VWENX VANGUARD WELLINGTON-ADM
FollowMFD (fund)
9 managers (9 13F filers) reported a position in VWENX shares at 2024-12-31, 67,233 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 6
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 67,233
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, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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 | 25,913 | $1.92M | 0.08% | +7,755 | 13F-HRTimeline |
| Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS… | 10,514 | $778K | 0.04% | new | 13F-HRTimelineGroup |
| Redwood Wealth Management Group, LLC | 10,247 | $760K | 0.37% | +854 | 13F-HRTimeline |
| TOWER BRIDGE ADVISORS | 7,057 | $522K | 0.06% | +147 | 13F-HRTimeline |
| NORTHSTAR ASSET MANAGEMENT Co | 5,580 | $413K | 0.09% | +436 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3,554 | $263K | 0.01% | +279 | 13F-HRTimeline |
| Grassi Investment Management | 3,288 | $243K | 0.02% | +274 | 13F-HR/ATimeline |
| Coston, McIsaac & Partners | 593 | $43K | 0.01% | -524 | 13F-HRTimeline |
| TUCKER ASSET MANAGEMENT LLC | 487 | $36K | <0.01% | new | 13F-HRTimeline |