VANGUARD WELLINGTON FUND - VWELX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Coston, McIsaac & Partners | History | Added to | 2,869 | 127 | 0.03% | 0.03% | 1 | +249 | 9.5% | Q4 2025 | Feb 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,725 | 77 | 0.04% | — | 2 | +1,725 | New | Q4 2025 | Feb 18, 2026 |
| Westside Investment Management, Inc. | History | No change | 529 | 23 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 175 | 7 | 0.0% | — | 4 | +175 | New | Q4 2025 | Jan 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,250 | -100.0% | Q3 2025 | Oct 23, 2025 |