VANGUARD WELLINGTON FUND - VWENX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | History | New | 21,135 | 1,631 | 0.06% | — | 1 | +21,135 | New | Q4 2025 | Jan 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 17,390 | 1,342 | 0.05% | 0.05% | 2 | +1,440 | 9.03% | Q4 2025 | Feb 09, 2026 |
| TOWER BRIDGE ADVISORS | History | Added to | 7,201 | 555 | 0.06% | 0.06% | 3 | +134 | 1.9% | Q4 2025 | Feb 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 6,091 | 470 | 0.1% | 0.1% | 4 | +511 | 9.16% | Q4 2025 | Jan 27, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 6,058 | 467 | 0.01% | 0.01% | 5 | -424 | -6.54% | Q4 2025 | Jan 13, 2026 |
| Arvest Bank Trust Division | History | No change | 4,436 | 342 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Oakworth Capital, Inc. | History | Added to | 907 | 70 | 0.0% | 0.0% | 7 | +81 | 9.81% | Q4 2025 | Jan 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 780 | 60 | 0.01% | — | 8 | +780 | New | Q4 2025 | Jan 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -11,911 | -100.0% | Q3 2025 | Nov 14, 2025 |