CUSIP 921935805
VANGUARD WELLINGTON FD
127 institutions · $385.2M total · 2,987,127 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 519,849 | $69.0M | 17.40% | 2025-12-31 |
| 2 | Armbruster Capital Management, Inc. | 428,220 | $56.9M | 14.33% | 2025-12-31 |
| 3 | BANK OF AMERICA CORP /DE/ | 385,000 | $49.1M | 12.88% | 2025-12-31 |
| 4 | ANDERSON HOAGLAND & CO | 247,540 | $32.9M | 8.28% | 2025-12-31 |
| 5 | Equitable Holdings, Inc. | 188,842 | $25.1M | 6.32% | 2025-12-31 |
| 6 | BURRUS FINANCIAL SERVICES, INC. | 182,000 | $22.1M | 6.09% | 2025-12-31 |
| 7 | MENORA MIVTACHIM HOLDINGS LTD. | 96,723 | $12.8M | 3.23% | 2025-12-31 |
| 8 | RWA WEALTH PARTNERS, LLC | 83,008 | $11.0M | 2.77% | 2025-12-31 |
| 9 | Sterling Manor Financial, LLC | 62,515 | $8.3M | 2.09% | 2025-12-31 |
| 10 | LPL Financial LLC | 61,272 | $8.1M | 2.05% | 2025-12-31 |
| 11 | UMB Bank, n.a. | 50,392 | $6.7M | 1.68% | 2025-12-31 |
| 12 | Capital Advisors Wealth Management, LLC | 41,942 | $5.6M | 1.40% | 2025-12-31 |
| 13 | RFP Financial Group LLC | 35,150 | $4.7M | 1.17% | 2025-12-31 |
| 14 | NewEdge Advisors, LLC | 40,439 | $4.6M | 1.35% | 2025-03-31 |
| 15 | RAYMOND JAMES FINANCIAL INC | 33,873 | $4.5M | 1.13% | 2025-12-31 |
| 16 | EP Wealth Advisors, LLC | 33,610 | $4.5M | 1.12% | 2025-12-31 |
| 17 | Lebenthal Global Advisors, LLC | 30,965 | $4.1M | 1.03% | 2025-12-31 |
| 18 | Sequoia Financial Advisors, LLC | 26,340 | $3.5M | 0.88% | 2025-12-31 |
| 19 | LEAVELL INVESTMENT MANAGEMENT, INC. | 21,500 | $2.5M | 0.71% | 2025-03-31 |
| 20 | McIlrath & Eck, LLC | 17,559 | $2.3M | 0.58% | 2025-12-31 |
| 21 | OSAIC HOLDINGS, INC. | 16,702 | $2.2M | 0.55% | 2025-12-31 |
| 22 | Cerity Partners LLC | 14,611 | $1.9M | 0.48% | 2025-12-31 |
| 23 | BROWN ADVISORY INC | 14,406 | $1.9M | 0.48% | 2025-12-31 |
| 24 | Sovereign Financial Group, Inc. | 13,362 | $1.8M | 0.44% | 2025-12-31 |
| 25 | Royal Bank of Canada | 12,191 | $1.6M | 0.40% | 2025-12-31 |
| 26 | TWO SIGMA INVESTMENTS, LP | 11,400 | $1.5M | 0.38% | 2025-12-31 |
| 27 | Cresset Asset Management, LLC | 12,299 | $1.5M | 0.41% | 2025-06-30 |
| 28 | Compass Advisory Group LLC | 10,307 | $1.4M | 0.34% | 2025-12-31 |
| 29 | Visionary Wealth Advisors | 9,471 | $1.3M | 0.31% | 2025-12-31 |
| 30 | WHITTIER TRUST CO | 9,024 | $1.2M | 0.30% | 2025-12-31 |
| 31 | CoreFirst Bank & Trust | 9,069 | $1.2M | 0.30% | 2025-12-31 |
| 32 | Savant Capital, LLC | 8,881 | $1.2M | 0.29% | 2025-12-31 |
| 33 | Keystone Financial Group | 8,669 | $1.2M | 0.29% | 2025-12-31 |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 8,601 | $1.1M | 0.28% | 2025-12-31 |
| 35 | Long Island Wealth Management, Inc. | 8,466 | $1.1M | 0.28% | 2025-12-31 |
| 36 | Parkworth Wealth Management, Inc. | 8,568 | $1.0M | 0.28% | 2025-06-30 |
| 37 | UBS Group AG | 7,525 | $999.2K | 0.25% | 2025-12-31 |
| 38 | Kathmere Capital Management, LLC | 7,508 | $996.9K | 0.25% | 2025-12-31 |
| 39 | Rockingstone Advisors LLC | 7,192 | $955.0K | 0.24% | 2025-12-31 |
| 40 | BANK OF MONTREAL /CAN/ | 7,002 | $929.7K | 0.23% | 2025-12-31 |
| 41 | Mariner, LLC | 6,911 | $917.6K | 0.23% | 2025-12-31 |
| 42 | Fortis Advisors, LLC | 6,473 | $859.5K | 0.21% | 2025-12-31 |
