INVESTMENT MANAGEMENT LLC1,818$274.0K0.11%2025-12-31
61Cherry Tree Wealth Management, LLC1,759$265.1K0.10%2025-12-31
62TITLEIST ASSET MANAGEMENT, LLC1,737$261.8K0.10%2025-12-31
63Modera Wealth Management, LLC1,721$259.4K0.10%2025-12-31
64INSIGNEO ADVISORY SERVICES, LLC1,982$258.4K0.12%2024-09-30
65MERCER GLOBAL ADVISORS INC /ADV1,917$250.3K0.11%2024-12-31
66Envestnet Portfolio Solutions, Inc.1,614$243.3K0.10%2025-12-31
67World Investment Advisors1,525$229.9K0.09%2025-12-31
68Savvy Advisors, Inc.1,489$224.4K0.09%2025-12-31
69Brookstone Capital Management1,659$216.6K0.10%2024-12-31
70Coquina Private Wealth LLC1,404$211.6K0.08%2025-12-31
71KESTRA PRIVATE WEALTH SERVICES, LLC1,535$206.5K0.09%2025-06-30
72Essex Financial Services, Inc.1,362$205.2K0.08%2025-12-31
73MONETA GROUP INVESTMENT ADVISORS LLC1,344$202.6K0.08%2025-12-31
74Parkside Financial Bank & Trust1,272$191.7K0.07%2025-12-31
75Harbor Asset Planning, Inc.1,206$181.8K0.07%2025-12-31
76LRI Investments, LLC1,123$169.2K0.06%2025-12-31
77TFC Financial Management, Inc.979$147.6K0.06%2025-12-31
78First Horizon Advisors, Inc.1,088$146.3K0.06%2025-06-30
79PRINCIPAL SECURITIES, INC.886$127.8K0.05%2025-09-30
80Bogart Wealth, LLC500$75.4K0.03%2025-12-31
81Ameritas Advisory Services, LLC442$63.8K0.02%2025-09-30
82Strategic Wealth Partners, Ltd.339$48.9K0.02%2025-09-30
83PRIVATE TRUST CO NA300$45.2K0.01%2025-12-31
84Tidemark, LLC289$43.6K0.01%2025-12-31
85JNBA Financial Advisors231$34.8K0.01%2025-12-31
86Steward Partners Investment Advisory, LLC215$32.4K0.01%2025-12-31
87Glass Jacobson Investment Advisors llc212$31.9K0.01%2025-12-31
88Global Retirement Partners, LLC204$30.8K0.01%2025-12-31
89McIlrath & Eck, LLC201$30.3K0.01%2025-12-31
90Pacific Center for Financial Services194$24.5K0.01%2025-03-31
91BANK OF AMERICA CORP /DE/150$22.6K0.00%2025-12-31
92Opus Capital Group, LLC105,395$15.9K6.54%2025-12-31
93NATIONAL BANK OF CANADA /FI/102$15.4K0.00%2025-12-31
94Glen Eagle Advisors, LLC100$15.1K0.00%2025-12-31
95Ankerstar Wealth, LLC94$14.2K0.00%2025-12-31
96Cambridge Investment Research Advisors, Inc.73,149$11.0K4.54%2025-12-31
97IFP Advisors, Inc60$8.1K0.00%2025-06-30
98HARBOUR INVESTMENTS, INC.44$6.3K0.00%2025-09-30
99BANK OF MONTREAL /CAN/45$6.1K0.00%2025-06-30
100GPS Wealth Strategies Group, LLC35$4.4K0.00%2025-03-31
101Frazier Financial Advisors, LLC31$4.1K0.00%2025-06-30
102Rockefeller Capital Management L.P.21$3.2K0.00%2025-12-31
103Ritter Daniher Financial Advisory LLC / DE9$1.4K0.00%2025-12-31
104MORGAN STANLEY8$1.2K0.00%2025-12-31
105CENTAURUS FINANCIAL, INC.2,601$3920.16%2025-12-31
106WELLS FARGO & COMPANY/MN1$1640.00%2025-12-31
107CITIGROUP INC1$1510.00%2025-12-31
108CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30