VANGUARD WELLINGTON FD US MULTIFACTOR is a security (CUSIP 921935607) tracked across SEC portfolio filings. 103 institutional managers reported $267.1M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.8M via N-PORT as of 2026-03-31.
Showing 15 of 103 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| ANDERSON HOAGLAND & CO | ST LOUIS, MO | $53.5M | 302,472 |
| Systelligence, LLC | BLOOMINGTON, MN | $28.4M | 160,678 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $26.3M | 148,790 |
| BRASS TAX WEALTH MANAGEMENT, INC | CINCINNATI, OH | $23.9M | 165,537 |
| LPL Financial LLC | FORT MILL, SC | $12.6M | 81,342 |
| UMB Bank, n.a. | Kansas City, MO | $10.4M | 66,873 |
| Storen Legacy Partners, LLC | ZIONSVILLE, IN | $10.1M | 57,126 |
| Rooted Wealth Advisors, Inc. | BOURBONNAIS, IL | $9.7M | 54,569 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $8.6M | 55,666 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | Boca Raton, FL | $7.6M | 43,048 |
| Geneos Wealth Management Inc. | ENGLEWOOD, CO | $6.8M | 43,757 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $3.6M | 20,611 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | CLARKSDALE, MS | $3.6M | 20,336 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $3.1M | 19,827 |
| Partners in Financial Planning | SALEM, VA | $3.0M | 19,332 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| The E-Valuator Moderate (50%-70%) RMS Fund | E-Valuator Funds Trust | $2.8M | 191.65% |