Vanguard Wellington-InvVWELX
13F holders, Q4 2024 (December 31)5holders +1
2new positions
2sold out
$42.87avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Vanguard Wellington-Inv (VWELX) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Grassi Investment Management ($207K), Westside Investment Management, Inc. ($105K) and Coston, McIsaac & Partners ($100K).
- Company
- Vanguard Wellington-Inv
- CUSIP
- 921935102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $112K |
| Exits | 2 | $238K |
All 13F filers, Q3 2024 → Q4 2024: 3,214 shares bought and 5,132 shares sold, net −1,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Grassi Investment Management | 0.02% | Add +9.1% | 4,822 | $207K |
| Westside Investment Management, Inc. | 0.02% | New | 2,451 | $105K |
| Coston, McIsaac & Partners | 0.03% | Add +9.1% | 2,336 | $100K |
| Quest 10 Wealth Builders, Inc. | 0.05% | — | 1,148 | $49K |
| Tucker Asset Management LLC | 0.00% | New | 168 | $7K |
"% of holder's portfolio" is VWELX's weight in each manager's 13F, not the share of Vanguard Wellington-Inv the manager owns.