Home › VFVA

Who holds VFVA

VANGUARD WELLINGTON FD · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
VANTAGEPOINT INVESTMENT ADVISERS LLC524.7K$77.9M0.6%
Armbruster Capital Management, Inc.431.8K$64.1M9.6%
Equitable Holdings, Inc.246.3K$36.6M0.2%
ANDERSON HOAGLAND & CO243.9K$36.2M2.8%
BURRUS FINANCIAL SERVICES, INC.195.0K$28.9M12.6%
MENORA MIVTACHIM HOLDINGS LTD.93.3K$13.9M0.1%
BANK OF AMERICA CORP /DE/77.1K$11.4M0.0%
RWA WEALTH PARTNERS, LLC72.7K$10.8M0.1%
LPL Financial LLC70.6K$10.5M0.0%
UMB Bank, n.a.48.9K$7.3M0.1%
Capital Advisors Wealth Management, LLC42.7K$6.3M0.7%
RAYMOND JAMES FINANCIAL INC33.3K$4.9M0.0%
EP Wealth Advisors, LLC32.8K$4.9M0.0%
Lebenthal Global Advisors, LLC31.1K$4.6M0.6%
Sequoia Financial Advisors, LLC26.4K$3.9M0.0%
ROYAL BANK OF CANADA23.3K$3.5M0.0%
OSAIC HOLDINGS, INC.23.0K$3.4M0.0%
Savant Capital, LLC16.4K$2.3M0.0%
TWO SIGMA INVESTMENTS, LP14.1K$2.1M0.0%
Cerity Partners LLC13.7K$2.0M0.0%
Sovereign Financial Group, Inc.12.7K$1.9M0.3%
Compass Advisory Group LLC11.2K$1.7M0.4%
BROWN ADVISORY INC10.8K$1.6M0.0%
Seven Bridges Advisors LLC10.1K$1.5M0.7%
UBS Group AG10.1K$1.5M0.0%
Long Island Wealth Management, Inc.9.9K$1.5M0.6%
Cambridge Investment Research Advisors, Inc.9.8K$1.5M0.0%
WHITTIER TRUST CO9.1K$1.4M0.0%
Visionary Wealth Advisors9.1K$1.3M0.1%
COMMONWEALTH EQUITY SERVICES, LLC9.0K$1.3M0.0%
CoreFirst Bank & Trust8.8K$1.3M0.7%
Keystone Financial Group8.8K$1.3M0.1%
Hara Capital LLC8.6K$1.3M0.7%
Kathmere Capital Management, LLC7.5K$1.1M0.1%
Rockingstone Advisors LLC7.2K$1.1M0.4%
BANK OF MONTREAL /CAN/7.0K$1.0M0.0%
STIFEL FINANCIAL CORP6.3K$935,4070.0%
Mariner, LLC6.0K$891,4150.0%
D.A. DAVIDSON & CO.5.6K$828,9820.0%
Financial Engines Advisors L.L.C.5.4K$806,4200.0%
Corient Private Wealth LP5.4K$794,2100.0%
Financial Partners Group, Inc5.2K$776,5440.1%
Stonehearth Capital Management, LLC5.1K$759,3680.3%
MERCER GLOBAL ADVISORS INC /ADV4.5K$667,5630.0%
Essex Financial Services, Inc.4.4K$656,8370.0%
Private Advisor Group, LLC4.0K$601,1420.0%
Quantinno Capital Management LP4.0K$596,9850.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3.9K$594,7950.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma3.1K$462,9540.0%
Sanctuary Advisors, LLC3.0K$451,7300.0%
CIBC WORLD MARKET INC.2.7K$400,7610.0%
Smart Money Group LLC2.6K$378,7660.1%
Integrated Wealth Concepts LLC2.5K$368,7090.0%
Orion Porfolio Solutions, LLC2.4K$359,0520.0%
CENTAURUS FINANCIAL, INC.2.3K$347,0000.0%
MELFA WEALTH MANAGEMENT, INC.2.1K$312,3520.2%
Werba Rubin Papier Wealth Management2.1K$306,9670.0%
MOSAIC FAMILY WEALTH PARTNERS, LLC2.0K$292,7580.0%
Exit Wealth Advisors, LLC.1.8K$265,2990.1%
Parkside Financial Bank & Trust1.8K$264,6510.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}