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Vanguard Wellington shares owned by Oakworth Capital

Quarter-by-quarter ownership of Vanguard Wellington (VWENX) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $68k 826 82.16

More positions owned by Oakworth Capital

Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares Short Treasury Bond Etf Mutual Fund/cor (SHV)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Spdr Gold Shares Mutual Fund/sto (GLD)
Alphabet Inc Sr Common Stock (GOOG)
Walmart Common Stock (WMT)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Apple Common Stock (AAPL)
Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)
Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding Vanguard Wellington

North Star Asset Management
Financial Gravity Wealth
Tower Bridge Advisors
Ferguson Wellman Capital Management
Northstar Asset Management
Arvest Trust
Grassi Investment Management
Oakworth Capital

View all funds holding Vanguard Wellington