Who owns VANGUARD WELLINGTON FD?
- Ticker: VTES
- CUSIP Number: 921935870
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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 |
|---|---|---|---|---|---|
| Wescott Financial Advisory Group | 617k | $63M | 6% | Sep 2024 |
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| Beaird Harris Wealth Management | 178k | $18M | -2% | Jun 2024 |
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| Bank of America Corporation | 118k | $12M | 0% | Sep 2024 |
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| Capital Investment Services of America | 96k | $9.8M | 4% | Sep 2024 |
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| San Luis Wealth Advisors | 94k | $9.6M | 36% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 79k | $7.9M | 13% | Jun 2024 |
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| Jane Street | 73k | $7.4M | 356% | Sep 2024 |
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| Stonebridge Capital Advisors | 69k | $7.0M | 10% | Sep 2024 |
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| Raymond James Financial Services Advisors | 54k | $5.5M | 1091% | Sep 2024 |
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| Kades & Cheifetz | 46k | $4.6M | 5% | Sep 2024 |
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| Jpmorgan Chase & Co | 41k | $4.2M | 12% | Sep 2024 |
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| GenTrust | 41k | $4.1M | -13% | Sep 2024 |
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| Altiora Financial Group | 37k | $3.8M | 0% | Sep 2024 |
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| Diversified Portfolios | 30k | $3.0M | -3% | Sep 2024 |
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| Firestone Capital Management | 28k | $2.8M | 57% | Jun 2024 |
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| PrairieView Partners | 26k | $2.6M | 567% | Sep 2024 |
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| Taylor, Cottrill, Erickson & Associates | 26k | $2.6M | 0% | Sep 2024 |
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| Evanson Asset Management | 26k | $2.6M | 0% | Sep 2024 |
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| Mayport | 25k | $2.5M | 21% | Sep 2024 |
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| Flow Traders US | 21k | $2.1M | 100% | Sep 2024 |
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| Sterling Financial Planning | 21k | $2.1M | 9% | Sep 2024 |
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| Silver Oak Advisory Group | 20k | $2.0M | 6% | Sep 2024 |
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| Creative Financial Designs | 18k | $1.8M | 26% | Sep 2024 |
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| Susquehanna International | 18k | $1.8M | 100% | Sep 2024 |
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| JNB Advisors | 16k | $1.7M | 0% | Sep 2024 |
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| MGO Private Wealth | 16k | $1.7M | 22% | Sep 2024 |
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| Cetera Investment Advisers | 16k | $1.6M | 28% | Jun 2024 |
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| Financial Engines Advisors L.L.C | 14k | $1.4M | 2% | Sep 2024 |
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| CI Private Wealth | 14k | $1.4M | 400% | Sep 2024 |
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| Commonwealth Equity Services | 13k | $1.3M | 35% | Sep 2024 |
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| Haverford Trust Company | 12k | $1.3M | 8% | Sep 2024 |
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| Mercer Global Advisors | 12k | $210k | 484% | Jun 2024 |
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| Sunesis Advisors | 12k | $1.2M | 0% | Sep 2024 |
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| LPL Financial | 12k | $1.2M | 122% | Sep 2024 |
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| Planning Center | 11k | $1.1M | 0% | Sep 2024 |
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| Private Advisor | 11k | $1.1M | -5% | Sep 2024 |
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| Daymark Wealth Partners | 11k | $1.1M | 179% | Sep 2024 |
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| Sinecera Capital | 10k | $1.0M | 1% | Sep 2024 |
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| Laurel Wealth Advisors | 10k | $1.0M | 16% | Sep 2024 |
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| Bowman & Co S.C. | 9.7k | $985k | 0% | Sep 2024 |
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| Savvy Advisors | 9.3k | $942k | 4% | Sep 2024 |
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| Berkshire Bank | 9.3k | $941k | 100% | Sep 2024 |
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| Bridgewealth Advisory Group | 8.6k | $870k | 1% | Sep 2024 |
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| Essex Financial Services | 8.6k | $863k | 100% | Sep 2024 |
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| Old Mission Capital | 7.3k | $728k | 100% | Jun 2024 |
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| RCS Financial Planning | 7.0k | $709k | 13% | Sep 2024 |
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| Act Wealth Management | 6.1k | $616k | 100% | Sep 2024 |
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| Stone Point Wealth | 5.8k | $587k | -4% | Sep 2024 |
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| Oxbow Advisors | 5.6k | $570k | 100% | Sep 2024 |
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| Watchman Group | 4.9k | $495k | -44% | Sep 2024 |
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| Lakewood Asset Management | 4.8k | $491k | 27% | Sep 2024 |
