Who owns Vanguard Wellington Fd?
- Ticker: VWENX
- CUSIP Number: 921935201
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Analyze quarterly positions in Vanguard Wellington with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Vanguard Wellington Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Tower Bridge Advisors | 19k | $1.4M | 0% | Dec 2023 |
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North Star Asset Management | 18k | $1.3M | 4% | Dec 2023 |
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Ferguson Wellman Capital Management | 7.3k | $518k | -28% | Dec 2023 |
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Livelsberger Financial Advisory | 5.8k | $412k | 100% | Dec 2023 |
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Northstar Asset Management | 5.1k | $367k | 4% | Dec 2023 |
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Grassi Investment Management | 3.0k | $212k | 100% | Dec 2023 |
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Coston, McIsaac & Partners | 1.1k | $78k | 4% | Dec 2023 |
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Who sold out of Vanguard Wellington?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Fulton Bank, NA | Sep 2023 | 3.1k | $210k |
RE Dickinson Investment Advisors | Jun 2023 | 3.0k | $209k |