VWENX VANGUARD WELLINGTON-ADM
FollowMFD (fund)
8 managers (8 13F filers) reported a position in VWENX shares at 2024-09-30, 50,149 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 2
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 50,149
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2024
Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 18,158 | $1.45M | 0.07% | 0 | 13F-HRTimeline |
| Redwood Wealth Management Group, LLC | 9,393 | $751K | 0.37% | new | 13F-HRTimeline |
| TOWER BRIDGE ADVISORS | 6,910 | $553K | 0.06% | -1,016 | 13F-HRTimeline |
| NORTHSTAR ASSET MANAGEMENT Co | 5,144 | $411K | 0.09% | 0 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3,275 | $262K | 0.01% | 0 | 13F-HR/ATimeline |
| First Fiduciary Investment Counsel, Inc. | 3,138 | $251K | 0.05% | new | 13F-HRTimeline |
| Grassi Investment Management | 3,014 | $241K | 0.02% | +16 | 13F-HRTimeline |
| Coston, McIsaac & Partners | 1,117 | $89K | 0.03% | +5 | 13F-HRTimeline |