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| Atria Investments | 4.6k | $467k | 91% | Sep 2024 |
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| Raymond James & Associates | 4.5k | $460k | -91% | Sep 2024 |
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| Beacon Pointe Advisors | 4.5k | $456k | 70% | Sep 2024 |
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| Eldridge Investment Advisors | 4.4k | $448k | -40% | Sep 2024 |
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| Cambridge Investment Research Advisors | 4.2k | $427k | -3% | Sep 2024 |
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| Resources Investment Advisors | 4.1k | $418k | 10% | Sep 2024 |
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| Trellis Wealth Advisors | 3.6k | $369k | -7% | Sep 2024 |
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| EnRich Financial Partners | 3.5k | $358k | 0% | Sep 2024 |
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| BlueChip Wealth Advisors | 3.5k | $351k | 100% | Jun 2024 |
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| Envestnet Asset Management | 3.5k | $354k | 11% | Sep 2024 |
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| Advisor Group Holdings | 3.2k | $325k | 8% | Sep 2024 |
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| Mml Investors Services | 3.1k | $316k | -13% | Sep 2024 |
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| Main Street Financial Solutions | 3.1k | $315k | 43% | Sep 2024 |
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| FinTrust Capital Advisors | 3.0k | $305k | -1% | Sep 2024 |
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| DeRoy & Devereaux Private Investment Counsel | 3.0k | $305k | -14% | Sep 2024 |
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| Kathleen S. Wright Associates | 3.0k | $304k | 0% | Sep 2024 |
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| Avaii Wealth Management | 3.0k | $300k | -18% | Sep 2024 |
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| Concurrent Investment Advisors | 2.8k | $280k | 100% | Sep 2024 |
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| Brown Wealth Management | 2.7k | $273k | 8% | Jun 2024 |
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| Integrity Wealth Solutions | 2.7k | $269k | -23% | Sep 2024 |
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| Eclectic Associates | 2.6k | $265k | 100% | Sep 2024 |
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| Essex Savings Bank | 2.5k | $253k | 100% | Sep 2024 |
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| Ritter Daniher Financial Advisory LLC / DE | 2.5k | $249k | 0% | Sep 2024 |
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| Level Financial Advisors | 2.3k | $233k | 0% | Sep 2024 |
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| CVA Family Office | 2.1k | $212k | 1778% | Sep 2024 |
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| Family Firm | 2.0k | $206k | 1% | Sep 2024 |
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| JFS Wealth Advisors | 2.0k | $203k | 100% | Sep 2024 |
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| Retirement Planning Group | 2.0k | $201k | 100% | Sep 2024 |
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| Carolinas Wealth Consulting | 1.4k | $147k | -29% | Sep 2024 |
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| McIlrath & Eck | 1.3k | $128k | 100% | Sep 2024 |
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| Global Financial Private Client | 1.2k | $125k | 0% | Sep 2024 |
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| Eastern Bank | 908.00 | $92k | 100% | Sep 2024 |
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| Financial Management Professionals | 700.00 | $71k | 0% | Sep 2024 |
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| Annapolis Financial Services | 557.00 | $57k | 32% | Sep 2024 |
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| Rothschild Investment | 500.00 | $51k | 0% | Sep 2024 |
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| Farther Finance Advisors | 500.00 | $51k | 0% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 500.00 | $51k | 0% | Sep 2024 |
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| Harbour Investments | 375.00 | $38k | 50% | Sep 2024 |
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| Carmichael Hill & Associates | 299.00 | $30k | 100% | Sep 2024 |
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| IFP Advisors | 250.00 | $25k | 100% | Jun 2024 |
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| Benjamin F. Edwards & Company | 210.00 | $21k | 1% | Jun 2024 |
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| Atlantic Trust | 200.00 | $20k | 0% | Sep 2024 |
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| Hartland & Co | 175.00 | $18k | 27% | Sep 2024 |
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| Royal Bank of Canada | 174.00 | $18k | -90% | Sep 2024 |
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| Signature | 100.00 | $10k | 0% | Sep 2024 |
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| Morgan Stanley | 76.00 | $7.6k | 0% | Jun 2024 |
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Who sold out of Vanguard Wellington?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Massmutual Trust | Jun 2024 | 8.1k | $812k |
| Integrated Advisors Network | Jun 2024 | 5.1k | $512k |
| RFP Financial Group | Jun 2024 | 2.6k | $262k |
| Cutler Investment Counsel | Jun 2024 | 2.4k | $238k |
| Townsquare Capital | Mar 2024 | 2.2k | $223k |
| Citadel Advisors | Jun 2024 | 2.1k | $208k |
| Cultivar Capital | Jun 2024 | 240.00 | $24k |