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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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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors | 21k | $1.6M | 100% | Dec 2025 |
|
| North Star Asset Management | 17k | $1.3M | 9% | Dec 2025 |
|
| Tower Bridge Advisors | 7.2k | $556k | 2% | Dec 2025 |
|
| Northstar Asset Management | 6.1k | $470k | 9% | Dec 2025 |
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| Ferguson Wellman Capital Management | 6.1k | $468k | -7% | Dec 2025 |
|
| Arvest Trust | 4.4k | $343k | 0% | Dec 2025 |
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| Oakworth Capital | 907.00 | $70k | 10% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 780.00 | $60k | 100% | Dec 2025 |
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Who sold out of Vanguard Wellington?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Gravity Wealth | Sep 2025 | 12k | $979k |