Filing Research | VANGUARD WELLINGTON FD Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	Armbruster Capital Management, Inc.	Shares	191.8KSH	$32.7M
2	Royal Fund Management, LLC	Shares	18.2KSH	$3.1M
3	Hobart Private Capital, LLC	Shares	6.0KSH	$1.0M
4	D.A. DAVIDSON & CO.	Shares	4.9KSH	$838.2K
5	Envestnet Portfolio Solutions, Inc.	Shares	3.8KSH	$644.2K
6	NWAM LLC	Shares	3.3KSH	$570.3K
7	Security Financial Services, INC.	Shares	3.3KSH	$561.2K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.2KSH	$543.2K
9	Kraft, Davis & Associates, LLC	Shares	3.1KSH	$524.1K
10	Professional Financial Advisors, LLC	Shares	2.4KSH	$404.1K
11	Dynamic Advisor Solutions LLC	Shares	2.2KSH	$372.1K
12	MELFA WEALTH MANAGEMENT, INC.	Shares	1.5KSH	$261.5K
13	Noble Wealth Partners LLC	Shares	1.5KSH	$247.0K
14	Apollon Wealth Management, LLC	Shares	1.2KSH	$209.3K
15	Center for Financial Planning, Inc.	Shares	900SH	$153.3K
16	IFP Advisors, Inc	Shares	736SH	$125.3K
17	SALEM INVESTMENT COUNSELORS INC	Shares	634SH	$108.0K
18	FIRST COMMUNITY TRUST NA	Shares	450SH	$76.6K
19	Beaird Harris Wealth Management, LLC	Shares	302SH	$51.4K
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	218SH	$37.1K
21	SIGNATUREFD, LLC	Shares	207SH	$35.2K
22	Farther Finance Advisors, LLC	Shares	204SH	$34.7K
23	Raleigh Capital Management Inc.	Shares	129SH	$22.0K
24	City State Bank	Shares	100SH	$17.0K
25	AdvisorNet Financial, Inc	Shares	67SH	$11.4K
26	LRI Investments, LLC	Shares	50SH	$8.5K
27	Triumph Capital Management	Shares	37SH	$6.3K
28	Capital Advisors, Ltd. LLC	Shares	21.0KSH	$3.6K

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

29 / 29 loaded

#		Instrument
1	Armbruster Capital Management, Inc. added	Shares	+1.3K	+$4.2M	$32.7M
2	Royal Fund Management, LLC added	Shares	+1.4K	+$585.4K	$3.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+907	+$202.9K	$543.2K
4	D.A. DAVIDSON & CO. unchanged	Shares	0	+$103.6K	$838.2K
5	NWAM LLC added	Shares	+8	+$71.8K	$570.3K
6	Security Financial Services, INC. trimmed	Shares	-92	+$55.7K	$561.2K
7	Professional Financial Advisors, LLC unchanged	Shares	0	+$50.0K	$404.1K
8	Dynamic Advisor Solutions LLC added	Shares	+13	+$48.0K	$372.1K
9	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-219	+$47.0K	$644.2K
10	Kraft, Davis & Associates, LLC added	Shares	+1	+$26.8K	$524.1K
11	Center for Financial Planning, Inc. unchanged	Shares	0	+$19.0K	$153.3K
12	MELFA WEALTH MANAGEMENT, INC. trimmed	Shares	-109	+$16.0K	$261.5K
13	IFP Advisors, Inc unchanged	Shares	0	+$15.5K	$125.3K
14	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$13.3K	$108.0K
15	FIRST COMMUNITY TRUST NA unchanged	Shares	0	+$9.5K	$76.6K
16	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$6.4K	$51.4K
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$4.4K	$37.1K
18	SIGNATUREFD, LLC added	Shares	+1	+$4.4K	$35.2K
19	Farther Finance Advisors, LLC unchanged	Shares	0	+$4.1K	$34.7K
20	Raleigh Capital Management Inc. unchanged	Shares	0	+$2.7K	$22.0K
21	City State Bank unchanged	Shares	0	+$2.1K	$17.0K
22	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.4K	$11.4K
23	Triumph Capital Management unchanged	Shares	0	+$779	$6.3K
24	Capital Advisors, Ltd. LLC trimmed	Shares	-1.0K	+$287	$3.6K
25	LRI Investments, LLC trimmed	Shares	-11	-$637	$8.5K
26	Apollon Wealth Management, LLC trimmed	Shares	-181	-$1.1K	$209.3K
27	CoreCap Advisors, LLC exited	Shares	-138	-$20.6K	$0
28	JNBA Financial Advisors exited	Shares	-216	-$32.2K	$0
29	Hobart Private Capital, LLC trimmed	Shares	-41.4K	-$6.1M	$1.0M