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 |
|---|---|---|---|---|---|
| Sontag Advisory | 122k | $9.9M | 100% | Jun 2026 |
|
| North Star Asset Management | 16k | $1.3M | -6% | Jun 2026 |
|
| Williams Jones Wealth Management | 8.1k | $660k | -7% | Jun 2026 |
|
| Arvest Trust | 4.4k | $361k | 0% | Jun 2026 |
|
| McIlrath & Eck | 4.1k | $306k | 100% | Mar 2026 |
|
| New Hampshire Trust | 3.6k | $292k | 100% | Jun 2026 |
|
| Oakworth Capital | 917.00 | $74k | 1% | Jun 2026 |
|
Who sold out of Vanguard Wellington?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Northstar Asset Management | Mar 2026 | 6.1k | $452k |