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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | History | New | 122,224 | 9,936 | 0.05% | — | 1 | +122,224 | New | Q2 2026 | Aug 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 16,377 | 1,331 | 0.05% | 0.06% | 2 | -1,013 | -5.83% | Q2 2026 | Aug 18, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 8,119 | 660 | 0.01% | 0.01% | 3 | -638 | -7.29% | Q2 2026 | Aug 05, 2026 |
| Arvest Bank Trust Division | History | No change | 4,436 | 360 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,123 | 305 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| New Hampshire Trust | History | New | 3,588 | 291 | 0.05% | — | 6 | +3,588 | New | Q2 2026 | Jul 27, 2026 |
| Oakworth Capital, Inc. | History | Added to | 917 | 74 | 0.0% | 0.0% | 7 | +5 | 0.55% | Q2 2026 | Jul 22, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Closed out | 0 | 0 | — | 0.1% | — | -6,091 | -100.0% | Q2 2026 | Jul 27, 2026 |