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 | 17k | $1.3M | 0% | Mar 2026 |
|
| Williams Jones Wealth Management | 8.8k | $650k | 100% | Mar 2026 |
|
| Northstar Asset Management | 6.1k | $452k | 0% | Mar 2026 |
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| Arvest Trust | 4.4k | $329k | 0% | Mar 2026 |
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| McIlrath & Eck | 4.1k | $306k | 100% | Mar 2026 |
|
| Oakworth Capital | 912.00 | $68k | 1% | Mar 2026 |
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Who sold out of Vanguard Wellington?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Fifth Third Wealth Advisors | Dec 2025 | 21k | $1.6M |
| Tower Bridge Advisors | Dec 2025 | 7.2k | $556k |
| Ferguson Wellman Capital Management | Dec 2025 | 6.1k | $468k |