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 | 16k | $1.3M | -19% | Sep 2025 |
|
| Financial Gravity Wealth | 12k | $979k | 100% | Sep 2025 |
|
| Tower Bridge Advisors | 7.1k | $581k | 0% | Sep 2025 |
|
| Ferguson Wellman Capital Management | 6.5k | $533k | 100% | Sep 2025 |
|
| Northstar Asset Management | 5.6k | $459k | 0% | Sep 2025 |
|
| Arvest Trust | 4.4k | $365k | 100% | Sep 2025 |
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| Grassi Investment Management | 3.3k | $260k | 1% | Jun 2025 |
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| Oakworth Capital | 826.00 | $68k | 100% | Sep 2025 |
|
Who sold out of Vanguard Wellington?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Redwood Wealth Management Group | Jun 2025 | 10k | $806k |