CUSIP 921935706
VANGUARD WELLINGTON FD
112 institutions · $197.6M total · 1,355,892 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Armbruster Capital Management, Inc. | 186,040 | $28.5M | 13.72% | 2025-12-31 |
| 2 | Systelligence, LLC | 180,284 | $25.4M | 13.29% | 2024-12-31 |
| 3 | Foundations Investment Advisors, LLC | 126,924 | $19.5M | 9.36% | 2025-12-31 |
| 4 | Pure Financial Advisors, LLC | 117,076 | $18.0M | 8.63% | 2025-12-31 |
| 5 | Focus Partners Wealth | 77,777 | $11.9M | 5.73% | 2025-12-31 |
| 6 | Cedar Point Capital Partners, LLC | 67,138 | $10.3M | 4.95% | 2025-12-31 |
| 7 | Genesis Wealth Advisors, LLC | 57,030 | $8.7M | 4.20% | 2025-12-31 |
| 8 | Hobart Private Capital, LLC | 43,316 | $6.6M | 3.19% | 2025-12-31 |
| 9 | LPL Financial LLC | 39,270 | $6.0M | 2.89% | 2025-12-31 |
| 10 | Professional Financial Advisors, LLC | 27,663 | $4.2M | 2.04% | 2025-12-31 |
| 11 | Journey Advisory Group, LLC | 30,691 | $4.1M | 2.26% | 2024-12-31 |
| 12 | Cannon Wealth Management Services, LLC | 26,534 | $4.1M | 1.95% | 2025-12-31 |
| 13 | OSAIC HOLDINGS, INC. | 25,230 | $3.9M | 1.86% | 2025-12-31 |
| 14 | BEACON FINANCIAL PLANNING, INC | 19,040 | $2.9M | 1.40% | 2025-12-31 |
| 15 | Royal Fund Management, LLC | 15,389 | $2.4M | 1.13% | 2025-12-31 |
| 16 | Coastline Trust Co | 14,386 | $2.2M | 1.06% | 2025-12-31 |
| 17 | STIFEL FINANCIAL CORP | 14,926 | $2.1M | 1.10% | 2025-06-30 |
| 18 | Chicago Partners Investment Group LLC | 12,081 | $1.9M | 0.89% | 2025-12-31 |
| 19 | Corient Private Wealth LLC | 12,191 | $1.9M | 0.89% | 2025-12-31 |
| 20 | NWAM LLC | 12,262 | $1.9M | 0.90% | 2025-12-31 |
| 21 | Total Clarity Wealth Management, Inc. | 9,831 | $1.4M | 0.72% | 2025-06-30 |
| 22 | TWO SIGMA INVESTMENTS, LP | 8,400 | $1.3M | 0.61% | 2025-09-30 |
| 23 | BANK OF AMERICA CORP /DE/ | 7,954 | $1.2M | 0.58% | 2025-12-31 |
| 24 | Root Financial Partners, LLC | 7,914 | $1.2M | 0.58% | 2025-12-31 |
| 25 | Integrated Wealth Concepts LLC | 7,724 | $1.2M | 0.56% | 2025-12-31 |
| 26 | INTERACTIVE FINANCIAL ADVISORS, INC. | 7,696 | $1.2M | 0.56% | 2025-12-31 |
| 27 | RAYMOND JAMES FINANCIAL INC | 7,455 | $1.1M | 0.54% | 2025-12-31 |
| 28 | Envestnet Portfolio Solutions, Inc. | 6,145 | $942.7K | 0.45% | 2025-12-31 |
| 29 | OLD MISSION CAPITAL LLC | 5,804 | $890.4K | 0.42% | 2025-12-31 |
| 30 | Vise Technologies, Inc. | 5,533 | $848.8K | 0.40% | 2025-12-31 |
| 31 | Caitlin John, LLC | 5,447 | $835.6K | 0.40% | 2025-12-31 |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,311 | $814.8K | 0.39% | 2025-12-31 |
| 33 | TD Waterhouse Canada Inc. | 5,771 | $813.1K | 0.42% | 2024-12-31 |
| 34 | D.A. DAVIDSON & CO. | 4,970 | $762.4K | 0.36% | 2025-12-31 |
| 35 | GOLDMAN SACHS GROUP INC | 4,612 | $707.5K | 0.34% | 2025-12-31 |
