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 |
|---|---|---|---|---|---|
| Jane Street | 946k | $96M | 271% | Dec 2023 |
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| Beaird Harris Wealth Management | 183k | $19M | 545% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 71k | $7.1M | 100% | Mar 2024 |
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| Capital Investment Services of America | 66k | $6.7M | 118% | Dec 2023 |
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| Bank Of Montreal | 62k | $6.1M | 78% | Dec 2023 |
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| Raymond James & Associates | 49k | $4.9M | 2% | Mar 2024 |
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| Bank of America Corporation | 47k | $4.8M | 46744% | Dec 2023 |
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| Financial Counselors | 39k | $4.0M | 100% | Dec 2023 |
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| Evanson Asset Management | 25k | $2.5M | 412% | Mar 2024 |
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| Taylor, Cottrill, Erickson & Associates | 24k | $2.4M | 203% | Dec 2023 |
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| Diversified Portfolios | 20k | $2.1M | 100% | Dec 2023 |
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| Kades & Cheifetz | 20k | $2.0M | 100% | Dec 2023 |
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| Sterling Financial Planning | 18k | $1.8M | 333% | Dec 2023 |
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| Firestone Capital Management | 17k | $1.7M | 478% | Dec 2023 |
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| Mayport | 17k | $1.7M | 109% | Mar 2024 |
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| Silver Oak Advisory Group | 16k | $1.6M | 126% | Dec 2023 |
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| Sunesis Advisors | 12k | $1.2M | 100% | Dec 2023 |
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| Planning Center | 11k | $1.1M | -65% | Mar 2024 |
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| Eldridge Investment Advisors | 10k | $1.1M | 100% | Dec 2023 |
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| Single Point Partners | 9.9k | $993k | 2% | Mar 2024 |
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| Bowman & Co S.C. | 9.7k | $978k | 100% | Mar 2024 |
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| Private Advisor | 8.4k | $849k | 45% | Dec 2023 |
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| Sinecera Capital | 7.8k | $784k | 21% | Mar 2024 |
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| Commonwealth Equity Services | 7.7k | $783k | 112% | Dec 2023 |
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| Cambridge Investment Research Advisors | 7.6k | $767k | 63% | Mar 2024 |
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| Waldron | 7.1k | $722k | 100% | Dec 2023 |
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| Stone Point Wealth | 6.9k | $697k | 74% | Dec 2023 |
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| RCS Financial Planning | 5.9k | $598k | 0% | Mar 2024 |
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| Walleye Trading Advisors | 5.6k | $564k | 41% | Dec 2023 |
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| Flow Traders US | 5.1k | $519k | 100% | Dec 2023 |
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| Francis Financial | 4.6k | $463k | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 4.6k | $460k | 44% | Mar 2024 |
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| HBK Sorce Advisory | 4.3k | $434k | 100% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 4.2k | $423k | 100% | Dec 2023 |
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| Fiduciary Trust Company | 4.0k | $403k | 100% | Dec 2023 |
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| PrairieView Partners | 3.9k | $394k | 64617% | Dec 2023 |
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| Life Planning Partners | 3.8k | $387k | 100% | Dec 2023 |
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| CI Private Wealth | 3.6k | $366k | 100% | Dec 2023 |
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| Integrity Wealth Solutions | 3.4k | $345k | -6% | Mar 2024 |
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| Raymond James Trust | 3.1k | $312k | -31% | Mar 2024 |
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| Avaii Wealth Management | 3.0k | $306k | 100% | Dec 2023 |
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| Mission Wealth Management | 2.9k | $293k | 100% | Dec 2023 |
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| Advisor Group Holdings | 2.8k | $287k | 13% | Dec 2023 |
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| UBS Group | 2.5k | $254k | 8552% | Dec 2023 |
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| Brown Wealth Management | 2.5k | $254k | 100% | Dec 2023 |
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| Ritter Daniher Financial Advisory LLC / DE | 2.5k | $249k | 100% | Dec 2023 |
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| Lakewood Asset Management | 2.4k | $243k | 100% | Mar 2024 |
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| Level Financial Advisors | 2.3k | $231k | 0% | Mar 2024 |
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| Grant Street Asset Management | 2.3k | $232k | 100% | Dec 2023 |
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| Townsquare Capital | 2.2k | $223k | 100% | Dec 2023 |
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| Main Street Financial Solutions | 2.2k | $218k | 100% | Mar 2024 |
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| Creative Financial Designs | 2.1k | $211k | 100% | Dec 2023 |
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| Cambridge Trust Company | 882.00 | $89k | 100% | Dec 2023 |
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| Financial Management Professionals | 700.00 | $70k | 133% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 500.00 | $51k | 100% | Dec 2023 |
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| Farther Finance Advisors | 500.00 | $51k | 100% | Dec 2023 |
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| Ancora Advisors | 348.00 | $35k | 0% | Dec 2023 |
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| Annapolis Financial Services | 268.00 | $27k | 100% | Mar 2024 |
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| Harbour Investments | 250.00 | $25k | 0% | Dec 2023 |
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| Penserra Capital Management | 73.00 | $7.0k | 100% | Dec 2023 |
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Who sold out of Vanguard Wellington?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2023 | 68k | $6.7M |
| Emerald Investment Partners | Sep 2023 | 4.4k | $434k |
| FC Advisory | Dec 2023 | 2.7k | $279k |
| Retirement Planning Group | Dec 2023 | 2.0k | $201k |