Vanguard Wellington-InvVWELX
13F holders, Q2 2026 (June 30)3holders +1
2new positions
0sold out
$46.94avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Vanguard Wellington-Inv (VWELX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($132K), Vermillion Wealth Management, Inc. ($65K) and NBT Bank, N.A. ($59K).
- Company
- Vanguard Wellington-Inv
- CUSIP
- 921935102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $124K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 2,863 shares bought, net +2,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.03% | Add +8.6% | 2,820 | $132K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 1,387 | $65K |
| NBT Bank, N.A. | 0.00% | New | 1,253 | $59K |
"% of holder's portfolio" is VWELX's weight in each manager's 13F, not the share of Vanguard Wellington-Inv the manager owns.