| 36 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,387 | $693.3K | 0.32% | 2025-12-31 |
| 37 | Kathmere Capital Management, LLC | 4,349 | $667.2K | 0.32% | 2025-12-31 |
| 38 | GSG Advisors LLC | 4,283 | $657.0K | 0.31% | 2025-12-31 |
| 39 | Sanctuary Advisors, LLC | 4,471 | $642.6K | 0.32% | 2025-12-31 |
| 40 | Arrowroot Family Office, LLC | 4,141 | $635.3K | 0.30% | 2025-12-31 |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 4,077 | $625.4K | 0.30% | 2025-12-31 |
| 42 | Strategic Blueprint, LLC | 4,024 | $607.0K | 0.29% | 2025-09-30 |
| 43 | BIP Wealth, LLC | 3,822 | $586.4K | 0.28% | 2025-12-31 |
| 44 | Security Financial Services, INC. | 3,683 | $564.9K | 0.27% | 2025-12-31 |
| 45 | Creative Planning | 3,626 | $556.3K | 0.26% | 2025-12-31 |
| 46 | Kraft, Davis & Associates, LLC | 3,434 | $542.2K | 0.25% | 2025-12-31 |
| 47 | Private Advisor Group, LLC | 3,400 | $521.6K | 0.25% | 2025-12-31 |
| 48 | JANE STREET GROUP, LLC | 3,311 | $507.9K | 0.24% | 2025-12-31 |
| 49 | Destiny Wealth Partners, LLC | 3,129 | $495.5K | 0.23% | 2025-12-31 |
| 50 | CITADEL ADVISORS LLC | 3,657 | $488.8K | 0.26% | 2025-03-31 |
| 51 | AE Wealth Management LLC | 3,173 | $486.8K | 0.23% | 2025-12-31 |
| 52 | Royal Bank of Canada | 2,631 | $404.0K | 0.19% | 2025-12-31 |
| 53 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,304 | $393.2K | 0.16% | 2025-12-31 |
| 54 | WealthCare Investment Partners, LLC | 2,548 | $392.4K | 0.18% | 2025-12-31 |
| 55 | Walkner Condon Financial Advisors LLC | 2,365 | $362.8K | 0.17% | 2025-12-31 |
| 56 | Dynamic Advisor Solutions LLC | 2,045 | $313.7K | 0.15% | 2025-12-31 |
| 57 | KINGSWOOD WEALTH ADVISORS, LLC | 2,000 | $306.8K | 0.14% | 2025-12-31 |
| 58 | JPMORGAN CHASE & CO | 1,790 | $274.6K | 0.13% | 2025-12-31 |
| 59 | Aptus Capital Advisors, LLC | 1,761 | $270.2K | 0.12% | 2025-12-31 |
| 60 | Cerity Partners LLC | 1,607 | $246.5K | 0.11% | 2025-12-31 |
| 61 | MELFA WEALTH MANAGEMENT, INC. | 1,593 | $244.4K | 0.11% | 2025-12-31 |
| 62 | Orion Porfolio Solutions, LLC | 1,667 | $238.2K | 0.12% | 2025-06-30 |
| 63 | &PARTNERS | 1,473 | $226.0K | 0.10% | 2025-12-31 |
| 64 | Blackston Financial Advisory Group, LLC | 1,448 | $222.1K | 0.10% | 2025-12-31 |
| 65 | United Advisor Group, LLC | 1,380 | $211.7K | 0.10% | 2025-12-31 |
| 66 | Quotient Wealth Partners, LLC | 1,343 | $206.0K | 0.09% | 2025-12-31 |
| 67 | Synergy Asset Management, LLC | 1,433 | $206.0K | 0.10% | 2025-09-30 |
| 68 | Apollon Wealth Management, LLC | 1,333 | $204.5K | 0.09% | 2025-12-31 |
| 69 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,330 | $200.6K | 0.09% | 2025-09-30 |
| 70 | PNC Financial Services Group, Inc. | 1,000 | $153.4K | 0.07% | 2025-12-31 |
| 71 | Center for Financial Planning, Inc. | 900 | $138.1K | 0.06% | 2025-12-31 |
| 72 | UBS Group AG | 756 | $116.0K | 0.05% | 2025-12-31 |
