VANGUARD WELLINGTON FD shareholder history

Current and past VANGUARD WELLINGTON FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Parkside Financial Bank & Trust 22220.01%0.03%0.07%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.00%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
JANE STREET GROUP, LLC 1290.00%0.00%0.01%Q1 2018Q2 202321
ROYAL BANK OF CANADA 1560.00%0.00%0.00%Q1 2018Q3 202321
D.A. DAVIDSON & CO. 21210.00%0.01%0.01%Q3 2018Q3 202321
Armbruster Capital Management, Inc. 17170.36%8.67%10.81%Q3 2019Q3 202317
McIlrath & Eck, LLC 16160.00%0.29%0.69%Q4 2019Q3 202316
Symmetry Partners, LLC 15151.12%1.68%2.04%Q2 2020Q4 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Graypoint LLC 15150.05%0.08%0.25%Q1 2020Q3 202315
UBS Group AG 610.00%0.00%0.00%Q3 2018Q3 202314
Orion Portfolio Solutions, LLC 14140.01%0.03%0.10%Q2 2020Q3 202314
ATLAS CAPITAL ADVISORS LLC 1220.00%0.04%0.07%Q1 2020Q3 202314
WELLS FARGO & COMPANY/MN 13130.00%0.00%0.00%Q3 2020Q3 202313
Citadel Advisors 610.00%0.00%0.00%Q1 2019Q3 202313
ANDERSON HOAGLAND & CO 1210.46%3.41%4.63%Q1 2018Q3 202313
RAYMOND JAMES & ASSOCIATES 930.00%0.00%0.00%Q2 2019Q1 202312
Cerity Partners LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q2 2019Q3 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12121.60%3.00%4.77%Q4 2020Q3 202312
LPL Financial LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Sunbelt Securities, Inc. 11110.04%0.05%0.06%Q1 2021Q3 202311
Brinker Capital Investments, LLC 11110.09%0.16%0.34%Q2 2020Q4 202211
Cassia Capital Partners, LLC 830.19%4.65%7.27%Q4 2020Q3 202311
Raymond James Financial Services Advisors, Inc. 11110.01%0.01%0.01%Q1 2021Q3 202311
Fortis Advisors, LLC 11113.47%4.09%5.34%Q1 2021Q3 202311
Sovereign Financial Group, Inc. 11110.32%0.53%0.68%Q1 2021Q3 202311
Visionary Wealth Advisors 11110.03%0.10%0.16%Q1 2021Q3 202311
Compass Ion Advisors, LLC 11110.05%4.77%9.75%Q1 2021Q3 202311
RAYMOND JAMES TRUST N.A. 510.03%0.06%0.11%Q1 2019Q1 202210
MorganRosel Wealth Management, LLC 10101.44%2.50%3.02%Q2 2021Q3 202310
Andesa Financial Management Inc. 10100.78%1.13%1.30%Q4 2020Q1 202310
GOLDMAN SACHS GROUP INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Milestone Advisory Partners 10100.95%3.46%5.93%Q2 2021Q3 202310
Kestra Advisory Services, LLC 540.00%0.00%0.01%Q2 2021Q3 20239
SCHMIDT P J INVESTMENT MANAGEMENT INC 990.06%0.19%0.31%Q1 2021Q1 20239
WT Wealth Management 990.09%1.31%3.49%Q3 2021Q3 20239
Merriman Wealth Management, LLC 880.06%0.10%0.15%Q1 2021Q4 20228
WBH ADVISORY INC 530.04%0.08%0.15%Q3 2021Q3 20238
UMB Bank, n.a. 880.09%0.19%0.24%Q4 2021Q3 20238
ETFIDEA, LLC 880.33%0.43%0.48%Q4 2021Q3 20238
EP Wealth Advisors, LLC 770.01%0.09%0.15%Q1 2022Q3 20237
Steward Partners Investment Advisory, LLC 510.00%0.00%0.00%Q3 2018Q4 20227
FMR LLC 210.00%0.00%0.00%Q4 2020Q3 20237
ENVESTNET ASSET MANAGEMENT INC 410.00%0.00%0.00%Q2 2021Q3 20237
Tower Research Capital LLC (TRC) 310.00%0.01%0.04%Q3 2021Q2 20236
BARNES PETTEY FINANCIAL ADVISORS, LLC 660.37%0.48%0.56%Q4 2021Q1 20236
MORGAN STANLEY 660.00%0.00%0.00%Q2 2022Q3 20236
RWA WEALTH PARTNERS, LLC 661.37%4.48%10.50%Q2 2022Q3 20236
Financial Partners Group, Inc 660.10%0.11%0.13%Q2 2022Q3 20236
PINNACLE ASSOCIATES LTD 510.01%0.10%0.24%Q2 2018Q4 20196
Western Pacific Wealth Management, LP 660.03%0.06%0.18%Q4 2021Q1 20236
Pacific Center for Financial Services 331.96%2.10%2.31%Q1 2022Q3 20236
HARBOUR INVESTMENTS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Dakota Wealth Management 660.01%0.02%0.02%Q2 2022Q3 20236
Compass Advisory Group LLC 660.41%0.50%0.59%Q2 2022Q3 20236
IFP Advisors, Inc 320.00%0.00%0.00%Q2 2018Q3 20235
American Portfolios Advisors 320.00%0.00%0.00%Q2 2021Q3 20225
Private Advisor Group, LLC 410.00%0.01%0.01%Q2 2022Q3 20235
Keystone Financial Group 320.06%0.09%0.11%Q2 2022Q3 20235
BUCKINGHAM STRATEGIC WEALTH, LLC 550.03%0.06%0.07%Q1 2019Q1 20205
QCI ASSET MANAGEMENT INC/NY 550.02%0.03%0.03%Q3 2020Q3 20215
BLAIR WILLIAM & CO/IL 550.00%0.00%0.00%Q1 2019Q1 20205
Pinnacle Wealth Management Advisory Group, LLC 550.10%0.92%2.29%Q2 2018Q2 20195
Paragon Wealth Strategies, LLC 554.98%6.99%8.32%Q1 2021Q1 20225
Secure Asset Management, LLC 550.12%0.12%0.12%Q1 2021Q1 20225
LADENBURG THALMANN FINANCIAL SERVICES INC. 550.00%0.00%0.00%Q4 2018Q4 20195
