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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McIlrath & Eck, LLC | History | No change | 23,157 | 995 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,820 | 132 | 0.03% | 0.03% | 2 | +223 | 8.59% | Q2 2026 | Aug 12, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1,387 | 65 | 0.02% | — | 3 | +1,387 | New | Q2 2026 | Jul 15, 2026 |
| NBT BANK, N.A. | History | New | 1,253 | 58 | 0.0% | — | 4 | +1,253 | New | Q2 2026 | Jul 29, 2026 |