| 73 | IFP Advisors, Inc | 736 | $112.9K | 0.05% | 2025-12-31 |
| 74 | SALEM INVESTMENT COUNSELORS INC | 695 | $104.8K | 0.05% | 2025-09-30 |
| 75 | COMERICA BANK | 580 | $89.0K | 0.04% | 2025-12-31 |
| 76 | Kestra Advisory Services, LLC | 574 | $88.1K | 0.04% | 2025-12-31 |
| 77 | GLENMEDE TRUST CO NA | 594 | $79.4K | 0.04% | 2025-03-31 |
| 78 | MORGAN STANLEY | 457 | $70.1K | 0.03% | 2025-12-31 |
| 79 | FIRST COMMUNITY TRUST NA | 450 | $69.0K | 0.03% | 2025-12-31 |
| 80 | Glass Jacobson Investment Advisors llc | 442 | $67.8K | 0.03% | 2025-12-31 |
| 81 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 438 | $67.2K | 0.03% | 2025-12-31 |
| 82 | Beaird Harris Wealth Management, LLC | 302 | $46.3K | 0.02% | 2025-12-31 |
| 83 | Tidemark, LLC | 278 | $42.6K | 0.02% | 2025-12-31 |
| 84 | McIlrath & Eck, LLC | 274 | $42.0K | 0.02% | 2025-12-31 |
| 85 | JNBA Financial Advisors | 215 | $33.0K | 0.01% | 2025-12-31 |
| 86 | MATHER GROUP, LLC. | 213 | $32.1K | 0.01% | 2025-09-30 |
| 87 | SIGNATUREFD, LLC | 207 | $31.8K | 0.01% | 2025-12-31 |
| 88 | Farther Finance Advisors, LLC | 204 | $31.3K | 0.01% | 2025-12-31 |
| 89 | Wealthspire Advisors, LLC | 177 | $26.8K | 0.01% | 2025-09-30 |
| 90 | BLAIR WILLIAM & CO/IL | 170 | $26.1K | 0.01% | 2025-12-31 |
| 91 | Horizon Investments, LLC | 132 | $20.3K | 0.00% | 2025-12-31 |
| 92 | Raleigh Capital Management Inc. | 129 | $19.9K | 0.00% | 2025-12-31 |
| 93 | City State Bank | 100 | $15.3K | 0.00% | 2025-12-31 |
| 94 | LRI Investments, LLC | 69 | $10.6K | 0.00% | 2025-12-31 |
| 95 | AdvisorNet Financial, Inc | 67 | $10.2K | 0.00% | 2025-12-31 |
| 96 | Ameritas Advisory Services, LLC | 55 | $7.9K | 0.00% | 2025-06-30 |
| 97 | Rockefeller Capital Management L.P. | 42 | $6.4K | 0.00% | 2025-12-31 |
| 98 | Triumph Capital Management | 37 | $5.7K | 0.00% | 2025-12-31 |
| 99 | TD Capital Management LLC | 36 | $5.5K | 0.00% | 2025-12-31 |
| 100 | US BANCORP \DE\ | 34 | $4.9K | 0.00% | 2025-06-30 |
| 101 | FSA Wealth Management LLC | 26 | $4.9K | 0.00% | 2025-09-30 |
| 102 | Capital Advisors, Ltd. LLC | 23,817 | $3.7K | 1.75% | 2025-12-31 |
| 103 | WELLS FARGO & COMPANY/MN | 20 | $3.1K | 0.00% | 2025-12-31 |
| 104 | Parallel Advisors, LLC | 20 | $2.9K | 0.00% | 2025-06-30 |
| 105 | M Holdings Securities, Inc. | 16,417 | $2.5K | 1.21% | 2025-12-31 |
| 106 | Steward Partners Investment Advisory, LLC | 7 | $1.1K | 0.00% | 2025-12-31 |
| 107 | Cambridge Investment Research Advisors, Inc. | 4,063 | $623 | 0.29% | 2025-12-31 |
| 108 | THOROUGHBRED FINANCIAL SERVICES, LLC | 2,080 | $319 | 0.15% | 2025-12-31 |
| 109 | BlackRock, Inc. | 1 | $141 | 0.00% | 2025-12-31 |
| 110 | FMR LLC | 0 | $47 | 0.00% | 2025-12-31 |
| 111 | CWM, LLC | 245 | $38 | 0.01% | 2025-12-31 |
| 112 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |