Who owns Vanguard Wellington Fd?

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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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Top investors of Vanguard Wellington stock

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