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 |
|---|---|---|---|---|---|
| North Star Asset Management | 18k | $1.5M | 0% | Sep 2024 |
|
| Redwood Wealth Management Group | 9.4k | $751k | 100% | Sep 2024 |
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| Tower Bridge Advisors | 6.9k | $553k | -13% | Sep 2024 |
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| Northstar Asset Management | 5.1k | $411k | 0% | Sep 2024 |
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| Ferguson Wellman Capital Management | 3.3k | $262k | 0% | Sep 2024 |
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| First Fiduciary Investment Counsel | 3.1k | $251k | 100% | Sep 2024 |
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| Grassi Investment Management | 3.0k | $241k | 1% | Sep 2024 |
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| Coston, McIsaac & Partners | 1.1k | $89k | 0% | Sep 2024 |
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Who sold out of Vanguard Wellington?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Fifth Third Wealth Advisors | Jun 2024 | 7.4k | $567k |