VANGUARD WELLINGTON FD

$VFMO
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Institutional coverage

162 13F filers hold $VFMO.

13F holders
162
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$VFMO is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.36%, with an average of 0.12% of portfolio. Largest holder: IAM Advisory, LLC at 0.36%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
IAM Advisory, LLC
0.36% NEW
α +49.7pts
02
Principal Securities, Inc.
0.01% held
α +21.3pts
03
Pittenger & Anderson Inc.
0.00% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 162 · Source: 13F-HR
01
Gainplan LLC
2.47% of portfolio
707,199 sh
02
Scheer, Rowlett & Associates Investment Management Ltd.
2.68% of portfolio
285,538 sh
03
Shulman DeMeo Asset Management LLC
0.58% of portfolio
160,647 sh
04
White Pine Capital LLC
1.31% of portfolio
153,518 sh
05
Taconic Capital Advisors LP
0.01% of portfolio
151,875 sh
06
Loomis Sayles & Co. L P
0.01% of portfolio
123,766 sh
07
Morgens Waterfall Vintiadis & Co. Inc.
2.66% of portfolio
117,522 sh
08
Mackay Shields LLC
1.94% of portfolio
114,226 sh
09
ClearBridge Investments Ltd
0.38% of portfolio
109,211 sh
10
Newbridge Financial Services Group, Inc.
3.95% of portfolio
103,048 sh
See all 162 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $VFMO in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $VFMO in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 09:58 UTC.