VANGUARD WELLINGTON FUND - VWELX
Sector:
Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$234K
QoQ value delta ($000)
+$26K
(+12.5%)
Implied price effect (QoQ)
-6.59%
Shares
Total shares
5,298
QoQ shares delta
+899
(+20.44%)
Total shares held by funds (by quarter)
Market chart (VWELX)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Coston, McIsaac & Partners | 127 | 2,869 | 0.03% |
| Garton & Associates Financial Advisors LLC | 77 | 1,725 | 0.04% |
| Westside Investment Management, Inc. | 23 | 529 | 0.0% |
| Kohmann Bosshard Financial Services, LLC | 7 | 175 | 0.0% |