Vanguard Wellington-InvVWELX
13F holders, Q3 2025 (September 30)3holders −1
1new positions
1sold out
$47.45avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Vanguard Wellington-Inv (VWELX) in their 13F filings, down 1 from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($124K), Vermillion Wealth Management, Inc. ($59K) and Westside Investment Management, Inc. ($25K).
- Company
- Vanguard Wellington-Inv
- CUSIP
- 921935102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $59K |
| Exits | 1 | $40K |
All 13F filers, Q2 2025 → Q3 2025: 1,255 shares bought and 879 shares sold, net +376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.03% | Add +0.2% | 2,620 | $124K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 1,250 | $59K |
| Westside Investment Management, Inc. | 0.00% | No change | 529 | $25K |
"% of holder's portfolio" is VWELX's weight in each manager's 13F, not the share of Vanguard Wellington-Inv the manager owns.