VANGUARD WELLINGTON FD
Institutional coverage
91 13F filers hold $VFQY.
13F holders
91
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
Interactive Financial Advisors, Inc.
0.81% NEW
α +15.2pts
02
Walkner Condon Financial Advisors LLC
0.05% held
α +23.7pts
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 91 · Source: 13F-HR01
USAdvisors Wealth Management, LLC
0.27% of portfolio
282,204 sh
02
Curtis Advisory Group, LLC
4.66% of portfolio
190,437 sh
03
Isomer Partners LP
1.39% of portfolio
176,296 sh
04
Broad Run Investment Management, LLC
0.29% of portfolio
136,998 sh
05
Corre Partners Management, LLC
0.01% of portfolio
75,307 sh
06
Bdf-Gestion
5.92% of portfolio
59,399 sh
07
Loomis Sayles & Co. L P
—
38,178 sh
08
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
1.62% of portfolio
28,092 sh
09
Taconic Capital Advisors LP
—
28,005 sh
10
KP Management LLC
2.81% of portfolio
27,819 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $VFQY in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $VFQY 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 10:26 UTC.