Vanguard Wellington-InvVWELX
13F holders, Q3 2024 (September 30)4holders +3
3new positions
0sold out
$46.32avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Vanguard Wellington-Inv (VWELX) in their 13F filings, up 3 from Q2 2024. 3 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($217K), Grassi Investment Management ($205K) and Coston, McIsaac & Partners ($99K).
- Company
- Vanguard Wellington-Inv
- CUSIP
- 921935102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $443K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 9,564 shares bought, net +9,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| First Merchants Corp. | 0.01% | New | 4,686 | $217K |
| Grassi Investment Management | 0.02% | New | 4,421 | $205K |
| Coston, McIsaac & Partners | 0.03% | Add +0.5% | 2,142 | $99K |
| PSI Advisors, LLC | 0.01% | New | 446 | $21K |
"% of holder's portfolio" is VWELX's weight in each manager's 13F, not the share of Vanguard Wellington-Inv the manager owns.