Filing Research | VANGUARD WELLINGTON FD Institutional Holdings

Snapshot holdings

25 / 25 loaded

#		Instrument	quantity
1	Armbruster Capital Management, Inc.	Shares	431.8KSH	$64.1M
2	ANDERSON HOAGLAND & CO	Shares	243.9KSH	$36.2M
3	BURRUS FINANCIAL SERVICES, INC.	Shares	195.0KSH	$28.9M
4	Capital Advisors Wealth Management, LLC	Shares	42.7KSH	$6.3M
5	Sequoia Financial Advisors, LLC	Shares	26.4KSH	$3.9M
6	Sovereign Financial Group, Inc.	Shares	12.7KSH	$1.9M
7	Rockingstone Advisors LLC	Shares	7.2KSH	$1.1M
8	D.A. DAVIDSON & CO.	Shares	5.6KSH	$829.0K
9	Financial Partners Group, Inc	Shares	5.2KSH	$776.5K
10	Stonehearth Capital Management, LLC	Shares	5.1KSH	$759.4K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.9KSH	$594.8K
12	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.1KSH	$463.0K
13	MELFA WEALTH MANAGEMENT, INC.	Shares	2.1KSH	$312.4K
14	MOTIVE WEALTH ADVISORS	Shares	1.8KSH	$262.4K
15	Leonard Rickey Investment Advisors P.L.L.C.	Shares	1.6KSH	$235.3K
16	LAM GROUP, INC.	Shares	1.4KSH	$214.5K
17	True Wealth Design, LLC	Shares	312SH	$46.3K
18	Farther Finance Advisors, LLC	Shares	107SH	$15.9K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	100SH	$15.0K
20	IFP Advisors, Inc	Shares	37SH	$5.5K
21	DHJJ Financial Advisors, Ltd.	Shares	28SH	$4.2K
22	Triumph Capital Management	Shares	10SH	$1.5K
23	Central Pacific Bank - Trust Division	Shares	6SH	$891
24	Abound Wealth Management	Shares	3SH	$446
25	CX Institutional	Shares	63SH	$9

Manager changes2026-06-30 vs 2026-03-31

26 / 26 loaded

#		Instrument
1	Armbruster Capital Management, Inc. trimmed	Shares	-188	+$5.9M	$64.1M
2	ANDERSON HOAGLAND & CO trimmed	Shares	-4.6K	+$2.8M	$36.2M
3	BURRUS FINANCIAL SERVICES, INC. trimmed	Shares	-3.5K	+$2.2M	$28.9M
4	Capital Advisors Wealth Management, LLC added	Shares	+427	+$647.5K	$6.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.4K	+$382.8K	$594.8K
6	Sequoia Financial Advisors, LLC added	Shares	+11	+$365.7K	$3.9M
7	Sovereign Financial Group, Inc. trimmed	Shares	-566	+$99.9K	$1.9M
8	Rockingstone Advisors LLC unchanged	Shares	0	+$99.3K	$1.1M
9	D.A. DAVIDSON & CO. unchanged	Shares	0	+$77.2K	$829.0K
10	Financial Partners Group, Inc added	Shares	+4	+$72.9K	$776.5K
11	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$43.1K	$463.0K
12	MOTIVE WEALTH ADVISORS unchanged	Shares	0	+$24.4K	$262.4K
13	Leonard Rickey Investment Advisors P.L.L.C. unchanged	Shares	0	+$21.9K	$235.3K
14	LAM GROUP, INC. unchanged	Shares	0	+$20.0K	$214.5K
15	MELFA WEALTH MANAGEMENT, INC. trimmed	Shares	-98	+$16.0K	$312.4K
16	IFP Advisors, Inc new	Shares	+37	+$5.5K	$5.5K
17	True Wealth Design, LLC unchanged	Shares	0	+$4.3K	$46.3K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.5K	$15.0K
19	Farther Finance Advisors, LLC unchanged	Shares	0	+$1.4K	$15.9K
20	Abound Wealth Management new	Shares	+3	+$446	$446
21	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$387	$4.2K
22	Triumph Capital Management unchanged	Shares	0	+$138	$1.5K
23	Central Pacific Bank - Trust Division unchanged	Shares	0	+$83	$891
24	CX Institutional new	Shares	+63	+$9	$9
25	Stonehearth Capital Management, LLC trimmed	Shares	-1.2K	-$84.4K	$759.4K
26	MBM WEALTH CONSULTANTS, LLC exited	Shares	-775	-$104.3K	$0