Vanguard Wellington-InvVWELX
13F holders, Q2 2025 (June 30)4holders
1new positions
1sold out
$45.12avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Vanguard Wellington-Inv (VWELX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Grassi Investment Management ($221K), Coston, McIsaac & Partners ($117K) and Brooklyn Investment Group ($40K).
- Company
- Vanguard Wellington-Inv
- CUSIP
- 921935102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $40K |
| Exits | 1 | $52K |
All 13F filers, Q1 2025 → Q2 2025: 922 shares bought and 2,700 shares sold, net −1,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Grassi Investment Management | 0.02% | Add +0.6% | 4,877 | $221K |
| Coston, McIsaac & Partners | 0.03% | Add +0.6% | 2,615 | $117K |
| Brooklyn Investment Group | 0.01% | New | 879 | $40K |
| Westside Investment Management, Inc. | 0.00% | Reduce -73.4% | 529 | $24K |
"% of holder's portfolio" is VWELX's weight in each manager's 13F, not the share of Vanguard Wellington-Inv the manager owns.