| 43 | Stonehearth Capital Management, LLC | 6,354 | $843.7K | 0.21% | 2025-12-31 |
| 44 | Private Advisor Group, LLC | 6,135 | $814.6K | 0.20% | 2025-12-31 |
| 45 | D.A. DAVIDSON & CO. | 5,655 | $750.9K | 0.18% | 2025-12-31 |
| 46 | Glenmede Investment Management, LP | 5,810 | $741.0K | 0.19% | 2025-09-30 |
| 47 | Financial Engines Advisors L.L.C. | 5,561 | $738.4K | 0.18% | 2025-12-31 |
| 48 | Financial Partners Group, Inc | 5,230 | $724.5K | 0.17% | 2025-12-31 |
| 49 | ENVESTNET ASSET MANAGEMENT INC | 5,379 | $636.3K | 0.18% | 2025-06-30 |
| 50 | Essex Financial Services, Inc. | 4,375 | $580.9K | 0.14% | 2025-12-31 |
| 51 | MERCER GLOBAL ADVISORS INC /ADV | 4,343 | $576.7K | 0.14% | 2025-12-31 |
| 52 | Tower Research Capital LLC (TRC) | 4,561 | $539.6K | 0.15% | 2025-06-30 |
| 53 | Sanctuary Advisors, LLC | 3,622 | $480.9K | 0.12% | 2025-12-31 |
| 54 | Sunbelt Securities, Inc. | 3,342 | $443.8K | 0.11% | 2025-12-31 |
| 55 | GOLDMAN SACHS GROUP INC | 3,261 | $433.0K | 0.10% | 2025-12-31 |
| 56 | Orion Portfolio Solutions, LLC | 3,606 | $426.9K | 0.12% | 2025-03-31 |
| 57 | Orion Porfolio Solutions, LLC | 3,160 | $419.6K | 0.10% | 2025-12-31 |
| 58 | Hara Capital LLC | 3,146 | $417.7K | 0.10% | 2025-12-31 |
| 59 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,119 | $414.1K | 0.10% | 2025-12-31 |
| 60 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,953 | $400.8K | 0.09% | 2025-12-31 |
| 61 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,700 | $368.8K | 0.09% | 2025-12-31 |
| 62 | Crossmark Global Holdings, Inc. | 2,738 | $348.7K | 0.09% | 2025-09-30 |
| 63 | Smart Money Group LLC | 2,503 | $332.3K | 0.08% | 2025-12-31 |
| 64 | Gotham Asset Management, LLC | 18,636 | $290.3K | 0.62% | 2025-06-30 |
| 65 | Integrated Wealth Concepts LLC | 2,167 | $287.8K | 0.07% | 2025-12-31 |
| 66 | Graypoint LLC | 2,419 | $286.2K | 0.08% | 2025-06-30 |
| 67 | MELFA WEALTH MANAGEMENT, INC. | 2,155 | $286.1K | 0.07% | 2025-12-31 |
| 68 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 2,105 | $279.6K | 0.07% | 2025-12-31 |
| 69 | Stokes Family Office, LLC | 2,068 | $274.6K | 0.06% | 2025-12-31 |
| 70 | TWO SIGMA SECURITIES, LLC | 2,308 | $273.0K | 0.07% | 2025-06-30 |
| 71 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,096 | $267.3K | 0.07% | 2025-09-30 |
| 72 | Daviman Financial, LLC | 1,962 | $260.5K | 0.06% | 2025-12-31 |
| 73 | MOTIVE WEALTH ADVISORS | 1,942 | $257.9K | 0.06% | 2025-12-31 |
| 74 | Partners in Financial Planning | 2,403 | $254.1K | 0.08% | 2025-03-31 |
| 75 | LAM GROUP, INC. | 1,980 | $252.5K | 0.06% | 2025-09-30 |
| 76 | Parkside Financial Bank & Trust | 1,808 | $240.1K | 0.06% | 2025-12-31 |
| 77 | World Investment Advisors | 1,868 | $236.3K | 0.06% | 2025-12-31 |
| 78 | Exit Wealth Advisors, LLC. | 1,770 | $235.0K | 0.05% | 2025-12-31 |
| 79 | Quantinno Capital Management LP | 1,705 | $226.4K | 0.05% | 2025-12-31 |
| 80 | Leonard Rickey Investment Advisors P.L.L.C. | 1,585 | $210.5K | 0.05% | 2025-12-31 |
| 81 | Compass Ion Advisors, LLC | 1,630 | $207.8K | 0.05% | 2025-09-30 |
| 82 | StoneX Group Inc. | 2,263 | $206.7K | 0.07% | 2025-06-30 |
| 83 | Werba Rubin Papier Wealth Management | 1,556 | $206.6K | 0.05% | 2025-12-31 |
