VWENX VANGUARD WELLINGTON-ADM
FollowMFD (fund)
6 managers (6 13F filers) reported a position in VWENX shares at 2025-03-31, 48,104 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 1
- Added
- 3
- Reduced
- 1
- Sold out
- 4
- Shares held by filers
- 48,104
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 19,676 | $1.42M | 0.06% | -6,237 | 13F-HRTimeline |
| Redwood Wealth Management Group, LLC | 10,307 | $745K | 0.38% | +60 | 13F-HRTimeline |
| TOWER BRIDGE ADVISORS | 7,067 | $511K | 0.06% | +10 | 13F-HRTimeline |
| NORTHSTAR ASSET MANAGEMENT Co | 5,580 | $404K | 0.1% | 0 | 13F-HRTimeline |
| Grassi Investment Management | 3,307 | $239K | 0.02% | +19 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 2,167 | $157K | 0.03% | new | 13F-HRTimeline |