# VANGUARD WELLINGTON FD US MULTIFACTOR

VANGUARD WELLINGTON FD US MULTIFACTOR is a security (CUSIP 921935607) tracked across SEC portfolio filings. 102 institutional managers reported $269.8M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.8M via N-PORT as of 2026-03-31.

## Summary

- Issuer: VANGUARD WELLINGTON FD
- Class: US MULTIFACTOR
- CUSIP: 921935607
- Asset category: OTHER
- 13F holders: 102
- 13F value: $269.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $2.8M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 102 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [ANDERSON HOAGLAND & CO](https://search.stillhousedata.com/firm/105157) | 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](https://search.stillhousedata.com/firm/285249) | CINCINNATI, OH | $23.9M | 165,537 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $12.6M | 81,342 |
| UMB Bank, n.a. | Kansas City, MO | $10.4M | 66,873 |
| [Storen Legacy Partners, LLC](https://search.stillhousedata.com/firm/339197) | ZIONSVILLE, IN | $10.1M | 57,126 |
| [Rooted Wealth Advisors, Inc.](https://search.stillhousedata.com/firm/313759) | BOURBONNAIS, IL | $9.7M | 54,569 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $8.6M | 55,666 |
| Geneos Wealth Management Inc. | ENGLEWOOD, CO | $7.8M | 44,273 |
| [BARON SILVER STEVENS FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/126767) | Boca Raton, FL | $7.6M | 43,048 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $3.6M | 20,611 |
| [BARNES PETTEY FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/142944) | CLARKSDALE, MS | $3.6M | 20,336 |
| [TFB Advisors LLC](https://search.stillhousedata.com/firm/321870) | OVERLAND PARK, KS | $3.4M | 19,206 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $3.1M | 19,827 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [The E-Valuator Moderate (50%-70%) RMS Fund](https://search.stillhousedata.com/fund/S000070063) | E-Valuator Funds Trust | $2.8M | 191.65% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/921935607.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.