NATIONAL BANK OF CANADA /FI/ 440.00%0.00%0.00%Q4 2022Q3 20234
Tillar-Wenstrup Advisors, LLC 441.60%1.64%1.77%Q1 2022Q4 20224
Titus Wealth Management 440.26%0.27%0.29%Q3 2021Q2 20224
Frank, Rimerman Advisors LLC 443.82%5.69%6.89%Q3 2021Q2 20224
Valeo Financial Advisors, LLC 440.00%0.00%0.00%Q2 2020Q1 20214
Gradient Investments LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WHITTIER TRUST CO 440.02%0.02%0.02%Q4 2022Q3 20234
LAM GROUP, INC. 440.35%0.36%0.37%Q4 2022Q3 20234
Lansing Street Advisors 440.12%0.14%0.14%Q3 2022Q2 20234
COMMONWEALTH EQUITY SERVICES, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Smart Money Group LLC 441.68%5.75%11.86%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.06%0.06%0.08%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 310.02%0.04%0.05%Q2 2021Q2 20234
True Wealth Design, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 440.00%0.00%0.00%Q1 2022Q4 20224
Mosaic Family Wealth, LLC 440.06%0.19%0.26%Q1 2021Q4 20214
ARGI Investment Services, LLC 330.01%0.02%0.02%Q2 2022Q4 20223
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q1 2023Q3 20233
PERSONAL CFO SOLUTIONS, LLC 330.09%0.10%0.11%Q4 2021Q2 20223
Koshinski Asset Management, Inc. 330.00%0.00%0.00%Q3 2021Q1 20223
Pantheon Investment Group, LLC 330.35%0.42%0.55%Q2 2021Q4 20213
Covington Capital Management 330.01%0.02%0.02%Q1 2022Q3 20223
CPWM, LLC 330.14%0.15%0.16%Q1 2019Q3 20193
AE Wealth Management LLC 330.01%0.01%0.01%Q2 2019Q4 20193
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.01%Q1 2023Q3 20233
Stokes Family Office, LLC 330.29%0.38%0.46%Q1 2023Q3 20233
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2020Q4 20223
PEAK FINANCIAL ADVISORS LLC 330.66%0.68%0.72%Q4 2020Q2 20213
EPG Wealth Management LLC 220.01%0.02%0.02%Q4 2019Q1 20202
BRANDYWINE OAK PRIVATE WEALTH LLC 220.03%0.03%0.03%Q4 2021Q1 20222
Cambridge Investment Research Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Gladstone Institutional Advisory LLC 220.53%0.56%0.59%Q1 2022Q2 20222
Flagship Private Wealth, LLC 110.00%0.00%0.01%Q4 2020Q2 20212
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
OLD MISSION CAPITAL LLC 220.07%0.10%0.12%Q1 2022Q2 20222
OneAscent Wealth Management LLC 220.10%0.11%0.12%Q1 2022Q2 20222
SIGNATUREFD, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q2 2022Q3 20232
Kathmere Capital Management, LLC 220.04%0.05%0.06%Q2 2023Q3 20232
RFP Financial Group LLC 220.03%0.08%0.12%Q4 2022Q1 20232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2021Q1 20222
CREDIT SUISSE AG/ 220.00%0.00%0.00%Q2 2022Q3 20222
Great Lakes Retirement, Inc. 221.87%2.34%2.80%Q4 2022Q1 20232
MELFA WEALTH MANAGEMENT, INC. 220.26%0.26%0.27%Q4 2022Q1 20232
MERCER GLOBAL ADVISORS INC /ADV 220.01%0.02%0.02%Q2 2023Q3 20232
LYRICAL ASSET MANAGEMENT LP 110.01%0.02%0.03%Q1 2020Q4 20202
Lido Advisors, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Comprehensive Financial Consultants Institutional, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
CALTON & ASSOCIATES, INC. 110.14%0.14%0.14%Q1 2022Q1 20221
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
SILVER OAK SECURITIES, INCORPORATED 110.06%0.06%0.06%Q2 2022Q2 20221
CWM, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
DRAVO BAY LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q3 2022Q3 20221
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RETIREMENT CAPITAL STRATEGIES 111.63%1.63%1.63%Q2 2021Q2 20211
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q4 2022Q4 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Chicago Partners Investment Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Sense Advisors, Inc. 112.42%2.42%2.42%Q1 2022Q1 20221
SIGNET FINANCIAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
BlackRock Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
COWA, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Claraphi Advisory Network, LLC 110.42%0.42%0.42%Q4 2022Q4 20221
Walleye Capital LLC 110.01%0.01%0.01%Q2 2022Q2 20221
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Samalin Investment Counsel, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
ALESCO ADVISORS LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WCG Wealth Advisors LLC 110.06%0.06%0.06%Q3 2022Q3 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%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.