VWENX
Vanguard Wellington Fund Admiral Shares
1W: -0.9%
1M: -0.9%
3M: -1.1%
YTD: +4.3%
1Y: -2.1%
3Y: +39.8%
5Y: +30.3%
$81.01
+0.41 (+0.51%)
Weekly Expected Move ±1.3%
$79
$80
$81
$82
$83
Institutional Ownership — VWENX
8
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
13M
Total Invested
2
New Positions
1
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC NEW | 122,224 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 2 | NORTH STAR ASSET MANAGEMENT INC | 16,377 | 1M | -1,013 | -5.8% | 15Q | SEC ↗ |
| 3 | Williams Jones Wealth Management, LLC. | 8,119 | 658K | -638 | -7.3% | 2Q | SEC ↗ |
| 4 | Arvest Bank Trust Division | 4,436 | 359K | — | +0.0% | 4Q | SEC ↗ |
| 5 | McIlrath & Eck, LLC NEW | 4,123 | 334K | — | +0.0% | 1Q | SEC ↗ |
| 6 | New Hampshire Trust NEW | 3,588 | 291K | — | +0.0% | 1Q | SEC ↗ |
| 7 | OAKWORTH CAPITAL, INC. | 917 | 74K | +5 | +0.5% | 4Q | SEC ↗ |
| 8 | NORTHSTAR ASSET MANAGEMENT Co | 0 | 0K | -6,091 | -100.0% | 20Q | SEC ↗ |
| 9 | Fifth Third Wealth Advisors LLC | 0 | 0K | -21,135 | -100.0% | 1Q | SEC ↗ |
| 10 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 0 | 0K | -6,058 | -100.0% | 2Q | SEC ↗ |
| 11 | TOWER BRIDGE ADVISORS | 0 | 0K | -7,201 | -100.0% | 10Q | SEC ↗ |
| 12 | Kohmann Bosshard Financial Services, L | 0 | 0K | -780 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 122,224 | 10M |
| McIlrath & Eck, LLC | 4,123 | 334K |
| New Hampshire Trust | 3,588 | 291K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fifth Third Wealth Advisors LLC | 21,135 | 2M |
| TOWER BRIDGE ADVISORS | 7,201 | 583K |
| NORTHSTAR ASSET MANAGEMENT Co | 6,091 | 493K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 6,058 | 491K |
| Kohmann Bosshard Financial Services | 780 | 63K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OAKWORTH CAPITAL, INC. | +5 | +0.5% | 917 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | -1,013 | -5.8% | 16,377 |
| Williams Jones Wealth Management, L | -638 | -7.3% | 8,119 |