VWELX
Vanguard Wellington Fund Investor Shares
1W: -0.9%
1M: -0.8%
3M: -1.1%
YTD: +4.3%
1Y: -2.1%
3Y: +39.5%
5Y: +29.9%
$46.92
+0.24 (+0.51%)
Weekly Expected Move ±1.3%
$46
$46
$47
$47
$48
Institutional Ownership — VWELX
4
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
2
New Positions
1
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC NEW | 23,157 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Coston, McIsaac & Partners | 2,820 | $132K | +223 | +8.6% | 16Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 1,387 | $65K | — | +0.0% | 1Q | SEC ↗ |
| 4 | NBT BANK, N.A. NEW | 1,253 | $59K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Kohmann Bosshard Financial Services, L | 0 | $0K | -175 | -100.0% | 2Q | SEC ↗ |
| 6 | Westside Investment Management, Inc. | 0 | $0K | -529 | -100.0% | 5Q | SEC ↗ |
| 7 | Garton & Associates Financial Advisors | 0 | $0K | -1,725 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 23,157 | $1M |
| Vermillion Wealth Management, Inc. | 1,387 | $65K |
| NBT BANK, N.A. | 1,253 | $59K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 1,725 | $81K |
| Westside Investment Management, Inc | 529 | $25K |
| Kohmann Bosshard Financial Services | 175 | $8K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +223 | +8.6% | 2,820 |
Biggest Decreases (0)
None.