Vanguard Wellington-InvVWELX
13F holders, Q4 2025 (December 31)4holders +1
1new positions
1sold out
$44.46avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Vanguard Wellington-Inv (VWELX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($127K), Garton & Associates Financial Advisors LLC ($77K) and Westside Investment Management, Inc. ($24K).
- Company
- Vanguard Wellington-Inv
- CUSIP
- 921935102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 1 | $59K |
All 13F filers, Q3 2025 → Q4 2025: 424 shares bought and 1,250 shares sold, net −826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Coston, McIsaac & Partners | 0.03% | Add +9.5% | 2,869 | $127K |
| Garton & Associates Financial Advisors LLC | 0.04% | — | 1,725 | $77K |
| Westside Investment Management, Inc. | 0.00% | No change | 529 | $24K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 175 | $8K |
"% of holder's portfolio" is VWELX's weight in each manager's 13F, not the share of Vanguard Wellington-Inv the manager owns.