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 | New | 23,157 | 995 | 0.07% | — | 1 | +23,157 | New | Q1 2026 | May 19, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 2,597 | 111 | 0.03% | 0.03% | 2 | -272 | -9.48% | Q1 2026 | Apr 22, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,725 | -100.0% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -529 | -100.0% | Q1 2026 | May 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 01, 2026 |