VANGUARD WELLINGTON FD shareholder history

Current and past VANGUARD WELLINGTON FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.00%Q2 2018Q3 202322
ROYAL BANK OF CANADA 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
D.A. DAVIDSON & CO. 20200.01%0.01%0.01%Q4 2018Q3 202320
Coastline Trust Co 1810.04%0.20%0.27%Q3 2018Q3 202319
JANE STREET GROUP, LLC 1010.00%0.00%0.01%Q1 2018Q3 202318
Capital Advisors, Ltd. LLC 18180.01%0.18%0.37%Q2 2019Q3 202318
WELLS FARGO & COMPANY/MN 1440.00%0.00%0.00%Q1 2019Q3 202318
Cambridge Investment Research Advisors, Inc. 1440.00%0.00%0.00%Q3 2018Q2 202318
Symmetry Partners, LLC 15150.58%0.77%0.92%Q2 2020Q4 202315
Center for Financial Planning, Inc. 15150.02%0.03%0.06%Q1 2020Q3 202315
Armbruster Capital Management, Inc. 15152.61%4.08%5.16%Q1 2020Q3 202315
UBS Group AG 710.00%0.00%0.00%Q1 2018Q3 202315
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q3 2020Q2 202312
Laurel Wealth Advisors, Inc. 840.03%0.04%0.06%Q1 2019Q1 202212
Destiny Wealth Partners, LLC 12120.06%0.07%0.08%Q4 2020Q3 202312
McIlrath & Eck, LLC 11110.01%0.02%0.03%Q1 2021Q3 202311
EATON VANCE MANAGEMENT 10100.00%0.00%0.00%Q2 2020Q3 202210
OSAIC HOLDINGS, INC. 820.00%0.00%0.00%Q1 2021Q3 202310
PNC FINANCIAL SERVICES GROUP, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
CAPTRUST FINANCIAL ADVISORS 990.00%0.00%0.00%Q2 2020Q2 20229
Secure Asset Management, LLC 990.08%0.11%0.14%Q3 2021Q3 20239
Walkner Condon Financial Advisors LLC 880.07%0.09%0.19%Q4 2021Q3 20238
Compass Advisory Group LLC 880.12%2.96%5.21%Q4 2021Q3 20238
COMMONWEALTH EQUITY SERVICES, LLC 440.00%0.00%0.00%Q3 2018Q3 20228
Security Financial Services, INC. 880.12%0.13%0.18%Q4 2021Q3 20238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q2 2019Q1 20238
Beaird Harris Wealth Management, LLC 880.01%0.08%0.39%Q4 2021Q3 20238
Pure Financial Advisors, LLC 880.07%0.20%0.25%Q1 2022Q4 20238
Professional Financial Advisors, LLC 771.15%1.39%1.94%Q1 2022Q3 20237
M Financial Asset Management, Inc. 520.00%0.01%0.03%Q2 2020Q4 20227
ANDERSON HOAGLAND & CO 770.06%0.08%0.09%Q1 2022Q3 20237
GYL FINANCIAL SYNERGIES, LLC 770.74%1.49%2.53%Q1 2022Q3 20237
City State Bank 770.01%0.01%0.01%Q1 2022Q3 20237
GOLDMAN SACHS GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
Pinnacle Wealth Management Advisory Group, LLC 660.17%0.38%0.48%Q4 2018Q1 20206
TCI Wealth Advisors, Inc. 660.00%0.00%0.01%Q4 2021Q1 20236
Geneos Wealth Management Inc. 660.00%0.00%0.00%Q1 2021Q2 20226
Strategic Blueprint, LLC 660.11%0.16%0.19%Q2 2022Q3 20236
SIGNATUREFD, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Parallel Advisors, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
IFP Advisors, Inc 420.00%0.00%0.00%Q2 2018Q3 20236
PINNACLE ASSOCIATES LTD 660.01%0.02%0.03%Q4 2018Q1 20206
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q3 2022Q3 20235
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
SALEM INVESTMENT COUNSELORS INC 550.00%0.00%0.00%Q3 2022Q3 20235
QCI ASSET MANAGEMENT INC/NY 550.02%0.04%0.04%Q3 2020Q3 20215
Private Advisor Group, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Citadel Advisors 210.00%0.00%0.00%Q1 2021Q2 20235
INTERACTIVE FINANCIAL ADVISORS, INC. 550.46%0.64%0.76%Q3 2022Q3 20235
Advisor Group, Inc. 410.00%0.00%0.00%Q3 2018Q4 20195
Advisory Alpha, LLC 310.01%0.01%0.01%Q1 2019Q3 20205
NWAM LLC 550.02%0.03%0.03%Q3 2022Q3 20235
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
LPL Financial LLC 310.00%0.00%0.00%Q1 2022Q3 20234
Curran Financial Partners, LLC 440.74%1.02%1.32%Q4 2021Q3 20224
St. James Investment Advisors, LLC 310.00%0.01%0.01%Q4 2021Q4 20224
Royal Fund Management, LLC 440.04%0.09%0.13%Q4 2022Q3 20234
Mosaic Family Wealth, LLC 440.06%0.18%0.26%Q1 2021Q4 20214
Integrated Wealth Concepts LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Milestone Advisory Partners 440.16%1.72%2.34%Q2 2021Q1 20224
Brinker Capital Investments, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 330.02%0.02%0.02%Q1 2023Q3 20233
AdvisorNet Financial, Inc 330.00%0.02%0.02%Q2 2018Q4 20183
THRIVENT FINANCIAL FOR LUTHERANS 330.01%0.01%0.01%Q1 2023Q3 20233
Hobart Private Capital, LLC 334.93%5.85%6.35%Q1 2023Q3 20233
Foundations Investment Advisors, LLC 330.10%0.17%0.23%Q1 2023Q3 20233
Andesa Financial Management Inc. 330.33%0.36%0.40%Q3 2022Q1 20233
55I, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
TOWNSQUARE CAPITAL LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MGO ONE SEVEN LLC 330.03%0.03%0.04%Q4 2022Q2 20233
MELFA WEALTH MANAGEMENT, INC. 220.24%0.24%0.24%Q4 2022Q1 20232
AJ WEALTH STRATEGIES, LLC 220.03%0.10%0.18%Q3 2022Q4 20222
Cerity Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cardan Capital Partners, LLC 220.79%0.80%0.81%Q2 2021Q3 20212
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.01%Q2 2022Q3 20222
MORGAN STANLEY 220.00%0.00%0.00%Q2 2023Q3 20232
Smart Money Group LLC 221.47%1.64%1.81%Q1 2022Q2 20222
Sound Income Strategies, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BEACON FINANCIAL PLANNING, INC 110.32%0.32%0.32%Q3 2023Q3 20231
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Mariner, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LADENBURG THALMANN FINANCIAL SERVICES INC. 110.00%0.00%0.00%Q1 2019Q1 20191
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Penserra Capital Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FMR LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Systelligence, LLC 114.46%4.46%4.46%Q4 2023Q4 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Trek Financial, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Advisory Services Network, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TFC Financial Management, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q2 2023Q2 20231
Kathmere Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q4 2023Q4 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Prospera Financial Services Inc 110.02%0.02%0.02%Q2 2021Q2 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
GSG Advisors LLC 110.23%0.23%0.23%Q3 2023Q3 20231
External links

This page lists all the filers that currently own VANGUARD WELLINGTON FD or have owned VANGUARD WELLINGTON FD in the past.