Vanguard Wellington-InvVWELX

13F holders, Q1 2024 (March 31)
1holders
$42.94avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Vanguard Wellington-Inv (VWELX) in their 13F filings. The largest holder was Coston, McIsaac & Partners ($91K).

Company
Vanguard Wellington-Inv
CUSIP
921935102
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 4Q1 2025Q2 2025: 4Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 2Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions0$0
Exits2$280K

Ownership 1 holders

Coston, McIsaac & Partners 0.03% Add +0.5% 2,119 $91K

"% of holder's portfolio" is VWELX's weight in each manager's 13F, not the share of Vanguard Wellington-Inv the manager owns.