VWENX VANGUARD WELLINGTON-ADM
FollowMFD (fund)
6 managers (6 13F filers) reported a position in VWENX shares at 2026-06-30, 155,661 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 2
- Added
- 1
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 155,661
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, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 122,224 | $9.94M | 0.05% | new | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 16,377 | $1.33M | 0.05% | -1,013 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 8,119 | $660K | 0.01% | -638 | 13F-HRTimeline |
| Arvest Bank Trust Division | 4,436 | $361K | 0.02% | 0 | 13F-HRTimeline |
| New Hampshire Trust | 3,588 | $292K | 0.06% | new | 13F-HRTimeline |
| OAKWORTH CAPITAL, INC. | 917 | $74.2K | <0.01% | +5 | 13F-HRTimeline |