Vanguard Wellington-InvVWELX
13F holders, Q1 2025 (March 31)4holders −1
1new positions
2sold out
$41.82avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Vanguard Wellington-Inv (VWELX) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Grassi Investment Management ($203K), Coston, McIsaac & Partners ($108K) and Westside Investment Management, Inc. ($84K).
- Company
- Vanguard Wellington-Inv
- CUSIP
- 921935102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $52K |
| Exits | 2 | $56K |
All 13F filers, Q4 2024 → Q1 2025: 1,528 shares bought and 1,775 shares sold, net −247 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Grassi Investment Management | 0.02% | Add +0.6% | 4,850 | $203K |
| Coston, McIsaac & Partners | 0.03% | Add +11.3% | 2,599 | $108K |
| Westside Investment Management, Inc. | 0.02% | Reduce -18.7% | 1,992 | $84K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 1,237 | $52K |
"% of holder's portfolio" is VWELX's weight in each manager's 13F, not the share of Vanguard Wellington-Inv the manager owns.