| 84 | Northstar Financial Companies, Inc. | 1,702 | $201.5K | 0.05% | 2025-03-31 |
| 85 | Caldwell Trust Co | 1,396 | $185.4K | 0.04% | 2025-12-31 |
| 86 | NATIONAL BANK OF CANADA /FI/ | 1,211 | $160.8K | 0.04% | 2025-12-31 |
| 87 | GLENMEDE TRUST CO NA | 1,160 | $132.2K | 0.03% | 2025-03-31 |
| 88 | MorganRosel Wealth Management, LLC | 1,093 | $129.3K | 0.03% | 2025-06-30 |
| 89 | Manning & Napier Advisors LLC | 946 | $125.6K | 0.03% | 2025-12-31 |
| 90 | MORGAN STANLEY | 824 | $109.4K | 0.02% | 2025-12-31 |
| 91 | ATLAS CAPITAL ADVISORS INC. | 815 | $108.2K | 0.02% | 2025-12-31 |
| 92 | Kestra Advisory Services, LLC | 728 | $96.7K | 0.02% | 2025-12-31 |
| 93 | Pacific Center for Financial Services | 549 | $70.1K | 0.01% | 2025-12-31 |
| 94 | Ameritas Advisory Services, LLC | 353 | $41.8K | 0.01% | 2025-06-30 |
| 95 | True Wealth Design, LLC | 312 | $41.4K | 0.01% | 2025-12-31 |
| 96 | JONES FINANCIAL COMPANIES LLLP | 306 | $36.2K | 0.01% | 2025-06-30 |
| 97 | Root Financial Partners, LLC | 252 | $33.5K | 0.00% | 2025-12-31 |
| 98 | JNBA Financial Advisors | 233 | $26.6K | 0.00% | 2025-03-31 |
| 99 | Glass Jacobson Investment Advisors llc | 185 | $24.6K | 0.00% | 2025-12-31 |
| 100 | HARBOUR INVESTMENTS, INC. | 209 | $23.8K | 0.00% | 2025-03-31 |
| 101 | US BANCORP \DE\ | 175 | $23.2K | 0.00% | 2025-12-31 |
| 102 | MidAtlantic Capital Management, Inc. | 171 | $22.7K | 0.00% | 2025-12-31 |
| 103 | CoreCap Advisors, LLC | 186 | $21.2K | 0.00% | 2025-03-31 |
| 104 | PRIVATE TRUST CO NA | 150 | $19.9K | 0.00% | 2025-12-31 |
| 105 | JPMORGAN CHASE & CO | 148 | $18.9K | 0.00% | 2025-09-30 |
| 106 | Farther Finance Advisors, LLC | 107 | $14.2K | 0.00% | 2025-12-31 |
| 107 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | $13.3K | 0.00% | 2025-12-31 |
| 108 | PRINCIPAL SECURITIES, INC. | 100 | $12.8K | 0.00% | 2025-09-30 |
| 109 | Physician Wealth Advisors, Inc. | 89 | $10.1K | 0.00% | 2025-03-31 |
| 110 | TD Waterhouse Canada Inc. | 70 | $9.3K | 0.00% | 2025-12-31 |
| 111 | Global Retirement Partners, LLC | 65 | $8.6K | 0.00% | 2025-12-31 |
| 112 | AMERIFLEX GROUP, INC. | 42 | $5.6K | 0.00% | 2025-12-31 |
| 113 | Advisory Services Network, LLC | 31 | $4.0K | 0.00% | 2025-09-30 |
| 114 | DHJJ Financial Advisors, Ltd. | 28 | $3.7K | 0.00% | 2025-12-31 |
| 115 | EASTERN BANK | 23 | $3.1K | 0.00% | 2025-12-31 |
| 116 | Cambridge Investment Research Advisors, Inc. | 10,346 | $1.4K | 0.34% | 2025-12-31 |
| 117 | Triumph Capital Management | 10 | $1.3K | 0.00% | 2025-12-31 |
| 118 | Perkins Coie Trust Co | 10 | $1.3K | 0.00% | 2025-09-30 |
| 119 | CENTAURUS FINANCIAL, INC. | 7,092 | $942 | 0.23% | 2025-12-31 |
| 120 | BLAIR WILLIAM & CO/IL | 7 | $929 | 0.00% | 2025-12-31 |
| 121 | Central Pacific Bank - Trust Division | 6 | $797 | 0.00% | 2025-12-31 |
| 122 | FLOW TRADERS U.S. LLC | 6,526 | $772 | 0.21% | 2025-06-30 |
| 123 | CITIGROUP INC | 1 | $133 | 0.00% | 2025-12-31 |
| 124 | WELLS FARGO & COMPANY/MN | 1 | $124 | 0.00% | 2025-12-31 |
| 125 | Abound Wealth Management | 1 | $114 | 0.00% | 2025-03-31 |
| 126 | CWM, LLC | 12 | $1 | 0.00% | 2025-03-31 |
| 127 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |