VFMO · Insider trading · 13F holders · Congress trades
Vanguard Wellington Fd (VFMO)
Who is buying and selling VFMO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 33
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
VFMO at a glance
- No open-market insider purchases or sales of VFMO were filed in the last 90 days.
- 33 13F filers hold VFMO among their 50 largest positions, worth $489.6M combined. The biggest bets by portfolio weight are Win Advisors, Inc (4.8%), Systelligence, LLC (3.9%) and Strategic Financial Services, Inc. (3.0%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
- No member of Congress has disclosed a trade in VFMO.
VFMO insider trading
No open-market insider purchases or sales of VFMO were filed in the last 90 days.
Who owns VFMO? Hedge funds and superinvestors
33 13F filers hold VFMO among their 50 largest positions, worth $489.6M combined. The biggest bets by portfolio weight are Win Advisors, Inc (4.8%), Systelligence, LLC (3.9%) and Strategic Financial Services, Inc. (3.0%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Ritholtz Wealth ManagementWealth manager | 2.7% | $184.0M | 737,643 | +4.3% shares | Q2 2026 |
| Strategic Financial Services, Inc.Wealth manager | 3.0% | $68.3M | 273,656 | -4.2% shares | Q2 2026 |
| Great Valley Advisor Group, Inc.Wealth manager | 0.7% | $41.2M | 165,303 | +2.9% shares | Q2 2026 |
| Davidson Investment AdvisorsWealth manager | 1.7% | $39.6M | 174,188 | +11.4% shares | Q3 2026 |
| Systelligence, LLCMutual fund manager | 3.9% | $23.3M | 93,485 | -9.3% shares | Q2 2026 |
| Anderson Hoagland & CoWealth manager | 1.7% | $21.8M | 100,347 | -8.7% shares | Q3 2026 |
| Win Advisors, IncWealth manager | 4.8% | $13.4M | 53,521 | -3.7% shares | Q2 2026 |
| Cabot Wealth Management IncWealth manager | 1.3% | $12.5M | 50,284 | -57.2% shares | Q2 2026 |
| Financial Partners Group, IncWealth manager | 1.3% | $12.2M | 53,785 | +0.9% shares | Q3 2026 |
| Armbruster Capital Management, Inc.Wealth manager | 1.6% | $10.7M | 46,951 | -1.2% shares | Q3 2026 |
| Builder Investment Group Inc /advInvestment manager | 1.6% | $7.9M | 34,605 | +2.7% shares | Q3 2026 |
| Hobart Private Capital, LLCWealth manager | 1.2% | $7.4M | 32,436 | +0.3% shares | Q3 2026 |
| Lincoln Capital CorpWealth manager | 2.0% | $6.1M | 27,029 | +1.7% shares | Q3 2026 |
| Financial Freedom, LLCWealth manager | 2.4% | $5.3M | 21,091 | +9.7% shares | Q2 2026 |
| MY Wealth Management Inc.Wealth manager | 2.8% | $3.8M | 16,746 | +92.1% shares | Q3 2026 |
| Fortis Group Advisors, LLCAsset manager | 0.6% | $3.7M | 14,722 | — | Q2 2026 |
| Wilkins Miller Wealth Management, LLCWealth manager | 1.9% | $3.3M | 14,601 | -1.3% shares | Q3 2026 |
| Compass Ion Advisors, LLCWealth manager | 0.2% | $2.8M | 12,359 | +1.6% shares | Q3 2026 |
| Nova R Wealth, Inc.Wealth manager | 0.8% | $2.6M | 11,597 | -2.7% shares | Q3 2026 |
| Aspect Partners, LLCWealth manager | 0.9% | $2.3M | 10,077 | +8.0% shares | Q3 2026 |
| Caitlin John, LLCWealth manager | 1.2% | $2.2M | 8,811 | +7.2% shares | Q2 2026 |
| Valued Retirements, Inc.Wealth manager | 1.8% | $2.0M | 8,115 | -5.9% shares | Q2 2026 |
| IAM Advisory, LLCWealth manager | 0.4% | $2.0M | 7,927 | -2.4% shares | Q2 2026 |
| Blom & Howell Financial Planning, Inc.Wealth manager | 1.6% | $1.9M | 7,518 | +7.0% shares | Q2 2026 |
| TFB Advisors LLCWealth manager | 0.8% | $1.9M | 7,434 | +7.4% shares | Q2 2026 |
| Nova Wealth Management, Inc.Wealth manager | 1.0% | $1.8M | 7,172 | -7.1% shares | Q2 2026 |
| Wealth High Governance Asset Management Ltda.Wealth manager | 0.2% | $1.4M | 5,802 | — | Q2 2026 |
| Harbor Asset Planning, Inc.Wealth manager | 0.7% | $894K | 3,937 | +14.0% shares | Q3 2026 |
| Odyssey Capital Advisors, Inc.Wealth manager | 0.6% | $880K | 3,877 | -20.4% shares | Q3 2026 |
| Redwood Family Wealth LLCWealth manager | 0.7% | $840K | 3,699 | +0.0% shares | Q3 2026 |
The 30 largest of 33 positions, by value. Each manager counts with its latest 13F (Q3 2026: 16, Q2 2026: 17). Screen VFMO in the grand portfolio →
VFMO stock trades by members of Congress
No member of Congress has disclosed a trade in VFMO.
VFMO questions and answers
Are insiders buying VFMO stock?
No open-market insider purchases or sales of VFMO were filed in the last 90 days.
Which hedge funds own VFMO?
33 13F filers hold VFMO among their 50 largest positions, worth $489.6M combined. The biggest bets by portfolio weight are Win Advisors, Inc (4.8%), Systelligence, LLC (3.9%) and Strategic Financial Services, Inc. (3.0%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
Has Congress traded VFMO?
No member of Congress has disclosed a trade in VFMO.
Who is the largest holder of VFMO?
Among 13F filers, Ritholtz Wealth Management reports the largest VFMO position, $184.0M (737,643 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Win Advisors, Inc's: 4.8% of its portfolio.
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