Vanguard Wellington-InvVWELX
13F holders, Q2 2024 (June 30)1holders
0new positions
0sold out
$44.11avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Vanguard Wellington-Inv (VWELX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($94K).
- Company
- Vanguard Wellington-Inv
- CUSIP
- 921935102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 12 shares bought, net +12 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.03% | Add +0.6% | 2,131 | $94K |
"% of holder's portfolio" is VWELX's weight in each manager's 13F, not the share of Vanguard Wellington-Inv the manager owns.